RETIREMENT SPECIALIST III - 72003814
About The Position
Accurately review and process retirement forms or other documents necessary for annuitants’ retirement benefit payments. Maintain retirement data integrity in IRIS, by accurately entering information including tax withholding information, address changes, name changes, Health Insurance Subsidy (HIS) benefit program, legal documents, insurance deductions and other related retirement processes into the division’s Integrated Retirement Information System (IRIS). This may include making outgoing calls to payees or insurance providers. Provide customer service by assisting the contact center on the help desk, answering incoming calls as needed for the contact center and assisting visitors. Complete assigned projects accurately within given timeframes. May serve on committees and in workgroups to improve or maintain section, bureau, or division wide administration of the retirement system. Perform other duties as required.
Requirements
- Knowledge of the principles and techniques of effective verbal and written communication.
- Knowledge of basic arithmetic.
- Ability to review data for accuracy, identify errors, and take corrective action.
- Ability to collect, analyze, and verify data relating to insurance or retirement benefits.
- Ability to understand and apply applicable rules, regulations, policies, and procedures relating to insurance or retirement benefits.
- Ability to train others.
- Ability to organize data into logical format.
- Ability to utilize problem-solving techniques.
- Ability to work independently.
- Ability to perform basic arithmetical calculations.
- Ability to plan, organize, and coordinate work assignments.
- Ability to communicate effectively.
- Ability to establish and maintain effective working relationships with others.
- Ability to use a personal computer.
- Ability to navigate the computer network.
- Knowledge of word processing.
- Ability to use various software applications.
- Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.
- Two years of professional experience in the areas of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any other combination.
- A postsecondary degree may be used as an alternative for years of experience on a year-for-year basis.
Responsibilities
- Accurately review and process retirement forms or other documents necessary for annuitants’ retirement benefit payments.
- Maintain retirement data integrity in IRIS, by accurately entering information including tax withholding information, address changes, name changes, Health Insurance Subsidy (HIS) benefit program, legal documents, insurance deductions and other related retirement processes into the division’s Integrated Retirement Information System (IRIS).
- Provide customer service by assisting the contact center on the help desk, answering incoming calls as needed for the contact center and assisting visitors.
- Complete assigned projects accurately within given timeframes.
- May serve on committees and in workgroups to improve or maintain section, bureau, or division wide administration of the retirement system.
- Perform other duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
