Retirement Benefits Processor

State Teachers Retirement System of Ohio; Columbus (OH); On-site; USD 66,721,000 - 69,018,000; Full time

Benefits offered by this job

On-site parking

Educational assistance

Subsidized medical insurance

Dental insurance

Life insurance

Vacation and sick leave

Retirement benefits

On-site fitness center

Job summary

STRS Ohio is seeking a New Retirement Account Representative to join the Member Benefits Processing team in Columbus, Ohio. You will document and calculate a variety of benefit payments, ensure accurate processing, and coordinate with internal departments and external retirement systems.

The role emphasizes reviewing member records, calculating benefits, and maintaining high-quality service while meeting deadlines in a professional, on-site environment.

Qualifications

• High school diploma or equivalent required.
• Associate degree in business or related field preferred.
• Three years’ relevant experience may substitute for a degree.
• Ability to evaluate data provided by members and contained within member records to handle all aspects of benefit payment applications, including but not limited to determining eligibility, calculating benefits and assessing the cost of services available for purchase.
• Ability to handle multiple priorities including regular workload and additional assigned tasks.
• 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.

Responsibilities

• Review and analyze member records and service retirement applications to ensure completeness, accuracy and eligibility.
• Establish partial payment schedules and catch‑up payments as needed.
• Analyze member records and applications to pay disability benefits and account transfers to OPERS and SERS.
• Prepare benefit estimates as needed.
• Ensure accurate set up of tax withholding deductions (federal, state, school district), direct deposit information and split payment deductions for overpayment recovery.
• Monitor pending service retirement, disability and other systems’ pays applications and conduct appropriate and timely follow‑up to obtain outstanding information.
• Work with other internal departments to resolve outstanding issues to finalize benefit payments.
• Analyze deposit and service reports and verify service credit and final average salary to ensure accurate benefit payments.
• Respond to member inquiries regarding retirement and disability application processes, requirements, and eligibility criteria.
• Document interactions in the member record.
• Identify reemployment violations and collect benefits not due to the member.
• Process member changes (name, address, tax withholding, direct deposit information) for pending service retirement accounts.
• Review the partial payment exception report and resolve issues to ensure payments are made or held as appropriate.
• Request and review final joint system information.
• Add the information to the member account for a combined benefit calculation.
• Take ownership of member issues and processing challenges, escalating to management when necessary.
• Participate in special projects as assigned.

Skills

Microsoft Office

Oral communication

Interpersonal skills

Organizational skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Associate degree in business or related field preferred

Tools

Microsoft Office

Job description

STRS Ohio is seeking a New Retirement Account Representative to join the Member Benefits Processing team in Columbus, Ohio. You will document and calculate a variety of benefit payments, ensure accurate processing, and coordinate with internal departments and external retirement systems.

The role emphasizes reviewing member records, calculating benefits, and maintaining high-quality service while meeting deadlines in a professional, on-site environment.