What are the responsibilities and job description for the Disability Retirement Applications Specialist Hybrid position at RemX?
We are seeking a detail-oriented and highly organized Disability Retirement Applications Specialist to support the intake, processing, and appeals of disability retirement applications. This role involves a combination of administrative, research, and case management duties and requires strong communication, documentation, and follow-up skills. The position works under the supervision of the Intake Supervisor and Appeal Supervisor, depending on assignment.
Key Responsibilities:
Application Intake & Processing
Intake, review, and process disability retirement applications
Ensure applications are complete and meet minimum eligibility requirements
Advise members on necessary supporting medical documentation
Provide and explain notices related to eligibility and application status
Communicate with departments on employer-filed applications
Obtain authorization from members to access confidential medical/legal records
Records Research & Management
Locate and request employment, medical, workers’ compensation, legal, and other relevant records
Coordinate with copy service vendors, County departments, and medical providers
Ensure completeness and accuracy of all received records
Follow up to expedite records and alert supervisors of delays or challenges
Maintain, sort, index, and distribute incoming documentation
Appeals Coordination
Process disability retirement appeals and manage administrative steps to bring cases before the Board
Prepare hearing packages and distribute records to involved parties and referees
Schedule and coordinate medical exams
Assign referees and deliver required materials for hearings and appeals
Maintain detailed tracking of all appeal-related tasks and deadlines
Correspondence & Board Support
Draft and distribute various forms of correspondence: memos, decision letters, agendas, declarations, medical request letters, etc.
Prepare and distribute meeting packets and materials for the Retirement Board
Review, edit, and finalize reports for accuracy and timeliness
Data & Financial Management
Maintain electronic records and statistical tracking related to applications, appeals, appointments, and other data
Process invoices from panel physicians and third-party vendors
Verify billing accuracy using medical fee schedules and submit for payment
Qualifications:
Prior experience in administrative support, case management, or records processing (preferably in a legal, medical, or government setting)
Familiarity with handling confidential information and medical/legal records
Strong communication skills and ability to work with members, departments, and external vendors
Proficient with Microsoft Office Suite and data tracking systems
High attention to detail, time management, and organizational skills
Ability to work both independently and as part of a team under supervisory guidance
