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STRS Ohio · 7 hours ago

Post-Retirement Benefits Processing Account Representative

Columbus, OH

Full-time

Onsite

Mid Level

$22.69/hr - $22.69/hr

3+ years exp

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