Job Information
Idaho Division of Human Resources RETIREMENT ACCOUNT SPECIALIST in Boise, Idaho
RETIREMENT ACCOUNT SPECIALIST
Posting Begin Date: 2024/09/19
Posting End Date: 2024/10/01
Category: Customer Service
Sub Category: Clerical & Data Entry
Work Type: Full Time
Remote: Flexible Hybrid
Location: Boise, ID, United States
Minimum Salary: 19.04
Maximum Salary: 19.04
Pay Rate Type: Hourly
Description
Retirement Account Specialist
Notice: Applications will be accepted through 4:59 PM MST on the posting end date. If you are a current or temporary State of Idaho employee, you MUST apply through your Luma account.
At PERSI, our vision is to be a trusted expert in helping Idaho’s public employees build and receive a secure and meaningful retirement.
As a Retirement Account Specialist (Technical Records Specialist 2), you work directly with PERSI membership to provide accurate and timely information in a professional and meaningful way. You’re dedicated to PERSI core values of commitment, character and competence and looking to continue learning in an ever-evolving field. You also have the ability to be flexible and manage priorities, have an easy-going attitude, and enjoy working with both internal and external customers.
You will report to the Member Services Supervisor and be the primary point of contact for PERSI members. You’ll work together with the PERSI staff to build stronger relationships with our members at every step of their retirement journey. Additionally, you will be a key contributor in identifying areas to improve service for our membership.
You bring to the table:
Owner’s mentality: no job is too big or too small; you are willing to roll up your sleeves and get it done.
Communicative approach: you recognize that language has different purposes and functions, and you vary the language according to the need, setting, and participants.
Flexible style: you appreciate that no two days are the same, nor do you want them to be. You are able to manage priorities in a high-productivity environment within clearly defined deadlines.
Detail-oriented mindset: you pay attention to the smallest of details even when busy
Ability to prioritize competing deadlines and assignments.
This position is eligible for the PERSI benefits package, including:
Excellent low-cost medical, dental, and vision insurance
Generous vacation and sick leave accrual beginning as soon as you start
Eligibility for the Public Service Loan Forgiveness Program (PSLF)
Paid parental leave Eleven paid holidays per year
PERSI retirement (https://www.persi.idaho.gov/) , one of the nation's best state retirement systems
Multiple savings plans Life insurance
A healthy work/life balance
Wellness programs; ongoing training opportunities; and more
As a Retirement Account Specialist, you will:
Update member records, including demographic information, tax withholdings, separation benefits, direct deposit changes, and beneficiary designations.
Process deceased member accounts, and initiate death benefit payments.
Be a resource to members by providing over-the-phone customer service.
Assist members with in-person customer service.
Minimum Qualifications:
You must possess all the minimum qualifications below. Please make sure your resume or work history supports your meeting the minimum qualifications for this position. Failure to do this may disqualify you from being considered for this position.
Experience:
Monitoring record systems to identify and correct errors - This is typically gained with at least one year of experience (or more) monitoring records systems, identifying problems and correcting errors.
Interpreting, explaining, and applying laws, regulations, and complex policies for multiple or highly specialized programs - This is typically gained with at least one year of work experience which frequently required interpreting and applying a variety of difficult rules, regulations, or policies to determine compliance or eligibility and explaining decisions to others. Decisions are complex and can affect the social or economic well-being of others or will result in a service or action being denied.
Analyzing information and researching a variety of sources to identify and resolve problems or issues - This is typically gained with at least one year of experience performing extensive research and analysis of highly complex or technical material requiring in-depth program knowledge in order to determine if requirements were met and if they complied with established laws and/or policies. Research must have included contacting a variety of sources both inside and outside the organization to collect, obtain, and verify information and determine the appropriate course of action.
Dealing with individuals from varying cultural and socio-economic backgrounds in stressful situations - This is typically gained with at least one year of experience dealing with individuals from varying cultural and socioeconomic backgrounds in stressful situations which dealt with personal, sensitive, or confidential information such as eligibility requirements, health issues, or financial matters.
Entering and retrieving data using a computerized record system - This is typically gained with at least six months of experience in a work setting that required entering and retrieving data in a database records system or other computer records system.
Composing and proofreading business correspondence - This is typically gained with at least one year of office experience which required composing and proofreading a variety of business documents on a regular basis; OR, I with the completion of at least one college-level English composition or business English class AND six months of experience composing business documents.
Candidates who reach the final hiring stage will be required to participate in a criminal background check. Having a criminal record will not automatically eliminate applicants from consideration, but may be considered as part of the hiring process.
PERSI's Mission: To provide our members and their beneficiaries with reliable, secure, long-term retirement, survivor and disability benefits as specified by law.
Benefits:
For additional information related to benefits and/or State programs, please visit https://dhr.idaho.gov/StateEmployees/Benefits.html.*
EEO/ADA/Veteran:
The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.
The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact (208) 334-2263 (TTY/TTD: 711), or email[email protected].
Preference may be given to veterans who qualify under state and federal laws and regulations.