Retirement Benefits Specialist (New Retirements)
- 📁
- Financial
- 💼
- Teachers Retirement System - TRS
- 📅
- Feb 29, 2024 Post Date
At the Teachers Retirement System of Georgia, our mission is to provide pension education, safeguard plan investments, and efficiently administer retirement benefits. Our vision is to be the premier retirement system providing exceptional and comprehensive service. As the largest public retirement system in the State of Georgia, we are always looking for potential talent who share our commitment to enhancing the retirement experience for our members and retirees. While there may not be a specific opening at this time, if you’re looking for a great place to work where you can grow and make a difference, we’d love to hear from you! Currently, we are accepting resumes for Retirement Specialist position in Atlanta, GA.
The Member Services Division is currently seeking a Retirement Specialist in the New Retirement Section. Candidates for this position will be responsible for processing new retirement and active death applications.
Essential Functions
- Review retirement applications that are submitted electronically and in paper format to confirm eligibility for retirement of members according to state, federal and TRS policies.
- Audit member account to ensure correct creditable service and benefits as defined under state and federal law, Board of Trustees policies and agency guidelines.
- Communicate with members and/or reporting employer to ensure receipt of required documentation and verify member's contribution and interest have been posted correctly to the account. Communication encompasses but not limited to visitors, phone calls, emails and written correspondences.
- Review active death accounts to determine eligibility of benefits and audit death accounts for accuracy of service credit and contributions.
- Requests necessary certification, documentation, paperwork, and records from previous and current employers, members and beneficiaries.
- Responds to high volume telephone calls and written inquiries from members with regard to application status, required documentation, and other issues regarding retiring applicants TRS accounts.
- Performs other duties as assigned.
