STATE CLASSIFICATION JOB DESCRIPTION


Salary Group B14

Class No. 2912

RETIREMENT SYSTEM BENEFITS SPECIALIST II

GENERAL DESCRIPTION

Performs routine (journey-level) retirement or benefits program administration and assistance work. Work involves determining benefits eligibility and assisting clients with retirement or benefits program inquiries. Works under moderate supervision, with limited latitude for the use of initiative and independent judgment.

EXAMPLES OF WORK PERFORMED

Audits records to determine creditable service and verifies salaries.

Calculates the costs of securing retirement credit for military, withdrawn, delinquent, or other types of special services.

Counsels members on retirement options and procedures.

Prepares correspondence relating to retirement or benefits programs.

Provides information on and interprets laws, rules, and procedures governing employee retirement and benefit programs.

Reviews applications for benefits and related legal documents for compliance, accuracy, and completeness.

Updates files and researches and verifies records to determine coverage and eligibility of clients.

Assists in processing service or disability retirement applications and death claims for beneficiaries.

Assists clients with forms, rules, and procedures.

May reconcile benefit discrepancies.

May reconcile financial data and make financial adjustments.

Performs related work as assigned.

GENERAL QUALIFICATION GUIDELINES

Experience and Education

Experience in retirement or benefit program 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 and retirement program rules, to maintain accurate records, to perform mathematical calculations, to reconcile financial data, and to communicate effectively.


State Auditor’s Office

Revised 9-1-17