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Insurance & Retirement Specialist |
5640 |
| Under the supervision of the Senior Specialist, Insurance
and Retirement, provides assistance to current employees,
retirees and their families interpreting plan provisions
and providing assistance with procedural matters. Makes
recommendations regarding policy implementation to the
Senior Specialist, Insurance and Retirement. Explains
benefits and provides guidance to Call Center and Transactions
Unit staff on correct procedures to process routine
benefits transactions including retirement. Researches,
provides guidance for, and processes complex benefit
transactions.
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| Thorough knowledge of MCPS benefits
programs, MCPS policies, negotiated agreements and other
relevant policies. Working knowledge of MCPS and State
of Maryland retirement rules, procedures, and practices.
Skilled in counseling adults. Commitment to confidentiality
of private information. Ability to efficiently and accurately
perform calculations using detailed procedural rules.
PC skills – Microsoft Excel and Word. Ability to
use Oracle Discoverer or similar reporting tool. Excellent
communication and interpersonal skills. Self-motivated,
able to meet deadlines. |
| Coursework equivalent to two years of college level
training in in administration, finance, economics or
related area. Bachelor’s degree preferred. Considerable
experience in the operation of benefit programs in a
large public setting. Experience using technology to
provide outstanding customer service. Other combinations
of education, training and experience, which provide
the knowledge, abilities and skills necessary to perform
effectively in this position, may be considered. |
| (Special requirements such as lifting heavy objects and frequent climbing.) None |
| (Frequent overtime
or night work required, etc.) Ability to work nights and weekends as required. |
|
Reviews benefits actions for compliance with program
rules and regulations. Determines eligibility and entitlements,
requests and evaluates information regarding benefits,
interprets and applies technical benefit provisions.
Makes determinations on unclear cases and resolves
technical problems. Informs staff of changes in benefits
and procedures as required.
Researches questions on benefits and retirement plans,
and other related programs on behalf of employees and
retirees. Determines next steps and communicates results
and other information as appropriate to employees and
retirees.
Explains benefit plans, retirement provisions and options,
and benefit programs to employees and retirees, both
in groups and individually. Handles correspondence related
to benefits and follows through to ensure that employee
and retiree needs are met.
Presents retirement and benefit information programs
to new and current employees, prospective retirees,
retirees and family members. Participates in development
of communications pieces and materials regarding retirement
programs and benefit plans.
Serves as trainer and coach for Call Center/Transaction
unit staff. Answers complex retirement and benefits
questions and provides direction and clarification on
processing of retirement and benefits transactions.
Participates in implementation of systems, changes to
processes and procedures relating to retirement and
benefits programs.
Reviews system data for integrity and recommends changes
to policy or procedures. Participates in the correction
of data and trains other staff in data correction.
Performs other related duties. Serves as back up to
Retirement Specialist.
Performs a variety of related work as required. |
