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Disability Eligibility Specialist – Retirement Counselor 2

Remote, USA Full-time Posted 2026-06-08

Job Description:

  • 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

Requirements:

  • 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.

Benefits:

  • 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

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