Customer Service Specialist I - RET

Utah Retirement Systems provides retirement benefits for more than 250,000 Utah public employees, including teachers, firefighters, police officers, and others who serve their communities. URS administers eight pension systems and four retirement savings plans, providing financial security and peace of mind for thousands of Utah families. URS is a dynamic, complex enterprise that requires collaboration from talented employees across a diverse range of fields. We take pride in maintaining a positive team environment and excellent work-life balance. We offer a competitive salary, and our benefits far exceed what most modern employers offer.

Responsibilities

• Educates members on pension qualifications to retire and how to start the retirement process.
• Answers questions regarding eligibility, vesting, and the differences between the systems.
• Assists individuals visiting the Office and answers incoming calls from members, employers, attorneys, and financial planners in a timely and courteous manner.
• Takes requests from members for retirement estimates and determines if members are eligible for retirement.
• Makes appointments for members to meet with an advisor to review benefits and/or complete retirement paperwork.
• Educates members on website navigation.
• Troubleshoots website account issues including setup, password resets and deletions along with other various website issues.
• Assists members making changes through the website.
• Assists members in completing retirement forms.
• Processes, completes, and assures accuracy of retirement applications, direct deposits, address changes, and tax withholding changes.
• Explains the consequences of refunding retirement contributions and takes requests from members to start the refund process.
• Prepares verification of income letters for members or financial institutions.
• Manages and distributes department faxes.
• Approves the preliminary report for refund and death benefit checks.
• Covers the reception desk as needed.
• Achieves productivity and quality guidelines established by department standard.
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