] Office of Human Resources - Montgomery County Public Schools

OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → BENEFITS COLLECTIONS SPECIALIST

Sorted by job title: A - C | D - H | I - Q | R - Z

Benefits Collections Specialist

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Benefits Collection Spc CODE: 4460 SQ/OQ: Optimal Qualified
WORKING TITLE: Benefits Collections Specialist GRADE: 18 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under general supervision, responsible for specific MCPS employee, retiree, ex-employee related employee benefits and post employee benefits applications and reporting according to federal, state, local jurisdictions and MCPS negotiated agreements and policies. Advises on employee benefit billing and collection policy and procedures under the Privacy Act, recommend implementation collection strategy to the Controller of Controller office. Workers check and verify information and enter data in computerized recording and processing system, communicate with employees and retirees regarding actions, and interact with other offices to obtain or exchange information needed to complete the work accurately and in a timely manner. Workers review, interpret and process financial transactions and maintain related records. Workers provide staff and other appropriate parties assistance and clarification of benefit billing and collection procedures. Workers lead employee benefit plan billing and training program with MCPS Account receivable unit and present the training with the fiscal/ accountant team Maintain and reconcile accounts. Workers use computers, calculators and other office software applications.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of MCPS policies, procedures, negotiated agreements and other relevant federal and state laws pertaining to the benefits processing of employee on leave, and collection, retiree and employee benefits, liens and court ordered to manage the MCPS billing and collections. . Operational knowledge to resolve questions and problems from customers. Ability to perform a wide range of standard office clerical tasks quickly, accurately and efficiently. Ability to meet and adhere to set deadlines. Ability to manage multiple tasks. Ability to utilize office technology effectively. Skill in the use of Microsoft Office applications, Hub, and Lawson HRIS. Working knowledge of Oracle Discoverer. Working knowledge of general account procedures. Excellent oral and written communication, negotiation and interpersonal skills. Ability to handle high volume of daily telephone calls, walk-in traffic and correspondence demonstrating a commitment to excellent customer service. Sensitivity to confidential private employee information. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Associates degree required. Course work in human resources, payroll, accounting, business administration or finance preferred. Minimum five years of professional experience in a related field with considerable progressively increasing responsibilities performing business, accounting or other related work, some of which should have included human resource, payroll, insurance and retirement processing work preferably supplemented with experience in performing accounts maintenance and related fiscal work, including some experience with Montgomery County Public Schools. Other combinations of applicable education, training, and experience which provide the knowledge, abilities, and skills necessary to perform effectively in the position may be considered.
CERTIFICATE AND LICENSE REQUIREMENTS: None.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires the ability to operate PCs and related office equipment for sustained periods of time.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Ability to work overtime as necessary, evenings and weekends. Annual leave limited during specified timeframes.
OVERTIME ELIGIBLE: Yes

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

Receives, interprets, analyzes and processes requests and transactions pertaining to MCPS employee, retiree, ex-employee related employee benefits and post employee benefits applications and reporting

Responds to requests for information, to subpoenas/collection agency in consultation with the directors and Associate Superintendent of finance interpreting existing laws, policies and procedures regarding employee and retiree benefits collections.

Leads employee benefit plan billing and training program with MCPS Account receivable unit and present the training with other fiscal/accountant team.

Provides ongoing support for transition of financial management to the Cloud.

Monitors/uses new system for data analysis and key performance data indicators, which requires knowledge of Cloud financial systems, and documentation management.

Advises controller office on matters related to benefit billing and collection policies and procedures.

Manages and monitors accounts, resolves delinquent accounts, account discrepancies; counsels customers on benefit plan policies and procedures; negotiates and establishes repayment methods.

Researches, investigates, and formulates resolutions to complex customer/vendor issues, transactions and inquiries relative to various benefit plans, payment discrepancies, billing errors, account management and reconciliation.

Serves as liaison between the Division of Controller and ERSC.

Answers phone, e-mail and walk-in inquiries regarding human resource, payroll, insurance and retirement transactions, explaining human resource, payroll, insurance and retirement calculations, deductions, procedures, policies, billing issues, etc.

Maintains record retention of all necessary transaction documents such as enrollment forms, W-4's, direct deposit, applicant files, retiree and active benefit files, etc.

Performs a variety of administrative duties to support the operational needs of the office.

Operates and maintains document scanning process and document storage.

Updates MCPS forms when necessary.

Provides strong customer service for internal and external customers, both oral and written communications. Responds to a high volume of inquiries regarding human resource, leave, payroll, and insurance and retirement issues.

Performs related tasks as required.
Class Established: 7/92
Date(s) Revised: 6/93, 9/94, 7/03, 7/08, 7/2020, 7/2023
Last Reviewed:

This description may be changed at any time.