Employer Services Analyst

Job Posting Title

Employer Services Analyst

Agency

715 TEACHERS RETIREMENT SYSTEM

Supervisory Organization

Teachers' Retirement System

Job Posting End Date

Refer to the date listed at the top of this posting, if available. Continuous if date is blank.

Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.

Estimated Appointment End Date (Continuous if Blank)

Full/Part-Time

Full time

Job Type

Regular

Compensation

Up to $68,577 commensurate with education and experience.

Job Description

Basic Purpose:                                                                                                      

Under the administrative direction of the Employer Services Manager, the Employer Services Analyst is responsible for assisting with the employer reporting, auditing, and education functions as well as assisting in other areas as needed in the Finance Department of the Teachers’ Retirement System of Oklahoma.  The incumbent is expected to work cooperatively as a member of the TRS team, incorporating the agency's Mission, Vision and Values.

DESCRIPTION OF DUTIES:

This list is neither all-inclusive nor restrictive.  Management reserves the right to further define duties based on operational needs.  Duties include, but are not limited to, the following:

Employer Interfacing

·         Record and respond to employer inquiries, issues and concerns which come into the employer helpdesk email or phone line.

·         Analyze and determine when report validation exceptions should be put into place. Advise employers what steps to take when exceptions are not appropriate.

·         Communicate with employers when reports are missing or late.

·         Give approval and manage new and existing Employer Portal Users in the system.

·         Manage employer contact information.

Management of Missing Reports

·         Identify which employers have missing reports on a monthly basis.

·         Reach out to employers to determine what course of action is needed to produce missing reports and rectify reporting errors.

·         Provide employer training and support to promote timely reports and payments.

Conduct Employer Audits

·         Conduct employer compliance audits as planned and directed by the Employer Services Manager.

·         Prepare audit results.

·         Present audit results to employer and recommend corrective actions including employer education.

Management of Employer Retirement Verifications

·         Regularly track current ERV requirements.

·         Report missing ERV’s to Manager.

·         Contact employers and educate them about how to complete the forms and their importance.

·         Work with Finalizations and Reconciliations to address discrepancies in ERV’s.

·         Communicate with Audits/Billings/Estimates about flagged ERV’s.

Adhere to TRS Statutes and Rules

·         Clearly communicate TRS statutes and rules to employers.

·         Possess good working knowledge of the Employer Manual.

·         Recommend employer education to employers and communicate employer education gaps to the Employer Services Manager. 

Financial Functions

·         Assist with various functions within the Finance Department.

·         Validate and process insurance supplement payments for employers.

·         Administrative duties required by the Finance Department.

Level Descriptor:

This is the specialist level of the job family, where employees are routinely assigned responsibilities for advanced and complex level work and perform tasks with greater independence. Employees at this level may be recognized as experts in the specialty and may serve as mentors to lower-level staff.

Education and/or Experience: 

Education and Experience requirements at this level consist of a bachelor’s degree and one (1) year of level experience in business or public administration, data science, data analysis, or similar experience.

 

Preferred Qualification:

·         Preference may be given to individuals with business accounting, audit, and customer service experience.

 

General/Organizational Competencies:

·         Quality/Compliance: achieving a standard of excellence with work processes and outcomes, while complying with policies, practices, and all regulatory requirements.

·         Customer Service: striving for high client satisfaction; being helpful and pleasant; making it as easy as possible on the client rather than the agency.

·         Communication: balancing listening and talking; speaking and writing clearly, effectively and accurately; influencing others; keeping others informed.

·         Team Player: being cooperative, helpful, respectful, approachable, and team-oriented; building strong working relationships and a positive work environment.

·         Initiative: taking ownership of work; doing what is needed without being asked; following through.

·         Efficiency:  planning ahead; managing time well; being on time; thinking of better ways to do things and improving day‑to‑day operations.

·         Coachability: being receptive to feedback; willing to learn; embracing continuous improvement.

·         Integrity and Ethics: demonstrating integrity and a high degree of ethics.

 

Knowledge/Skills/Abilities

·         Knowledge of current computer software, office systems and equipment, especially Excel.

·         Skill in understanding and applying statutes, rules, and procedures.

·         Skill in customer service.

·         Skill in arithmetic reasoning and ability to perform high level complex calculations.

·         Skill in identifying problems and providing innovative solutions to complex issues.

·         Skill in demonstrating proficiency in both oral and written communication.

·         Skill in relating abstract ideas to actual needs: in expressing complex procedures clearly and concisely both orally and in writing.

·         Ability to apply policies and procedures to general problems.

·         Ability to follow complex oral and written instructions in detail and with accuracy.

·         Ability to prepare, understand and interpret written materials.

·         Demonstrated ability to work positively and effectively with staff, Board of Trustees, consultants, clients, the general public and others.

PHYSICAL DEMANDS:

While performing the duties assigned, the employee is required to use hands to finger, handle or feel, and to talk or hear.  The employee is frequently required to walk, sit and reach with hands and arms.  The employee is occasionally required to stand.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and distance vision.  Valid driver’s license and travel required.

Equal Opportunity Employment

The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.

Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.

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