State Universities Retirement System · 1 day ago
Member Service Representative
State Universities Retirement System (SURS) is the administrator of a public employee retirement system providing benefits to employees of Illinois state universities and community colleges. They are seeking a Member Service Representative to provide exceptional customer service, counsel members on benefits, and process various claims related to retirement and disability.
Financial ServicesGovernmentInsuranceRetirement
Responsibilities
Provide exceptional customer service to SURS members, employers, and outside entities regarding SURS benefits
Serve as a process liaison between the Call Center and other departments
Bring a desire to continuously learn and assist others
Counsel members on all SURS benefits with a focus on retirement
Calculate and explain estimated benefits, as well as the costs of service purchases
Conduct educational presentations and seminars for large groups of members
Bring a desire to regularly interact with and help others
Process, calculate and approve the following claim types: Death, Survivor, Disability, Disability Retirement Annuity (DRA)
Interact regularly with SURS employer representatives to facilitate efficient processing
Act as a liaison between SURS staff, members, and employers
Communicate daily with representatives from SURS’ 61 campuses
Assist in receipt and processing of employer transactions
Troubleshoot employer processing issues
Provide individual and group education to SURS employers on SURS’ benefits and processes
Act as a liaison between the Department of Central Management Services (CMS) and SURS members
Maintain check-writing files as it relates to insurance premiums
Investigate and resolve premium discrepancies
Process benefit payments including completion of pay benefits records and payment for the following: Separation refunds, Finalized retirements and preliminary estimated payments, Disability claims, Death and Survivor benefits, Beneficiary annuities, Reversionary annuities, Survivor refunds, Excess service waivers, Disability retirements, Update and maintain member demographics and bank files
Approve daily ACH transfers and maintain check-writing files
Calculate and approve refunds, service credit purchases, and preliminary estimated payments
Prepare cost estimates of service credit purchases
Process, calculate and approve retirement claims
Calculate and approve employer bills
Participate in the daily administration of SURS defined contribution plans
Process daily transactional and error reports
Process death claims, non-retirement eligible distributions and retirement eligible distributions
Serve as a liaison and resource for SURS staff, RSP services providers, and SURS employers
Conduct customer service-related activities with SURS members
Qualification
Required
High school diploma or equivalent
Any one or combination totaling three (3) years (36 months) from the categories below: College coursework in Business Administration, Communications, Public Relations, or a closely related field as measured by the following conversion table or its proportional equivalent: 30 semester hours equals one (1) year (12 months), Associate's degree (60 semester hours) equals eighteen months (18 months), 90 semester hours equals two (2) years (24 months), Bachelor's degree (120 semester hours) equals three (3) years (36 months)
Work experience in customer service or office administrative support
Preferred
Strong analytical thinking skills
Detail-oriented
Mathematical background
Excellent phone etiquette
Strong written and verbal communications skills
Desire to learn, grow, and contribute to the team and organization
Desire to assist others during important life transitions
Ability to appropriately handle confidential or sensitive information
Self-motivator
Strong organizational skills
Benefits
Insurance benefits, including medical, vision and dental
Participation in SURS retirement plan
Paid vacation, sick leave and 11 paid holidays
Paid Parental Leave after six months of employment
Casual/business casual attire (dependent on job duties)
Flexible work environment
Free parking
37.5-hour standard work week
Company
State Universities Retirement System
SURS serves 61 employers in Illinois including state universities, community colleges, and state agencies.