Description of Work
The NC DST seeks a Retirement Benefits Education Lead who is a detail-oriented individual, passionate about ensuring accuracy! Join us and contribute to our mission while enjoying a rewarding career with excellent support and benefits. This is a full-time position (40 hours per week) with State Benefits, including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement.
About Us
The Member Services Department is critical to the operation of RSD in making sure the delivery of technical benefit information and the interpretation of laws, rules, policies and practices are accurate and in alignment with what is in the best interest of the members and for the agency. The Retirement Benefit Counselors in the Educational Retirement Group (ERG) assist more than 3,500 members virtually, conduct over 50 Retirement Readiness webinars and simulcasts, hold more than 180 education Retirement Presentations around the state with over 10,000 attendees nearing retirement per year, as well as answer more than 30,000 e-mails and correspondence inquiries per year.
The Retirement Benefits Education Lead leads and support the Member Services Education Retirement Group in quality management, in coaching and training, in assigning work, in checking for accuracy and managing production, in providing consultative work in interpreting and in explaining benefit program information administered by the Retirement Systems Division, in providing real-time assistance to counselors and others as needed and in providing back-up leadership support for Management as assigned or needed.
Job Duties
Monitors a pre-determined number of calls, email responses, chat interactions, workflow items and counselor presentations per month for each employee and provides regular feedback on noticeable improvements and on areas of opportunity.
Provides real-time support to staff, assisting with answers and/or determining the best way to respond to situations presented, making sure the counselor looks at entitlement, eligibility, obligations, options, benefits, applicable provisions and legislation law.
Provides performance reports to leadership regarding quality, error rates, production, compliance, shadowing observations and overall team professionalism.
Handles escalated case work when next level intervention is required.
Travel required on an as-needed basis to conduct presentations or to monitor a counselor giving a presentation.
The Department of State Treasurer's campus is located on Atlantic Avenue, is surrounded by many shopping centers and restaurants, has access to a 24-hour 7-day a week free gym on the campus, and offers a competitive benefit package, and has free employee parking!
Knowledge, Skills and Abilities / Competencies
Qualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:
Experience in analyzing data, researching situations, and interpreting general statues.
Experience in managing multiple competing priories.
Experience in general retirement processes.
Experience in assigning work tasks to counselors.
Management Preferences
Certified Notary
Minimum Education and Experience Requirements
Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details.
Bachelor’s degree from an appropriately accredited institution and three (3) years of experience related to the area of assignment; or an equivalent combination of training and experience.
Supplemental and Contact Information
* PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *
This position is subject to a criminal history background check through CastleBranch. In addition, one or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript). Applicants will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check.
This office uses the Merit-Based Recruitment and Selection Plan to fill positions with highly qualified individuals. All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (OSHR - Work for NC ) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the online application form. Any information omitted from the application cannot be considered in screening for qualifying credit. Attached or incorporated resumes (including Text resumes on application form) WILL NOT be used for screening for qualifying credit. Please make sure you complete the application in full. For additional information about applications and processes with the state of NC Please visit: How Do I Get the Job
The State of North Carolina, and the Department of State Treasurer, is an Equal Opportunity Employer:
Applicants requesting and receiving an accommodation under the Americans with Disabilities Act (ADA) are eligible to submit paper applications via mail or by fax reference the contact information below. All applicants should indicate the position number and job title in the section "Jobs Applied For".
Applicants seeking Veteran's Preference must attach a DD 214 Form, Certificate of Release or Discharge from Active Duty along with your application.
Applicants seeking National Guard Preference
North Carolina Army National Guard
North Carolina Air National Guard
Must attach a copy of the NGB 23A (RPAS) or a copy of the DD256 or NGB 22 along with your application.
"See Resume" or "See Attachment" will NOT be accepted and will be considered an incomplete application and will not be processed. Other attachments will also be accepted, but not used in screening for qualifying credit.
Please note, foreign degrees require an official evaluation for U.S. equivalency, and must be submitted to Human Resources for verification. There are several organizations that perform this specialized service, feel free to use any service of your choosing. For your convenience a couple are listed below:
International Education Research Foundation - (310) 258-9451 or www.ierf.org
World Education Services Inc. - (212) 966-6311 or www.wes.org
If you are having technical issues submitting your application, please call the NeoGov Help Line at 855-524-5627. If there are any questions about this posting, other than your application status, please email Department of State Treasurer at HR@nctreasurer.com.
NOTE: For temporary, contract or other supplemental staffing appointments: There are no paid leave, retirement or other benefits associated with these appointment types.
For permanent and time-limited appointments:
Eligible employees have benefits that include employee health insurance options, standard and supplemental retirement plans, NC Flex (a variety of high-quality, low-cost benefits on a pre-tax basis), and paid vacation, sick, and community service leave, to name a few. Paid parental leave is available for eligible employees. Some benefits require 30 + hours work/week for participation.
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