Job Details

Requisition Number 19-0085
Post Date 11/18/2019
Title Retirement Representative
Organization Concordia Plan Services
Job Grade 14
City St. Louis
State MO
FT/PT Full Time

Organization Profile

  • Concordia Plan Services Walks Together with the Lutheran Church Missouri Synod ministries by providing quality benefits and services that support the physical and financial health of members and their families. 


Reporting Relationships

  • Retirement Representative reports to Manager, Retirement Services.


Essential Job Functions

  • Responds to specific retirement benefit inquires and assists members in use of online tools.
  • Employs case management methods and tools to complete the work cycle.
  • Calculates retirement benefits according to the Plan(s) and administrative policies; facilitates timely and accurate benefits being paid to members.
  • Seen as a recognized resource for the CRP. 
  • Anticipates and responds to CRP-specific inquiries from employers and members. 
  • Performs the processing of vested benefit kits/forms for members, determines benefits entitlements.
  • Consults with members to determine benefits entitlements and selections.
  • Performs system updates on vested and retired workers for all Plan benefits. 
  • Anticipates and responds to CRP-specific inquiries from employers and members. 
  • Devises, evaluates and employs methods and tools to complete the work cycle and ensure excellent service delivery.
  • Serves as a contact person for other CPS departments relating to CRP plan processes.
  • Ensures and cultivates confidentiality in handing sensitive payroll and benefit information. 
  • Utilizes standard operating procedures for the purpose of process integrity and stewardship.

Education and Experience

  • Associate Degree or related work experience, required; Bachelor Degree, preferred.
  • Experience managing time-sensitive processes, deadlines, etc., with empathy and compassion.
  • Demonstrated delivery of accurate financial calculations, required.
  • Successful participation on collaborative team(s).
  • Experience in a customer service role, preferred.
  • Experience in retirement benefit plans or employee benefit industry, preferred.
  • Experience using workflow management technology, preferred.
  • One year of business office environment, preferred.


Competencies (Knowledge, Skills and Abilities)

  • Shows Humility:  Allows others to serve in the capacity to which they have been called.
  • Assumes Ownership:  Takes responsibility for one’s actions and objectives.
  • Builds Authentic Relationships:  Appears empathetic, attempts to understand others, and treats others with compassion.
  • Collaborates:  Displays an interest in others' involvement and offers encouragement and support for their initiatives.
  • Influences:  Shares own thoughts and is willing to foster two-way dialogue when he/she differs from the group.
  • Analyzes Issues:  Effectively utilizes relevant information to develop realistic solutions.
  • Diagnoses Problems:  Looks beyond symptoms to identify and address root causes.
  • Thinks Strategically:  Looks beyond the present situation and sees what is possible in the future.
  • Adapts:  Can adjust to changes in the business, customer, and/or goals.
  • Seeks Improvement:  Does not settle for maintaining the status quo.
  • Exhibits a Growth Mindset:  Helps establish an environment that is open to change.
  • Fulfills the Mission:  Understands the responsibilities of stewardship in support of LCMS ministries.
  • Is Customer-Service Oriented:  Anticipates and responds to customer needs with compassion.
  • Gets Things Done:  Provides focus, makes the tough decisions, and secures alignment to achieve objectives.
  • Sets Challenging Goals:  Establishes high expectations for self and others.
  • Confronts Challenges:  Responds to obstacles and takes appropriate action when faced with adversity.
  • Displays Professionalism:  Displays high personal and professional standards.
  • Acts with Transparency:  Makes sure that his/her actions match his/her words.



Supervisory Responsibility

  • Retirement Representative does not have supervisory responsibilities.
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