Retirement Specialist

Retirement SpecialistÂ

Job Details

• Location: Phoenix, AZ (Onsite)
• Schedule: Monday–Friday, 8:00 AM–5:00 PM (5 days/week)
• Compensation: based on experience
• Employment Type: Contract Position

Role Summary

The Retirement Advisor provides mid-level administrative support and member services within the Retired Department. This role focuses on pension administration, retirement account processing, health insurance enrollment, and member data management within established database systems while ensuring confidentiality and compliance with applicable requirements.

Core Technical Skills

Pension & Retirement Administration

• Pension administration
• Retirement account processing
• Pension payroll administration
• Public Safety Personnel Retirement System
• Corrections Officer Retirement Plan

Benefits & Health Insurance Processing

• Health insurance enrollment
• Health Insurance Portability and Accountability Act (HIPAA) privacy requirements
• Basic insurance elections
• Insurance applications (scan and electronic transmission to appropriate state agencies)

Member Account Maintenance

• Name and address changes
• Federal and state tax withholdings
• Direct deposit updates
• Dependent information

Accounting, Auditing & Payment Processing

• Accounting and auditing principles within pension payment systems
• Account reconciliation
• Process ACH returns
• Stop payments
• Check reissues
• Audit member account updates

Data & Records Management

• Member data management
• Data entry
• Records management systems (automated and manual)
• Database systems
• Computer software applications
• Prepare documents for scanning
• Scan documents

Customer Support Channels

• Phone support
• Email support
• Fax support
• In-person communication

Portals & Member Systems

• Members Only online portal (technical support)

Regulatory & Policy Compliance

• State and federal laws governing retirement and insurance benefits
• Applicable state and federal statutes
• Policies and procedures related to Member Services Division operations
• HIPAA privacy regulations
• Internal policies and procedures

Key Responsibilities

• Establish and maintain retirement records for Public Safety Personnel Retirement System and Corrections Officer Retirement Plan members to support pension payroll administration.
• Process and audit member account updates including name and address changes, federal and state tax withholdings, direct deposit updates, dependent information, and basic insurance elections.
• Perform data entry, account reconciliation, and ensure accuracy within pension and benefits systems.
• Process ACH returns, stop payments, and check reissues in accordance with accounting and auditing principles.
• Distribute and research returned mail; prepare and manage monthly pension and department mailings.
• Prepare documents for scanning; scan and electronically transmit insurance applications to appropriate state agencies.
• Provide multi-channel customer support via phone, email, fax, and in-person communication.
• Respond to retirement benefits and health insurance inquiries, interpreting and applying applicable state and federal statutes.
• Provide technical support for the Members Only online portal for active and retired members.
• Support special projects, including death index reporting, death notifications to local boards, and insurance contacts.
• Maintain compliance with HIPAA privacy regulations and internal policies and procedures.

Qualifications & Experience

Experience

• Experience in public sector retirement systems, benefits administration, pension payroll operations, or member services support.

Technical Competencies

• Computer software applications and database systems.
• Records management systems (automated and manual).
• Accounting and auditing principles within pension payment systems.
• State and federal laws governing retirement and insurance benefits.
• Health Insurance Portability and Accountability Act (HIPAA) privacy requirements.
• Policies and procedures related to Member Services Division operations.
• English grammar, composition, and business correspondence standards.

Professional Skills

• Customer Service & Member Relations.
• Regulatory Compliance & Policy Interpretation.
• Pension & Benefits Administration.
• Health Insurance Enrollment Processing.
• Data Accuracy & Quality Control.
• Written & Verbal Communication.
• Confidentiality & Information Security.
• Analytical Thinking & Problem Solving.
• Time Management & Prioritization.
• Team Collaboration & Cross-Functional Support.
• Apply applicable laws, rules, and regulations within retirement system operations.
• Exercise sound judgment when handling confidential or sensitive information.
• Compose, edit, and proofread correspondence, reports, and official documents.
• Explain complex retirement system policies and procedures clearly to diverse audiences.
• Establish and maintain effective working relationships with members, retirees, local boards, and outside agencies.
• Organize, prioritize, and manage multiple assignments under strict deadlines.
• Read, comprehend, and interpret complex materials.
• Work independently and collaboratively within team environments.

Physical & Compliance Requirements

• Background check
• Drug test
• Credit check

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