*Senior Retirement Specialist at University of Oklahoma in Oklahoma City, Oklahoma

Job Description:

Responsible for tri-campus administration of retirement benefits with current University faculty and staff, upcoming retiring members, retirees, and beneficiaries

Duties:

• Completes all subsidy billing for all campuses, ensuring that the University receives the maximum payment to assist in funding retiree benefits


• Runs forfeiture reports, researches, and processes service requests to forfeit funds when appropriate


• Provides analysis of various reports used to find and resolve issues


• Responds to and resolves complex member issues and retiree benefit discrepancy problems


• Works past due payment reports, sends past due notices, processes files to terminate coverage and sends information to University Collections when appropriate


• Serves as the back-up to the Retirement Services Manager when needed, providing general day to day supervision of Retirement Specialist


• Provides customer service support for all active employees and retirees


• Reports benefits-related data and trends to department management


• Performs various duties as needed to successfully fulfill the function of the position

Required Education: Bachelor's degree, AND:

• 36 months experience working in Benefits, Retirement, Administration, or related field

Equivalency/Substitution: Experience or a combination of education & related experience can be considered in lieu of degree. A one-to-one ratio is used to determine the number of years of experience required in place of a degree.

Skills:

• Strong verbal and written communication skills with the ability to conduct employee / retiree presentations.


• Comprehensive knowledge of and ability to apply basic math skills.


•  Ability to collect and analyze data


• Ability to maintain confidentiality and exercise discretion with sensitive information


• Ability to make sound administrative/procedural decisions and judgments calls


• Basic problem-solving techniques


• Highly organized and able to handle multiple projects and deadlines


• Proficient in Microsoft Office (Word, Outlook, and Excel)


• Detail oriented for accuracy of data and information.


• Highly organized and ability to handle multiple projects and deadlines.


• Ability to excellent customer service and build rapport with faculty, staff, and retirees


• Knowledge of benefit programs, best practices, policies, and compliance

Certifications: None

Working Conditions:

• Sit for prolonged periods. Use of a computer, calculator, and telephone.


• Ability to engage in repetitive motions.


• Communicate effectively and listen.


• Standard Office Environment


• Frequent exposure to pressure caused by deadlines and busy periods.


• Requires contact with employees, retirees, other departments, and University officials

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.

Apply Now