Disability Retirement Case Counselor

About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value a culture of diversity and professionalism in the workplace and strongly believe that our workforce should reflect our community. 

https://www.surveymonkey.com/r/FM68GFV

Purpose of the Job:

The Disability Retirement Case Counselor is developing skills to provide informational support and counseling to members of the State Employees' Retirement System regarding all aspects of the accidental and ordinary disability retirement application process, while gaining an understanding of other related benefits.

Essential Functions and Responsibilities:

• Participates in all aspects of the processing of disability retirement applications, including but not limited to:

  • Sending, receiving and tracking all disability applications,

  • Entering of relevant data into MARIS and PROSPER computer systems,

  • Creation of a written case summary, including summary of facts, legal and medical issues, indicating (among, other things) incoming and outgoing documents,

  • Ensuring the MSRB has received all relevant medical records from relevant parties,

  • "As needed" correspondence or communication with retirement system members / their representatives, and employing agencies regarding the status of the application

  • Counseling members of the retirement system,

• Conduct factual investigation on disability cases and obtaining required documentation; prior to a medical panel being requested

• Understand how to obtain additional information from agencies, attorneys or members, if necessary, after a pre-board meeting

• Electronically transmitting eligible applications and supporting material to PERAC for the convening of a medical panel;

• Drafting case summaries for submission at monthly Board meetings

• Forwarding of Board and PERAC approved applications to Benefit Calculation Unit for determination of benefit amount

• Develop expertise and facilitate staff knowledge of MARIS, OnBase and MSRBeyond.

• Assist in the performance of any assigned special projects as periodically required

Other Duties and Responsibilities:

• Assist other Retirement Board departments as necessary

• Demonstrates ability to use PROSPER application system; OnBase ECM (document scanning) System, MSRBeyond System and demonstrate ability to integrate with daily responsibilities.

• Demonstrates knowledge of M.G.L. c.32 and possess ability to explain provisions to members with regard to the Disability retirement process.

• Developing skills to learn how to assist with retirement seminars & webinars to groups of MSERS member, explaining retirement benefits.

• Travel as required;

• Adhere to Treasury and Board human resource and operational policies

Supervisory Responsibilit