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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00145113 |
Description Activated On: 1/8/2026 2:46:16 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. To provide counseling services for SERS members residing in the area of the assigned regional office. |
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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 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 the working level and become fully responsible for the duties listed below. · Performs one-on-one counseling for retiring members regarding SERS retirement benefits and options. · Provides information and assistance to members as requested. · Calculates estimates of retirement benefits for members of the State Employees’ Retirement System. · Plans and conducts visitations with members and/or state agencies for the purpose of providing counseling services, which includes traveling throughout the field office service region. · Assists members in the completion of disability retirement or vesting forms. Monitors the accuracy and completeness of retirement forms/packages. · Coordinate, schedule and conduct informational counseling programs as directed or needed. These programs include: pre-retirement seminars, question and answer sessions, new member briefings, vestee seminars and presentation of the SERS information program and general information about the Retired Employee Health Program (REHP). Coordinate with non-SERS speakers for program participation. · Counsels non-vested members as to the effect of withdrawing their contributions and assists in completing proper forms. · Counsels members on purchase of service including preparation of paperwork and explanation of purchase options. · Serves as liaison with Public School Employees’ Retirement System for multiple service members. · Verify member’s eligibility for coverage in the Retired Employees’ Health Program (REHP) and assist with enrollment. · Perform clerical duties, as necessary, to ensure effective coverage of counseling center operations. · Serve as a resource speaker representing the State Employees’ Retirement System. · Comply with agency policies regarding transaction reporting · Perform 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. This position is afforded great independence under normal operations. Work is assigned through normal operations, except for assignments which are generated by the Regional Manager. Standards are developed by the Regional Manager in conjunction with the Director, Bureau of Member Services. Standards are reviewed semi-annually and adjustments are made accordingly. Work is also reviewed semi-annually and adjustments are made accordingly. NOTE: An individual at the SERS Retirement Counselor Trainee level works under the close direction of the supervisor. SERS Retirement Counselor 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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