Benefits Counselor I

Summary of Job ResponsibilitiesPERA’s Member Services Division provides the administration and related member services of PERA’s defined benefit program. The Benefits Counselor prepares and presents information regarding the PERA defined benefit retirement plan, PERA’s healthcare plans, and other PERA information to members in virtual, phone, or in-person individual counseling sessions. This position is also responsible for verifying, calculating, and auditing member account information for processing benefits according to legal and regulatory compliance standards. This position will be stationed at our Westminster location with part of the onboarding training being at our Denver office.Ideal Candidate StatementThe ideal candidate has the ability to learn, navigate, and adhere to extensive, complex, and evolving procedures governing all benefit services processes, ensuring accuracy and compliance while meeting or exceeding established efficiency standards. This candidate is highly detail-oriented, ensuring accuracy in all aspects of work while maintaining efficiency, and uses sound judgement in decision making. They are able to prepare comprehensive reports and present account information in a clear, organized, and meaningful manner to support informed decision making for PERA members. The benefits counselor demonstrates a strong presence, quickly establishing rapport and trust while maintaining a consistently professional, positive, and engaged demeanor while representing the organization.Essential Duties and ResponsibilitiesEmployees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.Conveys member specific and general PERA information in a professional, clear, concise, and compelling manner to members of diverse social, economic, and educational backgroundsMotivates members to actively plan for retirement while ensuring they understand and utilize the resources available via PERA’s public facing website and member portal to help establish and achieve their financial goalsWorks individually and in partnership with others to develop, arrange, deliver, and promote general and specialized retirement education materials for members and benefit recipients.Utilizes adult learning theories and behavioral finance principles, to deliver impactful and effective counseling sessionsServe as a primary resource for complex inquiries and issues related to: PERA benefits, retirement plans, insurance programs, retirement readiness, and financial security.Determines benefit program eligibility through member data-driven decision making and ensures compliance with state and federal regulatory frameworks governing PERAExplains complex PERA specific calculations, such as the Highest Average Salary (HAS), service credit purchase break even/recovery cost, and service credit available in a clear and concise mannerProactively investigates and resolves member account related issues while adhering to federal and/or state statute, PERA Rules, internal procedures, and escalating as neededResponsible for accurate data entry, information retrieval, and outgoing correspondenceConsistently achieves or exceeds defined performance benchmarks, and division-level service metrics as set forth by managementOperates with a strong sense of ownership, urgency and accountability to meet assigned deadlines and member expectationsDemonstrates dependability by maintaining regular and prompt attendance in the workplace and at meeting locationsEmbraces a growth mindset by taking on projects, cross-functional initiatives, and other duties as assigned to support organizational objectivesEngages in continuous training and educational opportunities for ongoing professional development and enhanced personal skillsSupports management decisions and change efforts among teammates, other divisions, members, employers, and other stakeholdersPerforms other duties as assignedJob QualificationsA combination of education and experience equivalent to 2 years of benefit administration; a bachelor's degree is preferredExceptional verbal and written communication skillsAbility to learn, interpret, and clearly communicate state statutes, rules, and procedures in a manner easily understood by persons not familiar with the subjectHigh level of professionalism and ability to handle sensitive information confidentiallyDetail-oriented with an aptitude for mathAbility to prioritize, organize, and work with minimal supervisionDemonstrated ability to establish rapport and build trust quickly in initial interactionsCapable of working successfully both independently and within a team-focused environmentKnowledge of databases, personal computer applications, and related business softwareAbility to travel as necessary within the Denver Metro areaProfessional business demeanorWorking ConditionsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.Occasional moving and positioning supplies in excess of 20 poundsAll employees are expected to present themselves in a professional manner in alignment with the financial services industryAbility to sit for prolonged periods of timeAbility to operate standard PC equipmentAbility to manage frequent deadlines and tight schedulesHybrid Work OptionOpportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.Interested Candidates:Complete the employment application online at Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application:Describe a situation where you had to verbally explain a difficult concept to someone not versed in the subject matter.Describe a time when you realized the person you were speaking with didn't understand your message. How did you recognize the issue and what did you do to adjust?Describe a time you had to deal with an upset client or customer. How did you handle it?Upon submission of your application you will be provided a link to a multiple choice pre-employment assessment. You may complete this assessment immediately following your application submission or you may log into your account and complete this at a time which works better for you. The skills assessment must be completed to be considered for this position.Job Description DisclaimerThis job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or be assigned with or without notice.Unfortunately, at this time, PERA cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.All Colorado PERA employees are subject to PERA’s Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA’s talent acquisition team and any questions can be answered by PERA’s Investment Administration team.Why Work at PERAColorado PERA offers more than a traditional pension career. We are a mission-driven organization with a growing focus on technology and modernization. Employees have the opportunity to do meaningful work with a real impact on over 700,000 members. From enhancing digital tools and member experiences to supporting major enterprise initiatives, employees are part of meaningful, future-focused work that blends public service with innovation. We take pride in our inclusive culture, career development opportunities, and our consistent recognition as a Top Workplace based on employee feedback. PERA is a place to connect, contribute, and be part of something bigger.A Culture That CaresAt PERA, leveraging employee strengths and supporting strong engagement are the foundations of our culture. Employees are encouraged to grow through development opportunities and internal career movement, while also being part of an organization where people feel respected, informed, and included. Collaboration is encouraged across teams, allowing employees to learn from one another and contribute in ways that maximize their unique skills. We strive to foster an environment where employees can do their best work and feel supported by the people around themAn Employer that Invests in YouPERA invests in our employees in ways that matter; from comprehensive benefits and generous paid time-off to thoughtful everyday amenities that enhance the office experience. Employees are encouraged to continue learning through training, mentoring, and development at every stage of their careers. We champion a workplace where people feel valued, inspired, and equipped to grow.Join UsIf you’re energized by meaningful work, motivated by an organization that evolves with a changing world and looking for an employer that invests in you, then consider joining PERA’s team. Learn more about careers at PERA at copera.org/careers.Position Title: Benefits CounselorDivision: Benefit ServicesReports to: Member Service ManagerJob Status: Full-time Non-ExemptSalary: $29.33 to $33.66 Hourly, Commensurate with experiencePosting Dates: 07/24/2026 to 08/09/2026 #J-18808-Ljbffr Colorado-Public-Employees