STATE CLASSIFICATION JOB DESCRIPTION


Salary Group B18

Class No. 2914

RETIREMENT SYSTEM BENEFITS SPECIALIST IV

GENERAL DESCRIPTION

Performs highly complex (senior-level) retirement or benefits program administration and assistance work. Work involves coordinating the determination of benefits eligibility, the processing of applications for benefits, and conducting retirement or benefits seminars. May supervise the work of others. Works under limited supervision, with considerable latitude for the use of initiative and independent judgment.

EXAMPLES OF WORK PERFORMED

Coordinates the processing of service or disability retirement applications and death claims for beneficiaries.

Conducts individual or group retirement or benefits seminars.

Evaluates the authenticity of records and certifications.

Evaluates processes for compliance with procedures, policy, and statutes.

Participates in strategic planning for benefits changes.

Interprets laws, rules, and regulations governing employee retirement or benefits programs.

Reconciles benefit discrepancies, financial data, and bank statements or reports of financial data.

Assists in developing policies and procedures.

May complete, reconcile, and submit purchase vouchers for payment.

May coordinate publication projects and develop formats, graphics, and layouts of benefits communication materials.

May supervise the work of others.

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 recognize and solve problems, to perform mathematical calculations, to reconcile financial data, to communicate effectively, and to supervise the work of others.


State Auditor’s Office

Revised 9-1-17