Job Description
Job Description
- Intakes, reviews, and processes disability retirement applications; ensures applications are complete, and provides members with a pre-generated notice regarding the minimum eligibility requirements needed to apply for disability retirement; advise members that they must have supporting medical evidence to support permanent incapacity to be eligible to file for disability retirement; advises members regarding documents received and/or missing; obtains authorization from members to access confidential records; advise departments regarding employer filed applications; provide information about the acceptance of disability retirement applications and all is done under the supervision of the Intake Supervisor
- Researches and locates employment, medical, workers' compensation, legal, and other pertinent records applicable to a member’s disability retirement application or appeal, as directed; arranges for copy service vendor to obtain requested records from outside entities; contacts and obtains records from other County departments and medical providers as needed; ensures all records ordered have been received; verifies records are accurate, complete, and apply to the individual whose claim is being processed; follows up to expedite the acquisition of records; and notifies supervisors of delays, other issues, and potential need for subpoenas to obtain records.
- Reviews, sorts, indexes, organizes, and maintains files of records received; and copies, mails, and distributes letters and records to applicants, applicant attorneys, disability litigation staff, and others as required.
- Receives and processes member appeals for disability retirement; perform all of the administrative functions necessary to place the case on the agenda for approval by the board initially so it can be accepted for administrative hearing once it is ready to go back to board of adjudication; once approved, prepare packages of records to be distributed to the parties; handle incoming and outgoing correspondence, according to deadline and as indicated; all would be done under the supervision of the Appeal Supervisor.
- Prepares administrative record related to applicant’s disability; and schedules medical examinations with applicants and medical providers as required.
- Assigns a referee to oversee appeals processes; provides records to referees including exhibits, transcripts, affidavits, reports, and medical records; and scans all records and provides to the Board and other parties as required.
- Prepares correspondence including transcript memos, Board decision letters, declarations, appeal agendas, appeal transmittals, affidavits, medical request and supplemental request letters, and medical appointment letters; prepares documents and packets for Retirement Board; ensures reports and other information submitted is accurate, complete, and timely; edits and generates final reports to be submitted to the Board; and copies and distributes reports and packets as needed.
- Maintains electronic records and statistics of applications received, appeals received, records ordered, records received, status of assignments, applications processed, appeals processed, medical appointments scheduled, demographics of applicants, and other relevant information as directed.
- Processes invoices from panel physicians and third-party copy vendor; checks medical fee schedules to ensure medical bills are charged correctly; adjusts invoices as necessary; seeks approval for invoices; and submits invoices for payment.
- Occasionally audit their special work projects on a particular process that has been assigned to the application processing; all would be done under the supervision of the Intake Supervisor
- May handle small disability retirement case load that would be trained to perform the duty, if necessary
- May be required to perform other related duties as assigned. This role requires a combination of these duties, depending on the specific needs of the division.