Provides assistance to employees, retirees and employers regarding the enrollment, processing, calculation and explanation of various insurance and retirement benefits.
This is the journey-level classification. Some incumbents function as lead workers.
Counsels members in person and by telephone regarding insurance and retirement benefits and allowances with the aid of on-line information systems. Investigates enrollment problems and billing errors. Resolves customer problems, exercises judgement and discretion, independently makes decisions and conducts research within agency under limited supervision. Serves as primary customer service contact for the agency, requests and disseminates information. Computes length of service, average earnings, retirement contributions, annuity reserves and annuity of members under provisions of laws dealing with retirement benefits; and verifies work of other counselors. Prepares and presents explanations of benefits to state agency and school district employees. Supervises the preparation of correspondence, reports and presentations concerning rules and regulations of benefits, eligibility and other related areas. Processes refund claims, death claims and annuity claims for members and beneficiaries. Performs functions of position under provisions of laws and regulations governing insurance and retirement benefits.
Knowledge of counseling techniques. Knowledge of insurance principles and practices, premium determination and state insurance. Knowledge of rules, regulations, requirements and laws pertaining to public retirement systems. Skill in the operation adding machines, calculators and computer terminals. Ability to establish and maintain effective working relationships with coworkers, employees and retirees. Ability to communicate effectively in oral and written form. Ability to review written materials and financial information and detect discrepancies. Ability to organize and process a large volume or work with a high degree of accuracy. Ability to perform mathematical calculations with a high degree of accuracy. Possess analytical skills. Ability to read, interpret, understand, and explain policies, procedures, regulations and statutes.
A bachelor's degree and professional experience in insurance or retirement programs.