Post-Retirement Benefits Processing Account Representative jobs in United States
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STRS Ohio · 6 hours ago

Post-Retirement Benefits Processing Account Representative

STRS Ohio is one of the nation’s largest retirement systems, serving over 500,000 educators. They are seeking a Post-Retirement Benefits Processing Account Representative to process death reports, determine eligibility for benefits, and assist in benefits processing for members.

AssociationFinancial ServicesNon Profit

Responsibilities

Process notifications of recipient deaths. Research death match accounts to determine beneficiary and payment options
Review 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, such a power of attorney (POA), bank and tax changes
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
Evaluate and determine if benefits are due State Teachers Retirement System of Ohio (STRS Ohio) after the death of the recipient and collect benefit overpayments. Prepare collection documentation if applicable
Determine eligibility, prepare estimates and make benefit changes due to marriage, divorce and beneficiary death

Qualification

Analytical skillsMath skillsOrganizational skillsCommunication skillsAttention to detail

Required

High School diploma or equivalent required
College-level coursework or three years' relevant experience required
Demonstrated ability to analyze information and appropriately apply business rules to process requests such as, but not limited to, eligibility and benefit calculations
Excellent math and analytical skills required
Ability to proofread or evaluate written material required
Above-average oral and written communication skills required
Excellent organizational skills and a high degree of accuracy and attention to detail required

Preferred

Associate degree in business or related field preferred

Benefits

On-site parking
Educational assistance
Subsidized medical insurance
Fully paid dental and life insurance
Vacation and sick leave
Retirement benefits
On-site fitness center

Company

STRS Ohio

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STRS Ohio is one of the nation's premier retirement systems, serving nearly a half million active and retired Ohio public educators.

Funding

Current Stage
Growth Stage

Leadership Team

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Ken Chee
Portfolio Manager
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