The Intermediate Benefits Processor supports Minnesota educators by helping them understand and navigate retirement benefits through the Teachers Retirement Association. This role involves analyzing, auditing, and performing a variety of calculations related to pension benefits, as well as clearly communicating options to members. The position works closely with educators through phone, in-person, and written communication to ensure they can make informed financial decisions. Employees begin with a fully in-person training period and transition to a hybrid schedule based on performance and business needs.

Responsibilities:

• Analyze, audit, and calculate retirement benefits, including complex calculations
• Explain benefit options and retirement planning information to educators
• Communicate with members via phone, email, written correspondence, and in-person meetings
• Interpret and apply laws, policies, and procedures related to pension benefits
• Assist members in understanding the value of retirement planning
• Identify issues and recommend process improvements

Qualifications:

Required

• Two years of experience in customer service related to benefits, accounting, payroll, finance, or insurance
• Bachelor’s degree in a related field may substitute for one year of experience
• Experience performing calculations
• Ability to explain financial concepts to different audiences
• Strong organization and time management skills
• Ability to interpret laws and policies
• Problem-solving and analytical skills
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and similar tools
• Ability to travel occasionally for business needs

Preferred

• Experience working on technical or organizational projects
• Experience in pension funds or financial services
• Advanced degree in Business, Accounting, Finance, Math, or related field

Benefits:

• Paid vacation and sick leave
• 12 paid holidays per year
• Medical, dental, vision, and prescription coverage
• Fertility and diabetes care
• Paid parental leave
• Pension plan
• Employer-paid life insurance
• Short-term and long-term disability insurance
• Flexible spending accounts
• Employee wellness and support programs
• Training and professional development opportunities
• Student loan forgiveness eligibility for qualifying roles
• Employee Assistance Program
• Free parking at St. Paul office

Additional Information:

• Initial 6 months require full-time in-office training
• Hybrid work schedule available after training
• Standard 40-hour workweek
• Occasional overtime or flexible scheduling may be required
• Up to 10 percent travel may be required
• Background check required

Apply Here