Post-Retirement Benefits Processing Account Representative

State Teachers Retirement System of Ohio • Columbus, OH

3d • Onsite

About The Position

STRS Ohio is seeking a Post-Retirement, Benefits Processing Account Representative to join the Member Benefits/Recipient Benefits Processing team. STRS Ohio is one of the nation’s largest retirement systems, serving nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, in assets and paying more than $7 billion in benefits annually. STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Requirements

• High School diploma or equivalent required.
• College-level coursework or three years’ relevant experience required.
• Demonstrated ability to analyze information and appropriately apply business rules to process requests such as, but not limited to, eligibility and benefit calculations.
• Ability to complete work in a positive manner and support the mission and vision of STRS Ohio and Member Benefits.
• Excellent math and analytical skills required.
• Ability to proofread or evaluate written material required.
• Ability to work with and preserve confidential information required.
• Above-average oral and written communication skills required.
• Interpersonal skills necessary to deal effectively and courteously with internal and external contacts required.
• Excellent organizational skills and a high degree of accuracy and attention to detail required.
• Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required.
• Proven ability to operate Microsoft Office programs and standard office equipment required.
• Excellent work record of attendance, punctuality and the ability to maintain a flexible work schedule to meet business needs.
• To be offered a position with STRS Ohio, you must be either a U.S. citizen or possess proper legal authorization to work in the U.S. for the type of job you are seeking.
• Applicants must be authorized to work in the United States without the need for visa sponsorship.

Nice To Haves

• Associate degree in business or related field preferred.
• General knowledge of the Ohio Revised Code 3307, Defined Contribution Plan Document, Ohio Administrative Code and STRS Ohio policies concerning post-retirement benefits preferred.

Responsibilities

• Process notifications of recipient deaths.
• Research death match accounts to determine beneficiary and payment options.
• Review the member’s record and family information to determine beneficiaries and benefits payable.
• Prepare all the appropriate documents and forms for the benefits payable to the beneficiary, such a power of attorney (POA), bank and tax changes.
• Analyze documents as they are returned and process all payments, including lump-sum and monthly benefits, to all beneficiaries.
• Determine if funds due or paid during the member’s lifetime need to be replaced to the beneficiaries and make those payments.
• Evaluate and determine if benefits are due State Teachers Retirement System of Ohio (STRS Ohio) after the death of the recipient and collect benefit overpayments.
• Prepare collection documentation if applicable.
• Determine eligibility, prepare estimates and make benefit changes due to marriage, divorce and beneficiary death.
• Analyze accounts to determine benefits payable to survivors after the death of the retiree.
• Process call-tracking requests; answer telephone inquiries, miscellaneous correspondence and other requests concerning areas of benefits processing.
• Own member issues and processing issues that arise and bring to resolution. Seek guidance from management as needed.
• Assist with the annual documents review of standard correspondence and forms, as requested, by identifying changes and suggesting new language.
• Write ongoing updates to standard correspondence, as requested.
• Test new and revised procedures for the team and edit as needed.
• Test programming changes, as requested, and participate in data clean-up projects.
• Assist associates in other departments concerning benefits processing functions.
• Demonstrate a continual growth in the knowledge of the team’s work and function and accurately apply such knowledge.

Benefits

• on-site parking
• educational assistance
• subsidized medical insurance
• fully paid dental and life insurance
• vacation and sick leave
• retirement benefits
• on-site fitness center

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED