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Walk-In-Center Representative

3 months ago


New York, New York, United States City of New York Full time

Company Description

Job Description


Since 1917, Teachers' Retirement System of the City of New York (TRS) has been building better tomorrows for the educators of New York City.

TRS serves over 215,000 members with a mission to provide them retirement, disability, and death benefit services.

The Walk-In Center assists visitors to TRS and responds to members' inquiries. The center also helps members complete TRS applications and forms. After applications and forms are submitted, the Walk-In Center reviews them for accuracy and completeness. The center provides members with receipts for their records. It also provides members with TRS publications and forms that they may need.

Job Description

The successful candidate is a highly motivated, member-focused professional who will provide prompt, efficient, and friendly services to TRS' members on a wide range of pension-related inquiries, concerns, and complaints related to TRS' products and services.

Inquiries vary significantly in complexity, requiring the representative to possess a comprehensive understanding of pension laws, regulations, and policies.

The candidate should enjoy interacting with people by phone and/or face-to-face, problem solving, and offering solutions with a member-focused approach.

The candidate must navigate through complex pension system database and documentation to retrieve accurate information and provide timely assistance to members.

Responsibilities

  • Receive and respond to routine member inquiries, concerns, and complaints relating to TRS products and services to better inform the member of their benefits.
  • Provide quality customer service and member focus information to improve member's benefits knowledge.
  • Comprehends and review details of existing/ historical data regarding inquiry in system to provide members with necessary information.
  • Manage virtual meetings scheduled by members via website and provide solutions to members' questions in regard to their benefits.
  • Crosstrain with TRS' Call Center and Correspondence units to be of assistance when needed.
  • Disseminate accurate information about pension system policies, procedures, and regulations to walkin and virtual visitors.
  • Maintain accurate records of walkin interactions, including inquiries, resolutions, and followups actions.
  • Ensure compliance with data privacy regulations and confidentiality standards when handling sensitive information.
  • Analyze complex pensionrelated issues presented by walkin and virtual visitors and propose appropriate solutions or escalate to higher authorities as needed.
  • Collaborate with colleagues and other departments to address systemic issues and improve service delivery.

Qualifications

  • An associate degree or completion of 60 credits from an accredited college, including or supplemented by 9 credits in mathematics, statistics, accounting, and/or actuarial science; or
  • A four-year high school diploma or its educational equivalent and two years of satisfactory full-time experience performing mathematical, statistical, actuarial or accounting computations in one or more of the following: a) a retirement or employee benefits plan; b) customer service in a financial
institution; and/or c) in a position requiring the application of laws, rules and regulations and the use of statistical, actuarial or similar tables; or

  • A satisfactory combination of education and/or experience equivalent to "1" or "2" above. College education may be substituted for experience in "2" above on the basis that 30 semester credits from an accredited college may be substituted for each year of required experience. However, all candidates must posses a four-year high school diploma or its educational equivalent and either 9 semester credits

in mathematics, statistics, accounting and/or actuarial science from an accredited college or one year of experience as described in "2" above.


Additional Information


The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.