Survivor Benefits Analyst

The Retirement Systems Division has an immediate opening for a Survivor Benefits Analyst.

This is a full-time position (40 hours per week) with State Benefits, including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement.

Recruitment range: $38,516 - $52,580

This position within the Benefits Processing Section is responsible for providing case management in the processing of the Death Benefits Programs for the State's public pension plans, including the Teachers' and State Employees' Retirement System, the Local Governmental Employees' Retirement System, and several other smaller plans serving public employees.

Duties & Responsibilities

• Manage death cases from when the deaths are reported until all benefits are paid to the beneficiaries

• Research active and retired death cases to determine benefits payable, identify the beneficiaries, and calculate benefits

• Determine eligibility based on factors identified by the General Assembly for death benefits

• Send correspondence and forms to the beneficiaries, executors, lawyers, or affair handlers to provide information about the death case

• Review and verify claim forms, death certificates, estate paperwork, and other required documents for accuracy and completeness

• Audit files for the correct information to process payments to the beneficiaries

• Analyze death match reports, enter unreported deaths in the system, and process benefits payable to the beneficiaries

• Determine if death cases should be reviewed by the legal department to ensure benefits are paid according to the General Statutes

• Determine which benefits are payable, calculate the benefits using Excel, and setup payments in the system

• Review death cases to determine if there are any overpayments and ensure the amount is deducted from benefits payable to beneficiaries.

Retirement Systems Division

The Retirement Systems Division administers the statutory retirement and fringe benefit plans as authorized by the General Assembly of North Carolina. These include the following eight major retirement plans: Teachers and State Employees Retirement System (TSERS), Teachers' and State Employees' Retirement System for Law Enforcement Officers (TSERS LEO), the Local Government Employees Retirement System (LGERS), Local Governmental Employees' Retirement System for Law Enforcement Officers (LGERS LEO), the Legislative Retirement System (LRS), the Consolidated Judicial Retirement System (CJRS), the Optional Retirement Program (ORP), and the Fire and Rescue Pension Fund.

The Survivor Benefits Processing section processes claims from surviving beneficiaries for death benefits.

Qualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:

• Knowledge of retirement laws, benefits administration, payroll, and/or directly related services, policies, and procedures; typically gained through professional work experience in similar roles/industries

• Experience performing research, data collection, and analysis of information, reviewing and analyzing claim forms, estate paperwork, beneficiary forms, death certificates, member's employment records, and/or payroll records.

• Demonstrated proficiency in software programs, databases, and information systems

• Proven ability to utilize Microsoft Excel to verify calculations are accurate and to calculate benefits and overpayments

Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details.

High school diploma or General Educational Development (GED) diploma and four years of related administrative experience; or equivalent combination of education and experience.

• PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *

This position is subject to a criminal history background check through CastleBranch. In addition, one or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript). Applicants will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check.

This office uses the Merit-Based Recruitment and Selection Plan to fill positions with highly qualified individuals. All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (OSHR - Work for NC ) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the online application form. Any information omitted from the application cannot be considered in screening for qualifying credit. Attached or incorporated resumes (including Text resumes on application form) WILL NOT be used for screening for qualifying credit. Please make sure you complete the application in full. For additional information about applications and processes with the state of NC Please visit:  How Do I Get the Job

The State of North Carolina, and the Department of State Treasurer, is an Equal Opportunity Employer:

• Applicants requesting and receiving an accommodation under the Americans with Disabilities Act (ADA) are eligible to submit paper applications via mail or by fax reference the contact information below.  All applicants should indicate the position number and job title in the section "Jobs Applied For".

• Applicants seeking Veteran's Preference must attach a DD 214 Form, Certificate of Release or Discharge from Active Duty along with your application.

• Applicants seeking National Guard Preference

• North Carolina Army National Guard

• North Carolina Air National Guard

• Must attach a copy of the NGB 23A (RPAS) or a copy of the DD256 or NGB 22 along with your application. 

"See Resume" or "See Attachment" will NOT be accepted and will be considered an incomplete application and will not be processed. Other attachments will also be accepted, but not used in screening for qualifying credit.

Please note, foreign degrees require an official evaluation for U.S. equivalency, and must be submitted to Human Resources for verification. There are several organizations that perform this specialized service, feel free to use any service of your choosing. For your convenience a couple are listed below:

• International Education Research Foundation - (310) 258-9451 or www.ierf.org

• World Education Services Inc. - (212) 966-6311 or www.wes.org

Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account and click "Application Status". It is not necessary to contact the Human Resources Office to check the status of an application.

If you are having technical issues submitting your application, please call the NeoGov Help Line at 855-524-5627. If there are any questions about this posting, other than your application status, please email Department of State Treasurer at HR@nctreasurer.com.