Post-Retirement Benefits Processing Account Representative

State Teachers Retirement System of Ohio; Columbus (OH); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

On-site parking

Educational assistance

Subsidized medical insurance

Fully paid dental and life insurance

Vacation and sick leave

Retirement benefits

On-site fitness center

Job summary

State Teachers Retirement System of Ohio seeks a Post-Retirement Benefits Processing Accounts Representative for the Recipient Benefits Processing team. The role focuses on death report processing, beneficiary determination, and benefit adjustments in a structured office setting.

Under supervision, you will prepare documents for payments, review records, and ensure accuracy while handling confidential information.

Qualifications

• Requires High School diploma or equivalent and college coursework or 3 years of relevant experience.
• Associate degree in business or related field preferred.
• Proven ability to analyze information and apply business rules to process requests.

Responsibilities

• Process death notifications for recipients and review family information.
• Prepare documents for benefits payable including POA, bank and tax changes.
• Analyze records and process lump-sum and monthly benefits to beneficiaries.
• Determine eligibility and changes due to marriage, divorce or death.
• Communicate with internal/external contacts and support team in Benefits processing.

Skills

Analytical skills

Communication skills

Microsoft Office

Attention to detail

Confidentiality

Education

High School diploma or equivalent

College-level coursework

Associate degree in business

Tools

Microsoft Office

Job description

STRS Ohio, STRS STRS Ohio is seeking a Post-Retirement, Benefits Processing 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 nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, 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

$23.28/ 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 supervisor, Post-Retirement Benefits Processing, receive and process death reports, analyze documents and records to determine eligible recipients. Pay lump-sum and monthly benefits, determine eligibility and process benefit changes and assist in other areas of benefits processing.

Summary of Responsibilities

• Process notifications of recipient deaths.
• Research death match accounts to determine beneficiary and payment options.
• Review the member’s record and family information to determine beneficiaries and benefits payable.
• Prepare all the appropriate documents and forms for the benefits payable to the beneficiary, such a power of attorney (POA), bank and tax changes.
• Analyze documents as they are returned and process all payments, including lump-sum and monthly benefits, to all beneficiaries.
• Determine if funds due or paid during the member’s lifetime need to be replaced to the beneficiaries and make those payments.
• Evaluate and determine if benefits are due State Teachers Retirement System of Ohio (STRS Ohio) after the death of the recipient and collect benefit overpayments.
• Prepare collection documentation if applicable.
• Determine eligibility, prepare estimates and make benefit changes due to marriage, divorce and beneficiary death.
• Analyze accounts to determine benefits payable to survivors after the death of the retiree.
• Process call-tracking requests; answer telephone inquiries, miscellaneous correspondence and other requests concerning areas of benefits processing.
• Own member issues and processing issues that arise and bring to resolution.
• Seek guidance from management as needed.
• Assist with the annual documents review of standard correspondence and forms, as requested, by identifying changes and suggesting new language.
• Write ongoing updates to standard correspondence, as requested.
• Test new and revised procedures for the team and edit as needed.
• Test programming changes, as requested, and participate in data clean-up projects.
• Assist associates in other departments concerning benefits processing functions.
• Demonstrate a continual growth in the knowledge of the team’s work and function and accurately apply such knowledge.

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.
• College-level coursework or three years’ relevant experience required.
• Associate degree in business or related field preferred.
• Demonstrated ability to analyze information and appropriately apply business rules to process requests such as, but not limited to, eligibility and benefit calculations.
• General knowledge of the Ohio Revised Code 3307, Defined Contribution Plan Document, Ohio Administrative Code and STRS Ohio policies concerning post-retirement benefits preferred.
• Ability to complete work in a positive manner and support the mission and vision of STRS Ohio and Member Benefits.
• Excellent math and analytical skills required.
• Ability to proofread or evaluate written material required.
• Ability to work with and preserve confidential information required.
• Above-average oral and written communication skills required.
• Interpersonal skills necessary to deal effectively and courteously with internal and external contacts required.
• Excellent organizational skills and a high degree of accuracy and attention to detail required.
• Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required.
• Proven ability to operate Microsoft Office programs and standard office equipment required.
• Excellent work record of attendance, punctuality and the ability to maintain a flexible work schedule to meet business needs.
• Occasional evening, weekend and non-regular work hours may be 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.

Visa/Sponsorship

To be offered a position with STRS Ohio, you must be either a U.S. citizen or possess proper legal authorization to work in the U.S. for the type of job you are seeking. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship.

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.

Posting Drug-Free Workplace Statement

The State Teachers Retirement System of Ohio (STRS Ohio) is a drug-free workplace. The use of recreational marijuana and non-medical cannabis is strictly prohibited.

Pre-Employment Drug Testing

All final candidates tentatively selected for employment will be required to undergo a urinalysis drug screening prior to appointment. This screening includes testing for illegal substances, including marijuana. A positive test result will disqualify the applicant from employment unless valid medical documentation is provided for legally prescribed medications or a physician’s recommendation for medical marijuana.

Pre-Employment Background Investigation

The final candidate selected for this position will be subject to a criminal background check. STRS Ohio will conduct an individualized assessment of any prior criminal convictions before making a determination regarding employment eligibility.

STRS Ohio associates are highly talented, customer service-oriented professionals.

We are an equal opportunity employer — employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class. Résumés and applications are retained on file for consideration for at least six months from the date of receipt.

STRS Ohio is one of the nation’s leading retirement systems, serving about 500,000 active, inactive and retired Ohio public educators. Operating under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly, STRS Ohio is legally separate from and fiscally independent of state and local governments.

Click here to learn more about STRS Ohio’s mission and vision, history, assets and funding, workplace culture and investment in Ohio.