Utah Retirement Systems Customer Service Technician I - RET in Salt Lake City, Utah

Utah Retirement Systems (URS) provides benefits for state and other Utah public employees. It has two divisions. The Retirement Office administers pension and retirement savings plans. PEHP specializes in medical, dental, life, and other benefits.

Summary:

Acts as front-line contact for receiving and responding to incoming department calls and walk-ins. Performs a variety of general clerical duties to deliver day-to-day services of the Defined Benefit Retirement Department.

Duties and Responsibilities:

  • Answers incoming calls in a timely manner, assists members visiting the office, schedules appointments and takes requests for estimates, service evaluations, and purchases.

  • Responds to questions from members, employers, outside agencies, attorneys, and financial planners regarding general questions for all URS retirement systems, and the Utah Governor’s and Legislators’ Plans. Responds (both verbally and in writing) to inquiries in a timely and courteous manner.

  • Mails requested forms or information, monthly retirement benefit notice packets, insurance billing letters, and other communications.

  • Assists members in completion of department forms. Processes, completes, and assures accuracy of: retirement applications, direct deposits, address changes, beneficiary changes, tax changes. Maintains inventory of supplies.

  • Approves the preliminary report for refund and death benefit payouts.

  • Processes and maintains order of paperwork and prepare documents for scanning.

  • Maintains strict confidentiality.

  • Performs other related duties as assigned.

Education and Experience

High School diploma and one (1) year of progressively responsible experience performing clerical duties, customer service, data entry or similar duties; or an equivalent combination of education and experience.

Knowledge, Skills, and Abilities

Requires knowledge of purposes, principles and practices of all of the public retirement systems: contributory, noncontributory, public safety, firefighter and judges systems and the Governor and Legislator plans; retirement laws, codes, policies and guidelines; guidelines for awarding refunds; computer operations and technical software applications; public relation skills; communication techniques and interpersonal relation skills;; basic accounting and bookkeeping; math and related statistical procedures and telephone etiquette.

Must have the ability to communicate regarding a variety of retirement issues and programs; communicate effectively verbally and in writing; ability to follow written and verbal instructions; perform basic mathematical calculations; establish and maintain effective working relations with technical advisors, managers, co-workers and the public; operate a variety of office equipment including personal computer, calculators, etc.; work independently and deal effectively with stress caused by time deadlines, high volume of incoming calls, handling difficult and irate calls and continuous public contact.

Work Environment

Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions.

ID: 2017-2462

External Company URL: http://www.urs.org/