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Retirement Counselor - Member Service Representative

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The State Universities Retirement System has a great opportunity for the right person to join our team as a Retirement Counselor.

Main duties:

  • Provide retirement counseling to members via office, phone and on-campus appointments
  • Calculate retirement estimates in advance of counseling sessions, using information received from members and employer agencies
  • Analyze member files for completeness and accuracy
  • Calculate costs of service credit purchases
  • Provide customer service to SURS members, employers and other stakeholders
  • Participate in all areas of SURS member outreach efforts, including planning and conducting educational presentations and retirement education seminars for large groups of members
  • Participate as an active member of the counseling team

Preferred qualifications:

  • Bachelor’s degree in related field, or associate’s degree and three years of customer service or counseling experience, or high school diploma and five years of customer service or counseling experience
  • Excellent written and verbal communication skills
  • Experience with public speaking to groups of all sizes
  • Ability to prioritize work and meet deadlines
  • Strong analytical, problem solving skills
  • Ability to work independently coupled with the ability to work as a member of a fast-paced team
  • Must be able to drive a vehicle and travel within the state of Illinois

Benefits:

  • Insurance benefits, including medical, vision and dental
  • Participation in SURS retirement plan
  • Paid vacation, sick leave and 11 paid holidays
  • Business casual attire

Apply for this Position

Applicants should submit a completed SURS application, current resume, and a dated cover letter to Humanresources@surs.org. This position is subject to a background check as terms of hire.

SURS is an Equal Opportunity Employer.

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