Service Counselor 2- Benefit Estimates

Connect with Treasury Online Facebook @TNTreasury | Twitter @TNTreasuryDept | LinkedIn @Tennessee Department of Treasury Service Counselor 2- Benefit Estimates Tennessee Department of Treasury To apply, submit your resume to: [email protected] The Tennessee Department of Treasury impacts the lives of Tennesseans every day. Treasury is responsible for many of the financial operations of state government, including managing more than $100 billion in assets through its various investment programs. We administer and invest the State's Retirement Program, RetireReadyTN, which combines the state pension plan, Tennessee Consolidated Retirement System, and the State's Defined Contribution plans. Treasury serves all Tennesseans by helping to educate and empower them to make smart financial choices, and by providing public-serving programs in the areas of college savings, financial literacy, unclaimed property, risk management, criminal injuries compensation, and more. Job Overview: This position is responsible for calculating retirement estimates for a defined benefit for TCRS members and providing customer service for TCRS members. At the present time, this position is primarily remote, with occasional required in-person meetings. It is anticipated that the department will regularly utilize its downtown Nashville office on a hybrid schedule in the future. Job location is subject to change at the discretion of the Department. The successful candidate should live in Tennessee and provide sufficient internet connection. This position is not eligible for VISA sponsorship (of foreign nationals). Key Responsibilities: • Complete assigned retirement benefit estimates following an established step by step workflow • Review the member record for anomalies in service or salary and reach out to the member’s employer by phone or email to obtain information to clarify the record. • Complete the requirements for the benefit estimate in the retirement information system module, checking for the accuracy of the AFC and applicable guidelines for the retirement type. • Log into phones daily and be available for incoming calls when scheduled for phone duty • Respond to customer concerns or questions from TCRS members or the TCRS call center • Review and research customer service referrals sent by the RetireReadyTN call center Minimum Qualifications: • Graduation from a four-year college or university • Strong proficiency in Microsoft Office, especially MS Excel • Strong analytical abilities

Pursuant to the State of Tennessee’s Workplace Discrimination and Harassment policy, the State is firmly committed to the principle of fair and equal employment opportunities for its citizens and strives to protect the rights and opportunities of all people to seek, obtain, and hold employment without being subjected to illegal discrimination and harassment in the workplace. It is the State’s policy to provide an environment free of discrimination and harassment of an individual because of that person’s race, color, national origin, age (40 and over), sex, pregnancy, religion, creed, disability, veteran’s status or any other category protected by state and/or federal civil rights laws. • Strong project management and communication skills Preferred Qualifications: • Bachelor’s degree in business or information systems Recommended Competencies: • Organizational and Time Management • Problem Solving • Process Management • Communication Skills • Relationship Management • Priority Setting • Attention to Detail The State of Tennessee is an Equal Opportunity Employer. View other career opportunities at Treasury.

Four-year college degree; strong Microsoft Office and Excel proficiency; strong analytical, project management, and communication skills; must live in Tennessee with sufficient internet; no visa sponsorship.

Key Responsibilities

• calculating retirement estimates
• providing customer service
• reviewing member records

Skills & Tools

Microsoft Office, Microsoft Excel

Job Details

• Category: Customer Service
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — Tennessee or Nashville
• Languages: English

About Tennessee Department of Treasury

A state government department managing Tennessee's financial operations, retirement programs, and public-serving financial education initiatives. — Industry: Government Agencies and Departments