Under general supervision of the operations manager, the incumbent will perform a full range of duties with respect to processing members’ refunds and service credit and payments. Incumbents prepare appropriate correspondence and follow up on all requests and correspondence regarding refunding accounts, service credit, lost membership/mergers and service payments. This will include responding to incoming telephone inquiries, meeting members in person, and replying to correspondence from members regarding reasons. Incumbents process refund applications, lost membership/mergers, service payment and ensure that member files contain the appropriate documentation in order to complete such tasks according state/federal laws, rules, regulations, and policies of the Teachers Retirement System. When such information is missing, the member is notified promptly to provide it.

• Bachelor’s degree from a (4)  four year accredited college or (3) three years of equivalent experience in a financial services or business environment, or a combination of education and work experience in technical bookkeeping, accounting, auditing, claims adjusting, eligibility determination or reviewing and analyzing requests for determination of retirement benefits or other related benefits.

• Knowledge of operating basic computer operating system and equipment;
• Basic arithmetic; and clerical accounting methods, procedures and terminology.
• Ability to analyze data and determine correct information for benefits.
• Ability is required to communicate effectively; and, to determine when specific laws should be applied to certain types of benefits, rollovers and disbursements.
• Ability is required to take initiative to solve problems; to resolve complex issues involving retirement benefits; and to make independent decisions in accordance with laws, rules and regulations and applying policies to difficult problems.

• Review applications for eligibility and confirm all information completed properly.
• Ensure compliance to plan provisions, state and federal regulations.
• Ensure applications have been processed and ready for the correct payroll.
• Process overpayment from cash receipts.
• Process address updates and update beneficiary information.
• Generate updated withdrawn cost calculation when needed to post the service payment.
• Provide prompt, accurate, and friendly customer service to members, beneficiaries, and employers regarding processes, procedures, and regulations of the retirement system.
• Ability to manage high volume work flow queues to ensure agency standards and payroll dates are met.
• Ability to work overtime as needed.
• Perform other duties as assigned.

ADDITIONAL INFORMATION

EARN MORE THAN A SALARY! In addition to a competitive salary, TRS offers a generous benefit package, which includes a pension plan;401(k) with matching contribution; 13 paid holidays annually; vacation and sick leave; health, dental, vision, legal, disability, accidental death and dismemberment, health and child care spending accounts.

Due to the volume of applications received, we are unable to provide information on application status by phone or e-mail. All qualified applicants will be considered, but may not necessarily receive an interview. Selected applicants will be contacted by the hiring agency for next steps in the selection process. Applicants who are not selected will not receive notification.

THIS POSITION IS SUBJECT TO CLOSE AT ANY TIME ONCE A SATISFACTORY APPLICANT POOL HAS BEEN IDENTIFIED.

Candidates for this position are subject to a reference and a background check.

The Teachers Retirement System is an Equal Opportunity Employer