Retirement Benefits Analyst - Help Members Plan Their Future

State of Louisiana; Baton Rouge (LA); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

Parental Leave

Holidays and Leave

Job summary

State of Louisiana is seeking a Customer Service Representative/Retirement Benefits Analyst in Baton Rouge to assist members with retirement options, provide written estimates, and perform preparatory work for appointments. The role requires accuracy, attention to detail, and strong customer service skills.

The ideal candidate will understand service purchases, transfers, and refunds, and be able to work with both appointments and walk-ins while maintaining professional standards within LASERS’

Qualifications

• Three years of experience in employee benefits.
• Six years of full-time experience in any field.
• A bachelor's degree.
• Every 30 semester hours earned from an accredited college or university will be credited as one year of experience towards the six years of full-time work experience in any field. The maximum substitution allowed is 120 semester hours which substitutes for a maximum of four years of experience in any field.

Responsibilities

• Consules individual members during scheduled appointments in-house. Provides scheduled appointments with written estimates on available retirement options and different beneficiary designations, including, but not limited to, DROP, IBO, regular retirement, actuarially reduced retirement, and disability retirement. Also provides the members with calculations, if applicable to that member that includes service purchases, transfers, reciprocals, and repayment of refunds.
• Completes preparatory work for appointments. This includes reviewing members’ entire files, preparing service credit reviews, verifying the final average compensation, and processing preliminary estimates prior to the appointment.
• Assists walk-ins regarding W4-P (Tax Withholding) changes, address changes, direct deposits, requests for duplicate 1099Rs, income verification requests, DROP/IBO withdrawals, and other retirement issues, including providing estimates when appropriate.

Skills

Communicating Effectively

Making Accurate Judgments

Thinking Critically

Accepting Direction

Displaying Expertise

Managing Time

Education

Bachelor's degree

Job description

State of Louisiana is seeking a Customer Service Representative/Retirement Benefits Analyst in Baton Rouge to assist members with retirement options, provide written estimates, and perform preparatory work for appointments. The role requires accuracy, attention to detail, and strong customer service skills.

The ideal candidate will understand service purchases, transfers, and refunds, and be able to work with both appointments and walk-ins while maintaining professional standards within LASERS’