Retirement Services Specialist Intermediate - Intermediate Benefits Processor

About the role

The Intermediate Benefits Processor job class serves as part of TRA’s Member Benefits Department. These positions are responsible for analyzing, auditing, and performing a variety of calculations, both routine and complex. They also provide explanations of available benefits and options to educators in covered Minnesota public schools, primarily through phone, in-person, and written communications.

Responsibilities

• Analyze, audit, and perform calculations on various benefit programs.
• Train and explain financial concepts to educators and other stakeholders.
• Manage competing priorities and plan effectively.
• Interpret and apply laws and policies to work assignments.
• Diagnose problems and recommend solutions for process improvement.
• Communicate with educators via phone, in-person, and written methods.
• Secure transportation for in-state business travel.

Requirements

• Two (2) years of experience providing customer service related to employee and/or government benefits administration, accounting, payroll, finance, or insurance.
• A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for one (1) year of experience.
• Experience performing calculations.
• Ability to train and explain financial concepts to a variety of audiences.
• Ability to plan, organize, and successfully manage competing priorities.
• Ability to interpret and apply laws and policies to work assignments.
• Ability to diagnose problems and recommend solutions for process improvement purposes.
• Strong interpersonal, written communication, and verbal communication skills.
• Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.
• Ability to secure one’s own transportation for in-state business travel.

Qualifications

• Two (2) years of experience providing customer service related to employee and/or government benefits administration, accounting, payroll, finance, or insurance.
• A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for one (1) year of experience.
• Experience performing calculations.
• Ability to train and explain financial concepts to a variety of audiences.
• Ability to plan, organize, and successfully manage competing priorities.
• Ability to interpret and apply laws and policies to work assignments.
• Ability to diagnose problems and recommend solutions for process improvement purposes.
• Strong interpersonal, written communication, and verbal communication skills.
• Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.
• Ability to secure one’s own transportation for in-state business travel.

Skills

• Customer service experience.
• Financial analysis and calculation skills.
• Training and explanation abilities.
• Problem-solving and process improvement skills.
• Communication skills (written and verbal).
• Software proficiency (Microsoft Word, Excel, Outlook, Cisco WebEx).
• Transportation security.

Benefits

• Paid vacation and sick leave.
• 12 paid holidays each year.
• Low-cost medical, dental, vision, and prescription drug plans.
• Fertility care, including IVF.
• Dental and orthodontic care for adults and children.
• 6 weeks paid leave for parents of newborn or newly adopted children.
• Pension plan providing income upon retirement (after working at least three years).
• Employer-paid life insurance.
• Short-term and long-term disability insurance.
• Tax-free expense accounts for health, dental, and dependent care.
• Employee Assistance Program (EAP) for work/life support.
• Chore services, home repair, trip planning, child/elder care programs.
• Free ramp parking at the Saint Paul Office location.

Pay

$26.12 - $37.91 per hour; $54,538 - $79,156 annually.

Schedule

This position follows a designated hybrid work schedule based on business need and performance. Typically, full-time, non-exempt employees work a 40-hour workweek. Incumbents must work a full-time in-person schedule for at least the first six (6) months to complete mandatory training.

Benefits

• Paid vacation and sick leave.
• 12 paid holidays each year.
• Low-cost medical, dental, vision, and prescription drug plans.
• Fertility care, including IVF.
• Dental and orthodontic care for adults and children.
• 6 weeks paid leave for parents of newborn or newly adopted children.
• Pension plan providing income upon retirement (after working at least three years).
• Employer-paid life insurance.
• Short-term and long-term disability insurance.
• Tax-free expense accounts for health, dental, and dependent care.
• Employee Assistance Program (EAP) for work/life support.
• Chore services, home repair, trip planning, child/elder care programs.
• Free ramp parking at the Saint Paul Office location.