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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00092495 |
Description Activated On: 4/24/2026 9:51:24 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. The Bureau of Benefits Administration (BBA) is responsible for gathering, reviewing, analyzing, updating, and adjusting monetary and non-monetary member and employer reported data in both the member and participant accounts to eliminate errors or inconsistencies. The data being adjusted or verified may also result in a receivable or credit in the employer, member or participant account and is used as input in determining actuarial rates for the agency. 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. While the primary focus is maintaining accurate data in the member or participant account this position generally performs a variety of critical duties in the review, analysis, control, and reconciliation of financial data, member affiliate, and employer records and information supplied to the general ledger for posting to the member savings account, DC Plan and accounts receivable for posting to the employer account. |
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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. Understand, interpret, and apply the provisions of the Retirement Code, rules, regulations, PSERS legal opinions, business rules and procedures as they relate to member and participant account and employer reported data, benefit eligibility, and benefit determination. * Perform a review of multiple service requests to determine eligibility. Establish and maintain effective working relationships with coworkers, other agency staff, members, and school districts. * Establish and maintain effective working relationships with coworkers, other agency staff, members, and school districts utilizing and following written procedures. * Ensure that written and oral communications are clear and presented in a logical and organized manner following procedures where provided. * Participate in the design of new business processes and system enhancements; serve as a subject matter expert; 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 V3, and Workflow. * Demonstrate process knowledge of all technical functions performed throughout the agency as it pertains to data verification, benefit estimates, benefit calculations, refund of contributions and interest, and purchase of service. * Apply knowledge of the bureau’s application software tools such as V3, Workflow, Workflow Query, Pension Query, Microsoft Office, and Imaging and apply that knowledge to accomplish assigned job duties. * Apply application software knowledge of Third Part Administrator Sponsor Web System used to gain participant account knowledge necessary to complete job duties. * Assist with work in other units within the bureau during times of significant backlog, special projects, process redesigns, reconciliation or legislative proposals as assigned. Participant Account Review unit is comprehensive and handles virtually all components of participants DC Account. This unit is responsible for monitoring all data coming into the DC Plan. PAR is the main point of contact for all TASK submitted through the Third Party Administrator Sponsor Web (currently Voya). Perform other related work as assigned. Instructs employer on law, rules and procedures related to the Public School Employees’ Retirement System. These include, but are not limited to, rules for membership eligibility, calculating service time, determining retirement covered compensation, employer billing on the purchase of service credits, DC Plan losses, and corrected employer account billing though the Third Party Administrator. Instructs employers on how to communicate and format member demographic records, contract records, work reports and work report adjustments through web based reporting systems for PSERS and the Third Party Administrator. Resolve employer reporting problems and track compliance of employers to submit timely reports ad required. Coordinate work with PSERS fiscal account staff if reports or payments are delinquent. Determine where employer funds are allocated when DC Plan corrections occur. Analyze employer account data to validate information or identify errors Analyze member account data to validate information or identify errors Analyzes and determines the potential impact of data changes via scripts, etc. Analyzes employer account data to validate information or identify errors. Analyzes employer account data to validate information or identify errors. Analyzes employer-reported data to determine actions necessary to correct or prevent future data errors Analyzes issues experienced by employers during the submission of employer reports and assist with the resolution Assists the Agency with developing and implementing strategies to ensure data integrity Calculates necessary member account and associated employer account adjustments and determine actions required to correct data Collaborates with other staff to identify employer training needs Calculate necessary member account and associated employer account adjustments and determine actions required to correct data Calculates lost earnings on omitted or late employer reporting Calculates after-tax percentages when data omitted after-tax amounts are found Communicates and promotes the value of data assets Communicates with employers to clarify questionable or missing data Confirms system responded accurately to actions taken Communicate with employers to clarify questionable or missing data Create or identify test data that meets the comprehensive testing requirements Facilitates employer compliance with Agency requirements 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 Identifies the consequences of bad data as it relates to the business area Identifies the data requirements necessary to ensure comprehensive testing of system functionality Identifies, reviews, analyzes and ensures the integrity of data as it relates to this position Inputs data from incoming documents Participates in data cleansing projects as assigned Participates in the design of system enhancements to promote data quality Participates in the development of data requirements for queries, reports, etc. Participates in the requirements, system design, and implementation as it relates to data cleanup projects Perform peer reviews Perform testing on system data changes to ensure accuracy prior to implementation Recommends data validations Researches and analyzes potential and known data issues Research system functionality, data and business procedures to determine root cause of problems Reviews member accounts and associated employer account adjustments posted to ensure accuracy Reviews the accuracy of data submitted on forms and determine appropriate action Review member account and associated employer account adjustments posted to ensure accuracy Share information with staff regarding known employer reporting issues Validate data changes via script, etc. after implementation to ensure accuracy Validate system data changes after implementation to ensure accuracy Validates data entry by comparing data on the form to inputted 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. Work is performed independently within general guidelines and with minimal supervision. Decisions are made at the staff level after verification that data requirements are met under the business guidelines. Work is reviewed by a Peer Reviewer, Supervisor, or Management. |
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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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