] Office of Human Resources - Montgomery County Public Schools

OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → SPECIALIST INSURANCE & RETIREMENT, MEDICARE/MEDICAID

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Specialist Insurance & Retirement, Medicare/Medicaid

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Spec Insurance & Retirem CODE: 5640 SQ/OQ: Optimal Qualified
WORKING TITLE: Specialist Insurance & Retirement, Medicare/Medicaid GRADE: 19 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under the supervision of the Senior Specialist, Insurance and Retirement, provides assistance to current employees, retirees and their families interpreting plan provisions and providing assistance with procedural matters. Makes recommendations regarding policy implementation to the Senior Specialist, Insurance and Retirement. Explains benefits and provides guidance to Call Center and Transactions Unit staff on correct procedures to process routine benefits transactions including retirement. Researches, provides guidance for, and processes complex benefit transactions.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Thorough knowledge of MCPS benefits programs, MCPS policies, negotiated agreements and other relevant policies Working knowledge of MCPS and State of Maryland retirement rules, procedures, and practices. Skilled in counseling adults Commitment to confidentiality of private information. Ability to efficiently and accurately perform calculations using detailed procedural rules. PC skills - Microsoft Excel and Word. Ability to use Oracle Discoverer or similar reporting tool. Excellent communication and interpersonal skills. Self-motivated, able to meet deadlines. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: Associates degree required. Or any combination of education and experience equivalent to an Associates/Bachelors degree in human resources or related field, plus three years of progressively more responsible human resources or related experience in payroll, garnishments, workers compensation, leave, or insurance and retirement processing work. Experience working in Montgomery County Public Schools or other public human resources administration or educational institution. Other combinations of applicable education, training, and experience which provide the knowledge, abilities, and skills necessary to perform effectively in the position may be considered.
CERTIFICATE AND LICENSE REQUIREMENTS: None
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires sustained operation of keyboard devices.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Ability to work nights and weekends as required to meet program obligations.
OVERTIME ELIGIBLE: Yes

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

1. Reviews benefits actions for compliance with program rules and regulations. Determines eligibility and entitlements, requests and evaluates information regarding benefits, interprets and applies technical benefit provisions.

2. Makes determinations on unclear cases and resolves technical problems. Informs staff of changes in benefits and procedures as required.

3. Researches questions on benefits and retirement plans, and other related programs on behalf of employees and retirees. Determines next steps and communicates results and other information as appropriate to employees and retirees.

4. Explains benefit plans, retirement provisions and options, and benefit programs to employees and retirees, both in groups and individually. Handles correspondence related to benefits and follows through to ensure that employee and retiree needs are met.

5. Presents retirement and benefit information programs to new and current employees, prospective retirees, retirees and family members. Participates in development of communications pieces and materials regarding retirement programs and benefit plans.

6. Serves as trainer and coach for Call Center/Transaction unit staff. Answers complex retirement and benefits questions and provides direction and clarification on processing of retirement and benefits transactions.

7. Participates in implementation of systems, changes to processes and procedures relating to retirement and benefits programs.

8. Reviews system data for integrity and recommends changes to policy or procedures. Participates in the correction of data and trains other staff in data correction.

9. Performs other related duties. Serves as back up to Retirement Specialist.

10. Performs a variety of related work as required.
Class Established: 7/2007
Date(s) Revised: 5/2015, 2018
Last Reviewed:

This description may be changed at any time.