Determine retirement eligibility and benefits, specifically disability eligibility
Provide information to members, beneficiaries, alternate payees, and employers on rights and benefits
Analyze complex medical documentation to determine and recommend disability eligibility
Work closely with internal Medical Advisor and external Medical Staff
Recommend continuation or discontinuation of disability benefits based on medical documentation and employment review
Create individualized complex letters detailing review of a disability claim; quoting proper ORS and OAR that supports determination
Effectively communicate by phone to members, detailing complex and sensitive information

Two years of experience researching or reconciling accounts AND explaining rules, programs or procedures
OR One year of experience researching or reconciling accounts AND explaining rules, programs, or procedures AND 12 quarter (8 semester) college level credit hours in accounting, finance or business administration
OR Two years of calculating payment amounts AND explaining rules, programs, or procedures
OR One year of calculating payment amounts AND explaining rules, programs, or procedures AND 12 quarter (8 semester) college level credit hours in accounting, finance or business administration
Familiarity with medical terminology, medical chart notes and/or medical insurance claims
Demonstrate logical deductive analysis by providing well thought out documentation and reasoning when making decisions
Utilize problem-solving abilities to analyze and accurately evaluate data, identify discrepancies and determine possible solutions and determinations based on regulatory criteria to support outcomes
Ability to communicate both orally and complex program processes and concepts in a simplified manner to customers and public
Manage and track multiple complex caseloads from initial application through final determination
Exercise tact and diplomacy when dealing with sensitive, complex and confidential member situations
Experience in communicating sensitive subject matter to members that may be angry or frustrated.

Work/life balance
11 paid holidays a year
Competitive benefits package
Advancement and learning opportunities that will help grow your career with the State of Oregon
Remote work option depending on position needs

Disability Eligibility Specialist – Retirement Counselor 2

Key skills