Retirement Analyst I

Colorado Public Employees' Retirement Association•Denver, CO

8d•$29 - $34•Hybrid

About The Position

PERA’s Member Services Division provides the administration and related member services of PERA’s defined benefit program. The Retirement Analyst position works directly with PERA’s vast and diverse member population, affiliated employers, and stakeholders via detailed account operations and complex member transactions. Responsibilities include verifying, calculating, and auditing member account information for processing benefits according to legal and regulatory compliance standards.

Requirements

A combination of education and experience equivalent to 2 years of administrative, benefits, financial, customer service, and/or office experience
Strong interpersonal, oral and written communication skills
Ability to work independently and within a team environment with minimal supervision
Demonstrated ability to maintain confidentiality
Ability to deal with sensitive and/or confidential information and situations
Strong organizational, analytical and problem-solving skills with attention to detail and accuracy
Proficiency with Microsoft Office software

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Evaluates and executes various complex calculations, such as service credit evaluations, monthly benefit payments, service credit purchase agreements, benefit adjustments, benefit estimates, disability, survivor, divorce (DRO), and Required Minimum Distributions (RMD)
Determines benefit program eligibility based on member data driven decision making and ensures compliance with state and federal regulatory frameworks governing PERA
Utilizes analytical reasoning skills such as assessment, decision making, and problem solving in day-to-day operations and proactive research methods to assist with and prepare for member and interdepartmental interactions
Consistently manages and prioritizes workload to meet deadlines while ensuring a high degree of accuracy and attention to detail in all deliverables
Prepares comprehensive reports and presents account information in a clear, organized, and meaningful manner to support informed decision making for PERA members
May be assigned to a process team in a specialty area such as disability, survivor benefits, divorce (DRO), or Required Minimum Distribution (RMD)
Demonstrates the ability to communicate sensitive and detailed information with professionalism, empathy, and subject matter expertise
Accurately and professionally conveys information about PERA’s benefit plans, insurance programs, retirement readiness, and financial security by adapting to the individual and situational needs of members from diverse social, economic, and educational backgrounds
Researches and resolves escalated member account issues while adhering to federal and/or state statute, PERA Rules, and internal procedures and/or escalates to their manager as appropriate
Engages in continuous training and educational opportunities for ongoing professional development and enhanced personal skills
Responsible for accurate data entry, information retrieval, and professional outgoing correspondence
Provides expertise for intricate or escalated issues that arise from member inquiries from customer service center
Drives member engagement by delivering an exceptional and personalized member service experience through one-on-one counseling sessions and timely delivery of all member requested transactions
Consistently achieves or exceeds defined performance benchmarks, and division-level service metrics as set forth by management
Operates with a strong sense of ownership, urgency, and accountability to meet assigned deadlines and expectations
Demonstrates dependability by maintaining regular and prompt attendance in the workplace
Embraces a growth mindset by taking on projects, cross-functional initiatives, and other duties as assigned to support organizational goals
Visibly supports management decisions and change efforts among teammates, other divisions, members, employers, and other stakeholders
Performs other duties as assigned