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RETIREMENT BENEFIT ANALYST

Posting Begin Date: 2025/12/18

Posting End Date: 2026/01/01

Category: Customer Service

Work Type: Full Time

Minimum Salary: 22.44

Maximum Salary: 0.00

Pay Rate Type: Hourly

Description

Retirement Benefit Analyst

Applications will be accepted through 4:59 PM MST on the posting end date.

The Public Employee Retirement System of Idaho (PERSI) is seeking a hard-working and committed Retirement Benefit Analyst with experience providing world-class customer service. This position is located in Boise, full-time, Monday-Friday, 8am-5pm, 40 hours per week, with full benefits.

At PERSI, our vision is to be a trusted expert in helping Idaho’s public employees build and receive a secure and meaningful retirement. As a Retirement Benefit Analyst will be responsible for retirement calculations including PERSI benefit formulas, retirement factors, and statutory requirements. You’re dedicated to PERSI core values of commitment, character and competence and looking to continue learning in an ever-evolving field. You also have the ability to be flexible and manage priorities, have an easy-going attitude, and enjoy working with both internal and external customers.

You will report to the Member Services Supervisor and be the primarily responsible for calculating member’s retirement benefits for benefit estimates and retiree payroll. You’ll work together with the PERSI staff to build stronger relationships with our members at every step of their retirement journey. Additionally, you will be a key contributor in identifying areas to improve service for our membership.

This position is eligible for the PERSI benefits package, including:

+ Excellent low-cost medical, dental, and vision insurance

+ Generous vacation and sick leave accrual beginning as soon as you start

+ Eligibility for the Public Service Loan Forgiveness Program (PSLF)

+ Paid parental leave

+ Eleven paid holidays per year

+ PERSI retirement (https://www.persi.idaho.gov/) , one of the nation's best state retirement systems

+ Multiple savings plans

+ Life insurance

+ A healthy work/life balance

+ Wellness programs; ongoing training opportunities; and more

You bring to the table:

+ Owner’s mentality: no job is too big or too small; you are willing to roll up your sleeves and get it done.

+ Communicative approach: you recognize that language has different purposes and functions, and you vary the language according to the need, setting, and participants.

+ Flexible style: you appreciate that no two days are the same, nor do you want them to be. You are able to manage priorities in a high-productivity environment within clearly defined deadlines.

+ Detail-oriented mindset: you pay attention to the smallest of details even when busy.

Example of Duties:

+ Initiate all member retirement benefits, including benefit calculation, setup taxes and direct deposits.

+ Process and review divorce documentation to ensure compliance with court orders.

+ Accurately and completely explain statutory requirements for service credit, average monthly salary, benefit calculations and death benefits in response to member questions.

+ Be a resource to members by providing over-the-phone customer service.

+ Assist members with in-person meetings when Retirement Counselor is unavailable.

Minimum Qualifications:

You must possess all the minimum qualifications below. Please make sure your resume or work history supports your meeting the minimum qualifications for this position. Failure to do this may disqualify you from being considered for this position.

Some knowledge of:

+ Supervisory practices - This is typically gained through completion of a class or seminar (of more than 1 day) specifically covering supervisory practices OR completion of a college course covering supervisory practices OR lead work experience that involved work assignment, direction, and monitoring of staff.

Experience:

+ Records management - This is typically gained with at least one year of experience (or more) monitoring records systems, identifying problems and correcting errors.

+ Interpreting, applying or explaining state or federal laws, rules, and policies - This is typically gained with at least one year of work experience which frequently required interpreting and applying a variety of difficult rules, regulations, or policies to determine compliance or eligibility and explaining decisions to others. Decisions are complex and can affect the social or economic well-being of others or will result in a service or action being denied.

+ Researching and reviewing legal documents for compliance with laws and to identify and resolve complex issues (e.g. court orders, contracts, ownership, deeds, trusts, tax returns) - This is typically gained with at least one year of work experience which frequently required interpreting and applying a variety of difficult rules, regulations, or policies to determine compliance or eligibility and explaining decisions to others. Decisions are complex and can affect the social or economic well-being of others or will result in a service or action being denied.

+ Creating correspondence and documents using word processing software - This is typically gained with at least one year of office experience which required composing and proofreading a variety of business documents on a regular basis; OR, I with the completion of at least one college-level English composition or business English class AND six months of experience composing business documents.

Candidates who reach the final hiring stage will be required to participate in a criminal background check. Having a criminal record will not automatically eliminate applicants from consideration, but may be considered as part of the hiring process.

Benefits:

For additional information related to benefits and/or State programs, please visit https://dhr.idaho.gov/StateEmployees/Benefits.html.*

EEO/ADA/Veteran:

The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.

The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact (208) 334-2263 (TTY/TTD: 711), or email[email protected].

Preference may be given to veterans who qualify under state and federal laws and regulations.