PSERS Retirement Representative

THE POSITION

Do you have experience in customer service and want a rewarding career where you can make a difference in the lives of the people you serve? Are you looking for a role that offers work life balance in an organization that values your ideas? The Public School Employees Retirement System (PSERS) is looking for Retirement Representatives to help members understand their retirement benefits.

We are a team of dedicated, customer‑focused individuals who work hard to give members the information they need to plan for their future. If you enjoy working in a fast‑paced environment, must have the ability to learn new technology, and like helping people by phone, email, online, and in group settings, this could be the perfect opportunity for you!

As a PSERS Retirement Representative, you will support members by explaining retirement benefits, assisting with applications, and answering questions. You will receive formal training regarding relevant policies, procedures, and laws that govern the administration of the PSERS benefit program. You will also learn how to lead informational seminars in person and online for PSERS members, as well as work in the call center, handling member phone calls and electronic questions.

• Respond to calls and electronic inquiries to explain retirement information and answer questions.
• Prepare materials and present retirement seminars both in person and virtually.
• Meet with members to guide retirement decisions and help with forms and applications.
• Calculate different retirement benefit estimates based on member information.
• Check account information for accuracy and research issues to prevent or correct errors.
• Help test system updates, identify issues, and document required details.

• Full‑time employment (37.5 hours per week).
• Work hours:
  
  either 8:00 AM to 4:30 PM or 8:30 AM to 5:00 PM, Monday‑Friday, with a 60‑minute lunch.
• Travel within assigned areas of Pennsylvania is required.
• Telework: after initial in‑office training, eligible to telework up to 4 days per week according to operational needs.
• Possibility of overtime as necessary.
• Salary: may be non‑negotiable in some cases.

• Successful completion of the twelve‑month training program as a PSERS Retirement Representative Trainee; or
• Five years of experience in human resources administration, financial management, or public relations work in a pension or retirement system or a related occupational area; or
• An equivalent combination of experience and training.
• Must meet the Pennsylvania residency requirement.
• Must be able to perform essential functions as presented in the linked Position Description.

• A conditional offer of employment will require submission of criminal history reports.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law.

All diverse candidates are encouraged to apply.

• Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center.
• Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
• Your score is valid for this specific posting only.
• To maintain a strong score, provide complete and accurate information; incomplete or inaccurate information may lower your score or result in disqualification.
• You may only apply/test once for this posting.
• Results will be provided via email.