Benefits Processing Account Representative

State Teachers Retirement System of Ohio - Columbus, OH4.7

Full-timeEstimated: $30,000 - $40,000 a year

General Summary:
Under the direction of the assistant director, Recipient Benefits Processing, and the supervisor, Benefits Processing, receive and process death reports, analyze documents and records to determine eligible recipients and pay lump-sum and monthly benefits, determine eligibility for student benefits, determine eligibility and process benefit changes and assist in other areas of benefits processing. Mentor staff and perform recalculations.

Principal Duties and Responsibilities:
Process notifications of member and recipient deaths. Research death match accounts to determine beneficiary and payment options.
Analyze the member’s record and family information to determine beneficiaries and benefits payable. Prepare all the appropriate documents and forms for the benefits payable to the beneficiary.
Analyze documents as they are returned and process all payments, including lump-sum and monthly benefits, to all beneficiaries. Determine if funds due or paid during the member’s lifetime need to be replaced to the beneficiaries and make those payments.
Analyze and determine if benefits are due STRS Ohio after the death of the recipient and collect benefit overpayments. If necessary, prepare collection documentation.
Analyze documents to verify student eligibility for continued benefits.
Determine eligibility, prepare estimates and make benefit changes due to marriage, divorce and beneficiary death.
Analyze accounts to determine benefits payable to survivors after the death of the retiree; prepare and send survivor protection letters to retirees and members.
Process call-tracking requests; answer telephone inquiries, miscellaneous correspondence and other requests concerning areas of benefits processing.
Recalculate accounts due to non-zero balances, resumptions and student activity.
Own member issues and processing issues that arise and bring to resolution. Seek guidance from management as needed.
Assist with the annual documents review of standard correspondence and forms, as requested, by identifying changes and suggesting new language. Write ongoing updates to standard correspondence, as requested.
Test new and revised procedures for the team and edit as needed.
Test programming changes, as requested, and participate in data clean-up projects.
Mentor team members and assist associates in other departments concerning benefits processing functions. Demonstrate a continual growth in the knowledge of the team’s work and function and accurately apply such knowledge.

Required Skills

Knowledge, Skills, and Abilities:
Associate’s degree in business or related field, or substantial college-level coursework, and three years relevant experience required. Two to four years STRS Ohio benefits processing experience may substitute for the degree.
Demonstrated ability to analyze information received from members or other individuals and found in the member record to appropriately apply business rules to process requests such as, but not limited to, eligibility and benefit calculations.
Consistently meet or exceed performance standards of an account specialist or equivalent position.
General knowledge of the Ohio Revised Code, Defined Contribution Plan Document, Ohio Administrative Code and administrative practices pertaining to benefits processing.
Above average oral and written communication skills and mathematical aptitude.
Ability to handle multiple priorities including regular workload and additional assigned tasks.
Professional, courteous telephone demeanor necessary to deal effectively and courteously with internal and external contacts.
Must preserve confidential information.
Ability to complete work in a positive manner and support the mission and vision of STRS Ohio and Member Benefits.
Proficiency in the use of Microsoft Office software. Ability to operate standard office equipment.
Sustained periods of concentration, high degree of accuracy and attention to detail required. Ability to work within tight time constraints.
Ability to work independently and in a team environment with minimal direct supervision.
Excellent work record of attendance and punctuality; occasional evening, weekend and non-regular work hours required.

The above list of duties is intended to describe the general nature and level of work performed by persons assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the persons so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct and control the work of associates under supervision.

Required Experience
See Above