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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00020371 |
Description Activated On: 2/14/2024 8:21:26 AM |
Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. This Retirement Technician Supervisor position is located in the Benefits Section of the Bureau of Benefits Administration and is responsible to manage the staff of the Retirement Processing Unit 1 (RTP1) and activities associated with the processing of all requests and aspects of disability and retirement benefits including the conversion of a disability benefit to an early or normal retirement benefit. Because production work is cyclical and subject to legislative changes, work staff may be assigned to perform a variety of tasks in other business areas based on PSERS operational needs. This position is identified as essential level 2. It supports a critical business function and when there is a declaration of an office closing, emergency or disaster, the incumbent may be required to participate/assist in those functions to aid the business continuity process. As such, the incumbent may be required to remain at or report to work at headquarters or an alternate site and be available or reachable by telephone during the recovery process. |
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Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor. Plan, direct and control all RTP1 work activities. This includes but is not limited to; personnel issues, work management, etc. * Apply the provisions of the Retirement Code, rules, regulations, PSERS legal opinions, business rules and procedures as they relate to member accounts, employer reported data, benefit eligibility and benefit determination.* Share information with staff, to include but not limited too; policy changes, procedure changes, etc. * Serve as the subject matter expert in representing the unit in the development of business rules or system enhancements. Communicate business requirements; recommend screen design/layout, data validations, report formats, and form and letter design and content; participate in the review, analysis, testing, implementation and monitoring of PSERS’ pension administration system and Workflow.* Assist with coordinating and performing User Acceptance Testing by developing test scenarios that reflect actual business cases; review and approve test scripts; create comprehensive test data; initiate the documented test scenarios; report issues found; review and approve test results; participate in writing/reviewing system change requests to ensure that business requirements are met.* Possess data and process knowledge of all technical functions performed throughout the Agency as it pertains to benefit calculations.* Provide direction, guidance and inspiration to staff. Demonstrate and set the expectation of support in qualities of cooperation, inclusiveness, expertise, cost effectiveness, initiative, creativity, customer service, dependability, ethical conduct, dedication, effective staff and technology utilization, recognition and support. Facilitate positive change.* Monitor employee performance against established performance standards and expectations; develop staff and provide staff recognition; provide constructive feedback, counsel and discipline as needed; manage leave and attendance; select job candidates in accordance with Commonwealth policies; ensure fair and equitable treatment.* Ensure that written performance targets, standards, goals and objectives are communicated to all staff in addition to monitoring/responding to individual and team performance.* Monitor, assist with development, and implement operational and procedural guidelines. Analyze, establish and monitor work processes to maintain effectiveness measures; assist in developing short and long range plans to meet workload demands; seek ways to increase efficiency and effectiveness; recommend process improvements.* Organize, manage and monitor staff and responsibilities within the unit to support and actively pursue the commitment of PSERS to serve the members and stakeholders of the System as set forth in PSERS' Mission and Vision statements; demonstrate your commitment to meet and/or exceed the goals and objectives set forth each calendar year from the Agency Strategic Plan.* Ensure that staff receive required Commonwealth training; evaluate staff strengths and weaknesses; provide opportunities and training to increase skills and knowledge; develop written training plans and ensure that the training plan is shared and communicated to staff.* Demonstrate data and process knowledge of the bureau's application software tools such as PSERS’ pension administration system , Workflow, Workflow Query, Pension Query, Microsoft Office, and Imaging and apply that knowledge to accomplish the work.* Ensure that all requests for information (written or oral) from staff, members, annuitants, attorneys, etc. are researched and accurately answered within established time frames; ensure that written and oral communications are clear and presented in a logical and organized manner. Assist in preparing policy and procedural manuals for the processing area (including work processes, policy decisions, court ordered or Administrative Hearing decisions).* Testify at administrative hearings on behalf of PSERS on benefit issues such as Benefit calculation, disabilities and other critical issues. This includes working jointly with the Legal Division in analyzing and preparing the case.* Ensure the proper maintenance of medical documents (PHI), are in accordance with Health Insurance Portability & Accountability Act (HIPAA).* Perform other related duties as assigned. Data Duties: - Analyze employee performance-related production data - Analyze employer account data to validate information or identify errors - Analyze employer-reported data to determine actions necessary to correct or prevent future data errors - Analyze member account data to validate information or identify errors - Analyze production data for statistical reporting (e.g. trends, historical) - Analyze production data for work management - Apply necessary member account and associated employer account adjustments - Assist in establishing, recommending, and enforcing data administration and quality assurance policies regarding data collection. - Calculate necessary member account and associated employer account adjustments and determine actions required to correct data - Calculate, input, and correct disbursement data - Coach staff about the importance of data accuracy - Collaborate with other staff to identify employer training needs - Communicate and promote the value of data assets - Communicate with employers to clarify questionable or missing data - Communicate with members to clarify questionable or missing data - Confirm system responded accurately to actions taken - Confirm that accounts are being reviewed and corrected according to Agency policy and procedures - Create data business rules and definitions. - Create or identify test data that meets the comprehensive testing requirements - Develop and provide remedial training for staff regarding data issues - Enforce data administration and quality assurance policies. - Ensure that approved data validations are implemented - Identify and approve staff access to standard system data and functions - Identify staff training needs as it relates to data - Identify the consequences of bad data as it relates to the business area - Identify the data requirements necessary to ensure comprehensive testing of system functionality - Identify, review, analyze and ensure the integrity of data as it relates to this position - Oversee the requirements, development, extraction and analysis of data provided to external entities - Participate in data cleansing projects as assigned - Participate in the design of system enhancements to promote data quality - Participate in the requirements, system design, and implementation as it relates to data cleanup projects - Participate in the review of requests and processes where PSERS shares information with external entities - Perform testing on system data changes to ensure accuracy prior to implementation - Recommend data validations - Research and analyze potential and known data issues - Research demographic information using internal and external resources to determine actions necessary to create or update member data - Research system functionality, data and business procedures to determine root cause of problems - Review member accounts and associated employer account adjustments posted to ensure accuracy - Review the accuracy of data submitted on forms and determine appropriate action - Share information with staff regarding known employer reporting issues - Validate data changes via script, etc. after implementation to ensure accuracy - Validate data entry by comparing data on the form to inputted data - Validate system data changes after implementation to ensure accuracy - Verify disbursement data |
Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature. Assignments are completed independently; extraordinary situations are addressed as necessary with the Retirement Administrator or appropriate senior management. Decisions are made independently when resolving data errors or inconsistencies. |
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Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License Experience: Licenses, registrations, or certifications: 1. N/A 2. N/A 3. N/A 4. 5. 6. |
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Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
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