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Position Title:

Technician, Retirement

FLSA Status:

Non-Exempt

Salary Grade, if non-union:

SG15

Pay Grade, if union:

Non-Union or Specific Collective Bargaining Agreement:

Non-Union

Our Mission:

The mission of Polk County Public Schools is to provide a high quality education for all students.

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties are intended to describe the nature and level of work being performed by the employee assigned to the position. This job description is not meant to be construed as an exhaustive list of all responsibilities, duties, and skills required of this position. Other duties may be assigned which are not listed. Additionally, when duties and responsibilities of this job change, this job description will be reviewed and updated, subject to changes and business necessity.

Custom Job Purpose:

This position exists to support the retirement program, including scheduling appointments for employees regarding retirement, changes to employee#s voluntary retirement records, retiree insurance program communications and changes.

Essential Functions of this Job

* Schedules appointments for the retirement specialist and supports employees with basic questions regarding retirement and associated paperwork.

* Assists employees with questions regarding the retiree insurance program, including the Florida School Retiree Benefits Consortium (FSRBC).

* Assists with life insurance claim processing, supporting the Sr. Technician.

* Assists with preparation of retiree communication materials

* Assists with processing and questions related to the District#s voluntary retirement program, including the 401(a) plan.

* Resolves, in a timely fashion, employee questions and concerns referencing retirement issues.

* Assists other team members with delivering presentations concerning retirement programs and insurance benefits to District employees.

* Assist with posting payments and setting up retiree insurance benefits as needed.

* Serves as a backup to Sr. Technician with assigned tasks.

* Helps to prepare website information on retirement benefits.

Non-Essential Functions of this Job

Performs other duties as assigned.

Knowledge, Skills and Abilities:

Considerable customer service experience and proficiency in using multiple computer programs such as Microsoft Word, and Excel. Ability to handle busy telephones and employee requests, while providing excellent customer service. Ability to follow oral and written instructions. Ability to utilize Enterprise Resource Planning (ERP) systems. Ability to express ideas clearly and concisely, orally and in writing. Ability to establish and maintain harmonious working relationships with other team members and with other departments. Bilingual/biliterate preferred.

Education, Experience and/or Certification/License Requirements

Graduation from an accredited high school or satisfactory completion of the General Education Development (GED) required. Associate's degree or higher is preferred. Minimum of four years of experience in insurance, retirement programs, or comparable work environment or an equivalent combination of training and experience.

Work Context:

Requires sitting and some standing, walking and moving about to coordinate work. Requires face-to-face discussions and contact with individuals and/or teams. Requires the use of alternative communication systems, such as electronic mail, telephones and computers. Requires coordination of work tasks to establish priorities, set goals and meet deadlines. Requires work with both internal and external contacts, and with the public.

Physical Environment:

Requires working indoors in environmentally controlled conditions. Requires sitting, standing, and the ability to lift, carry, move and/or position objects frequently weighing up to 20 pounds, and infrequently weighing more than 20 pounds. May occasionally require travel to schools and work locations within the District.

Local Code:

10424

EEO5:

44

The School Board of Polk County, Florida, prohibits any and all forms of discrimination and harassment based on race, color, sex, religion, national origin, marital status, age, homelessness, or disability or other basis prohibited by law in any of its programs, services, activities or employment.