Benefit Services Account Representative

STRS Ohio Benefit Services Account Representative

STRS Ohio is seeking a Benefit Services Account Representative, to join the Member Benefits/Recipient Benefits Processing team.

Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's largest retirement systems, serving over 500,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.9 billion as of June 30, 2024, in assets and paying more than $7 billion in benefits annually.

STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Compensation: $22.69 - $25.52/ hr.

Work Schedule: 8:00am-5:00pm Monday through Friday (Onsite)

General Summary: Under the direction of the assistant director, Recipient Benefits Processing, and the manager, Recipient Benefits Processing, analyze applications and records to process re-employment retiree benefits. Analyze documents in recipient records to process benefit changes, reports and recipient records to replace returned or rejected benefit payments, process federal and state tax withholding and refunds, bank and home address changes and additional death benefit applications.

Summary of Responsibilities:

• Analyze reemployment payment applications and member records and pay the correct reemployment benefit. Process Required Minimum Distribution (RMD) payments for reemployed retirees according to the Internal Revenue Code.
• Research and reissue returned benefit payments. Determine continued eligibility for the outstanding and stale dated payments and replace the payments as appropriate.
• Analyze forms and make appropriate bank, address, tax withholding, power of attorney (POA), guardianship and beneficiary designation changes as appropriate.
• Review, analyze and document overpaid accounts, establish receivables and State Teachers Retirement System of Ohio (STRS Ohio) split payments and monitor collections. Provide collection and account information to benefit claims coordinator, as required.
• Communicate with members, recipients, beneficiaries, reemployed retirees and other entities regarding data changes; beneficiary designations; reemployed applications and other forms; outstanding check issues and POA/guardianship documents.

The above list of duties is intended to describe the general nature and level of work performed by persons assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the persons so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct and control the work of associates under supervision.

Summary of Qualifications:

• High school diploma or equivalent required.
• Associate degree in business or related field preferred however, an equivalent combination of education, training and relevant STRS Ohio experience may be considered in lieu of a degree.
• Demonstrated ability to analyze information and appropriately apply business rules to process requests such as, but not limited to, eligibility and benefit calculations.
• Above-average mathematical aptitude required.
• Ability to work with and preserve confidential information required.
• Above-average oral and written communication skills required.
• Above-average organizational skills and a high degree of accuracy and attention to detail required to complete day-to-day and ad-hoc assignments.
• Proven ability to operate Microsoft Office programs and standard office equipment required.

Equal Employment Opportunity Employer Statement

State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual.

ADA Statement

STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.