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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00101822 |
Description Activated On: 11/30/2022 2:44:27 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 exists in support of SERS' mission to provide benefits and services through sound administration, and to do so as quickly and accurately as possible. This is accomplished by processing and verifying retirements, death benefits, and related transactions. |
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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 program, the employee will be promoted to Retirement Technician and become fully responsible for the duties listed below. Review the following for accuracy, completeness, and compliance with predetermined procedural and legal guidelines. - retirement annuity applications and documents - annuitant death benefit documents - annuitant installment payments - annuitant excess earnings calculations - annuitant social security integration refund requests Research the member's history with SERS through SERIS, SAP, legacy screens (PET), DAWPM, and other appropriate sources, to determine entitlement eligibility for retirement or death benefit. Determine if the information being used to calculate service is current, complete, and correct. Review records to ensure system data is consistent with historical documents from the member's work history as it applies to the benefit calculation. Research the member's earnings, service, contribution, interest, and/or annuity payment history. Gather necessary background information from the member, employer-representatives, and/or survivor as needed. Provide corrected data as needed in order to reconcile the processing system's record with the research results, so the benefit calculation will be correct. Determine the appropriate method(s) – SERIS, manual calculation, worksheets, ect. – to use to make an efficient and accurate payment to the retiring member, beneficiary, or survivor annuitant. Enter data to SERIS for payment processing. Apply agency debts, arrears liabilities, and/or salary claims to the member's retirement account or death benefit as needed. Establish installment payments for Option 4 withdrawals as needed, and provide related required minimum distribution calculations and correspondence when applicable. Perform calculations and adjustments to determine appropriate retirement benefits, disability retirement benefits, and death benefits. Prepare and store documentation appropriate to the transaction being completed. Verify submitted paperwork, earnings data, service data, contributions and interest data, calculation method(s) used, data entry, calculation results, and documentation. Prepare verified transactions for audit by Department of Treasury. Respect confidentiality of members, annuitants, and beneficiaries in regard to personal, financial, and other information. Communicate by telephone or in writing with members and/or their authorized representatives, SERS' Field Office and Central Office personnel, beneficiaries, authorized financial institutions, and authorized attorneys regarding the status of benefit payments and procedural or technical information relating to payment of benefits. Assist with on-the-job training for Retirement Technician Trainees. Perform other 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. Employee is responsible for selecting cases of varying difficulty levels from work queues 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. Employee reviews member accounts and reconciles existing data to historical information found in member files. Employee identifies accounts requiring corrections and forwards these actions to a different work unit for processing. Employee verifies processing actions completed by a coworker to identify discrepancies between personal calculations and those of the coworker. Employee collaborates with coworker - referencing information in job aids, processes, policies, and systems – to resolve differences. When employee 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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