Job Title (Date): Refunds Specialist (July 2025)
Department:
Member Services
Employee Type:
Full-time
Reports to: Supervisor – Post, Survivor, Refunds
FLSA Status:
Non-exempt
Travel Required:
None
Supervisory Responsibility:
None
Salary Range: $44,880 - $62,832
Posting Period:
July 28, 2025 – August 10, 2025
*Typically, initial wage is set between the minimum and the midpoint of the salary range depending on the employee’s qualifications and experience.
Summary of Responsibilities:
The Refunds Specialist is responsible for processing and overseeing the completion of all refunds to members.
Essential Duties and Responsibilities:
- Review, validate and enter incoming member refund applications into the benefit system.
- Review and validate member account, contributions and employer payroll information.
- Update member person demographic information
- Calculate and audit lump sum refunds and rollovers of member account contributions including Required Minimum Distributions.
- Communicate with members via correspondence, phone or email regarding their SERS membership or refund of their account.
- Communicate with other retirement systems regarding verification of member status
- Communicate with school districts to validate member employment information.
- Create Reemployed Annuity Estimates
- Create applications and calculations for Reemployed monthly annuity and lumpsum annuity refunds
- Assist the Member Support Team with questions generated from phone calls
- Ensures the confidentiality, integrity, and security of all Personally Identifiable Information (PII) and Protected Health Information (PHI) data by strictly adhering to federal and state laws, regulations, polices, and best practices for data protection and access control.
- Other duties as assigned.
Educations and Skills/Qualifications:
- High School Diploma or G.E.D equivalent
- One to three years of experience
- Excellent attention to detail
- Excellent oral and written communication skills
- Ability to adapt to a fast-paced environment
- Ability to effectively understand another’s feelings and emotions
- Desire and drive to acquire knowledge and skills necessary to perform job more effectively
- Builds and maintains ongoing, collaborative, working relationships with others
- Equivalent combination of education, skills, and experience
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required.
Competencies:
Focus on Service - Employee demonstrates dedication to delivering service that meets or exceeds the needs and satisfaction of our members, retirees, employers, and fellow employees. Actions and decisions put the needs of the customer first. Establishes and maintains effective relationships with customers and seeks feedback to use for improvement. Accountability - Takes personal responsibility for one’s work in both successes and failures. Shows commitment and dedication in one’s work. Follows through on all projects, goals, commitments made to others, and all other aspects of one’s work.
Consistently shows attention to quality, accuracy, and completeness of work activities. Uses failures as opportunity to learn and grow. Attends work and arrives as scheduled. Collaboration - Interacts with others in ways that demonstrate teamwork and cooperation. Builds partnerships and works collaboratively with others at all levels of the organization to achieve goals and support ONE SERS. Acknowledges others’ contributions and considers their ideas without judgment. Focuses energy on working together to find solutions. Respect and Inclusivity- Able to work with many people with different backgrounds. Shows respect for individual differences, thoughts, and opinions of other team members and is supportive of new ideas and different perspectives shared by others. Seeks to understand through open communication and active listening. Adaptability - Able to adjust to new or changing assignments, processes, people, and environments and easily consider new approaches. Strives to find efficient and innovative ways to overcome challenges and improve current processes and work products. Takes action on opportunities to improve. Embraces change and feedback in order to be more effective, efficient, and best serve our members, retirees, employers, and fellow employees. Shows dedication to positive thinking and forward momentum when facing challenges.
Note: While performing the duties of this job, the employee is regularly required to sit, stand, walk, and lift up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. SERS is an equal employment opportunity employer.
Disclaimer: This job posting is not meant to be all-inclusive and the position itself is subject to change.SERS is an Equal Employment Opportunity Employer. We recruit, hire, train, and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law. SERS is committed to ensuring all applicants can successfully submit an application for consideration.
If you have a disability, and you wish to discuss potential accommodations to complete your application for employment, please call (614) 340-2255.
SERS does not accept unsolicited recruiter and agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with SERS.
44880.00 To 62832.00 (USD) Annually
