STATE CLASSIFICATION JOB DESCRIPTION


Salary Group B12

Class No. 2911

RETIREMENT SYSTEM BENEFITS SPECIALIST I

GENERAL DESCRIPTION

Performs entry-level retirement or benefits program administration and assistance work. Work involves maintaining and updating member benefits records, assisting in determining benefits eligibility, and assisting clients with retirement or benefits program inquiries. Works under close supervision, with minimal latitude for the use of initiative and independent judgment.

EXAMPLES OF WORK PERFORMED

Audits records to assist in determining creditable service and verifying salaries.

Provides information on benefit rules and records.

Maintains logs, files, records, databases, and spreadsheets relating to benefits.

Organizes, categorizes, codes, enters, verifies, and corrects file information.

Prepares documents for archiving.

Assists in calculating the costs of securing retirement credit for military, withdrawn, delinquent, or other types of special services.

Assists in verifying members’ coverage and eligibility, updating files, auditing forms and reports, and researching and resolving discrepancies.

May assist in processing service or disability retirement applications or death claims for beneficiaries.

May assist in reviewing, verifying, and preparing payments, invoices, vouchers, and refunds.

Performs related work as assigned.

GENERAL QUALIFICATION GUIDELINES

Experience and Education

Experience in benefits administration, insurance, or accounting work. Graduation from an accredited four-year college or university with major coursework in business administration, insurance, or a related field is generally preferred. Experience and education may be substituted for one another.

Knowledge, Skills, and Abilities

Knowledge of mathematics and retirement or benefits laws, policies, rules, and procedures.

Skill in the use of a computer and office equipment.

Ability to interpret employee benefits or retirement program rules, to maintain accurate records, to perform mathematical calculations, and to communicate effectively.


State Auditor’s Office

Revised 9-1-17