
Retirement Benefits Analyst 1/2/3/4
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At a glance
Requirements
Credentials this posting asks for.
Job overview
The State of Louisiana seeks a Customer Service Representative/Retirement Benefits Analyst to counsel members on retirement options, provide written estimates, and handle in‑person and phone inquiries. The role demands high accuracy, critical thinking, strong communication, and dependable, self‑motivated teamwork within the Member Services Division.
Skills & qualifications
Skills
Qualifications
Full job description
This is a Customer Service Representative/Retirement Benefits Analyst position within the Member Services Division. Applicant must provide a high degree of accuracy, attention to detail, critical thinking, and possess excellent customer service skills. Must be dependable and self-motivated with a good attitude, good organizational skills, and the ability to work well with others. Applicant’s work primarily entails counseling members on the phones and in person. Answers members questions regarding retirement benefits. Provides members with written estimates on available retirement options, different beneficiary designations, and all available retirement plans.
AN IDEAL CANDIDATE WILL POSSESS THE FOLLOWING COMPETENCIES: Communicating Effectively: The ability to convey information, ideas, and emotions using structured communication methods that promote understanding and engagement. Making Accurate Judgments: The ability to assess options, weigh risks, and make sound decisions using available information and logical reasoning. Thinking Critically: The ability to analyze information objectively, identify connections across sources, and form logical, well supported conclusions. Accepting Direction: The ability to be open and willing to follow guidance or instructions. Displaying Expertise: The ability to demonstrate specialized knowledge, skills, and experience to apply subject-matter expertise in diverse and evolving contexts. Managing Time: The ability to prioritize tasks, meet deadlines, and allocate time to ensure timely completion of work goals.Three years of experience in employee benefits; OR
Six years of full-time experience in any field; OR
A bachelor's degree.
EXPERIENCE SUBSTITUTION: Every 30 semester hours earned from an accredited college or university will be credited as one year of experience towards the six years of full-time work experience in any field. The maximum substitution allowed is 120 semester hours which substitutes for a maximum of four years of experience in any field. The official job specifications for this role, as defined by the State Civil Service, can be found here.Job Duties:• Counsels individual members during scheduled appointments in-house. Provides scheduled appointments with written estimates on available retirement options and different beneficiary designations, including, but not limited to, DROP, IBO, regular retirement, actuarially reduced retirement, and disability retirement. Also provides the members with calculations, if applicable to that member that includes service purchases, transfers, reciprocals, and repayment of refunds.
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Completes preparatory work for appointments. This includes reviewing members’ entire files, preparing service credit reviews, verifying the final average compensation, and processing preliminary estimates prior to the appointment.
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Assists walk-ins regarding W4-P (Tax Withholding) changes, address changes, direct deposits, requests for duplicate 1099Rs, income verification requests, DROP/IBO withdrawals, and other retirement issues, including providing estimates when appropriate.
Position-Specific Details:Appointment Type: Probational. LASERS requires all new hires to serve a minimum of eighteen (18) months not to exceed twenty-four (24) months in probational status including permanent state employees. Career Progression: This position may be filled as a Retirement Benefits Analyst 1/2/3 or 4.Compensation: • • • Retirement Benefits Analyst 1 position has a Special Entrance Rate of $40,164.80 /annually
- Retirement Benefits Analyst 2 position has a Special Entrance Rate of $43,243.20 /annually
- Retirement Benefits Analyst 3 position has a Special Entrance Rate of $49,192.00 /annually
This position is a training series; therefore, if the employee development is successful, it allows the employee an opportunity to promote to an RBA 2, RBA 3, RBA 4 and Retirement Benefits Specialist. Customer Service Retirement Benefit Analyst positions are eligible to receive premium pay for all hours worked. After 6 months of employment premium pay is $1.50. This will increase to $2.00 after 12 months of employment. How To Apply: No Civil Service test score is required in order to be considered for this vacancy. To apply for this vacancy, click on the “Apply” link above and complete an electronic application, which can be used for this vacancy as well as future job opportunities. Applicants are responsible for checking the status of their application to determine where they are in the recruitment process. Further status message information is located under the Information section of the Current Job Opportunities page. *Information to support your eligibility for the position must be included in the application (i.e., relevant, detailed experience/education). Resumes will not be accepted in lieu of completed education and experience sections. Applications may be rejected if incomplete.
For further information about this vacancy contact: Andrea H. Rogers P.O. Box 44213 Baton Rouge, LA 70804-4213 [email protected]
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