Stephen Martin
Philadelphia,PA
Summary
Accomplished Pension Counseling Supervisor with extensive experience at the Board of Pensions & Retirement, City of Phila. Excelled in training, supervising, and enhancing team performance through effective collaboration and individual counseling. Demonstrated expertise in data analysis and customer service, significantly improving departmental operations and member satisfaction.
Overview
13
13
years of professional experience
Work History
Pension Counseling Supervisor
Board of Pensions & Retirement, City of Phila.
Philadelphia, PA
08.2020 - Current
- Reviewed and approved Retirement, Disability, Death, and Survivorship applications for payroll processing.
- Supervised the work of Pension Counseling staff through advisement and establishing and reinforcing casework and interviewing protocols.
- Consistently met with the department's Executive Team to advise regarding current issues and to discuss ways to improve the execution of the department's mission.
- Consistently met with the department's legal counsel to bring more complex cases to resolution.
- Worked with the union Board Trustees in proving information and assistance on behalf of their members.
- Processed Pension Benefits in accordance with the provisions of the City's Pension Code.
- Worked with other City departments providing pension information
Pension Counselor III
Board of Pensions City of Phila.
Philadelphia, PA
06.2016 - 08.2020
- Trained new Pension Counselor Trainees in the provisions of the City's pension code as well as the policies and practices of the Board of Pensions Counseling unit.
- Acted as a backup casework approver for the Pension Program Administrator.
- Conducted Retirement appointments as needed.
- Completed the final calculations for pension applications as needed.
- Assisted Pension Program Administrator with administering the calculation of Qualified Domestic Relations Orders ( QDROS )
- Responded to requests by the Executive Director for information to be shared with the Media
- Worked with the Executive team on complex cases, bringing them to resolution.
Pension Counselor II
Board of Pensions City of Phila
Philadelphia, PA
08.2011 - 06.2016
- Worked as a Pension Counselor at the full performance level of the position.
- Processed retirement interviews and casework as part of the full interviewing rotation.
- Assisted Pension Program Administrator with calculating and distributing Qualified Domestic Relations Orders ( QDROs )
Education
Bachelor of Arts - English Literature
Temple University
Philadelphia, PA01-1992
Skills
- Individual counseling
- Training delivery
- Supervisory experience
- Team collaboration
- Data analysis
- Performance monitoring
- Written communication
- Customer service
- Active listening
- Staff scheduling
Timeline
Pension Counseling Supervisor
Board of Pensions & Retirement, City of Phila.
08.2020 - Current
Pension Counselor III
Board of Pensions City of Phila.
06.2016 - 08.2020
Pension Counselor II
Board of Pensions City of Phila
08.2011 - 06.2016
Bachelor of Arts - English Literature
Temple University
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