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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00077801 |
Description Activated On: 9/27/2023 1:37:53 PM |
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 position is located in the Service Purchase Unit work unit of SERS-Membership Services Division with responsibility for certification, recertification, and/or reinstatement of service for SERS members with prior state service; intervening, non-intervening, and/or USERRA military service; out-of-state service; and/or multiple service. |
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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. NOTE: An individual working at the Retirement Technician Trainee level will participate in a one-year training program to learn position responsibilities. After successful completion of the training period, the employee will be promoted to Retirement Technician and become fully responsible for the duties listed below. Audit each member’s record to identify any errors in contribution rates, birth dates, entry dates and categories of membership. Compute the years of credited service for future benefit calculations with SERS. Receive Requests for Cost Statements (SERS-131) and related correspondence. Obtain information from SAP, CMIC Payroll History screens, members’ employment history, OA-920 cards (Employee Earnings Record), Service and Salary Records, and any applicable computer printouts. Evaluate data received from members and/or agencies. Verify information retained on SERS’ records and computerized files and determine eligibility for creditable service. Prepare "Computation of Arrears Liability" worksheet, calculate costs and prepare Invoices of Amount Due by using the Service Purchase Program through SERIS. Request Account Adjustments to correct credited service in each membership class and category. This includes demographic information, such as name, sex code, contribution rate, entry date, birth date, retirement coverage code, category code, and membership class. Compute non-covered earnings, if applicable, and correct quarterly earnings, if required. Review and verify for accuracy and correctness, the "Computation of Arrears Liability" worksheets and Data Input completed by other technicians. Correct errors found by other technicians. Distribute documents and related information to appropriate SERS divisions, agency personnel and/or payroll offices, and SERS members. Prepare appropriate correspondence to SERS field offices, agencies, and members, as required. Contact agency personnel offices, SERS field offices, payroll offices, SERS members, and the general public by telephone or email as required. Answer incoming calls relative to service purchase requests and general information specific to the Membership Services Division. Maintain records on completed work and prepare a report for the supervisor's review at the end of each month. Assist with projects resulting from legislative action as it pertains to verification of member salary, service, historical data, longevity, and potential present and future benefits. Pull cases to work by priority cases first then in the order that they were received in the Document Processing System (DAWPM), oldest cases first. Respect confidentiality in regard to personal, financial, and other personal information. Assist with on-the-job training for Retirement Technician Trainees. Perform other job related duties as required. |
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. Work is performed under the general guidance of a supervisor. To perform position duties, the technician must be familiar with the terms and techniques of automated processing systems and have a thorough knowledge of the Retirement Code and the rules and regulations as they pertain to membership eligibility, creditable State/nonstate service, elections of certain optional features of the retirement program, and benefits. The technician is responsible for processing cases of varying difficulty levels and managing personal workload to meet expectations of processing quantity and quality. Employee is expected to apply judgment and problem solving skills, referencing appropriate job aids, processes, and policies, to complete cases, all of which differ slightly from one another. Technician verifies processing actions completed by a coworker to identify discrepancies between personal calculations and those of the coworker. Technician collaborates with coworker - referencing information in job aids, processes, policies, and systems – to resolve differences. When technician and coworker are unable to resolve a discrepancy, the issue is escalated to the supervisor for resolution. NOTE: An individual at the Retirement Technician Trainee level works under the close direction of the supervisor. Retirement Technician Trainees are expected to demonstrate continued progress and mastery of concepts and perform tasks with increasing independence as the training year progresses. |
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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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