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Office Visit Counselor Associate
Job Location:
Job Location:
Austin, TX - USA
Yearly Salary:
USD 51465 - 61634
Yearly Salary:
Posted:
8 October 2026 (Yesterday)
Posted:
Application Deadline:
5 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Office Visit Counselor Associate
Requisition ID: req1462
Employment Type: Unclassified Regular Full-Time (URF)
Division: Benefit Counseling HQ T1
Compensation: 51465.00 - 61634.00 Annual Salary
Job Closing: 10/19/2026 at 11:59 pm CST
Location: TRS Headquarters Building 1
4655 Mueller Boulevard
Austin Texas 78723
United States
WHO WE ARE:
In the Pension Services Division we cultivate connection with our more than 2 million valued members by striving for excellence through counseling and administering benefits for retirees active members and employers. It is our goal to ensure our members have personalized service for pension benefits every day.
Joining our fast-paced team youll have the opportunity to create meaningful experiences by learning the ins and outs of our business alongside a committed and collaborative community. Through coaching and mentorship youll gain the skills you need to achieve your career goals at TRS while earning member trust and making a positive impact in their lives.
The Office Visit Counselor Associate is responsible for providing benefit counseling services regarding TRS benefit programs. After successful completion of TRS Pension Services Foundational training and on-the-job training programs the incumbent will counsel TRS members over TRS benefit programs via group presentations in-person meetings and telephone communications coordinate meeting logistics and research member records. This position will proactively work with the Office Visit Counselor team Contact Center team Pension Services staff and agency employees.
Do you have a favorite teacher that made a positive difference in your life Build a career that supports the dedicated public-school employees serving Texas communities every day.
Join an organization recognized as a Top Place to Work while gaining access to a comprehensive benefits package and the opportunity to save for retirement with a trusted pension. TRS invests in new employees career development with paid Foundational classroom training and on-the-job training. If you are passionate about delivering exceptional in-person customer service and want to make a meaningful impact the Teacher Retirement System of Texas (TRS) could be the place for you!
We are hiring Office Visit Counselor Associates for our Austin headquarters. Office Visit Counselor Associates assist TRS members by explaining benefits and assisting with their retirement accounts in-person in virtual meetings in large group presentations by phone email and chats. They coordinate meeting logistics and research member records. They collaborate with other Office Visit Counselors the Contact Center Account Services and other TRS departments as needed. Bilingual skills are helpful but not required.
Training and Regular Schedule:
Onsite at our Austin location. Monday Friday; 8am 5pm (cst) with occasional travel and mandatory overtime when business need dictates.
Application Process:
Apply early and save a copy of this job posting.
Selected applicants are emailed requests to complete items such as a pre-interview assessment and a recorded screening interview. Applicants that continue forward are required to showcase their presentation skills at an in-person panel interview.
Selected candidates are anticipated to start employment with TRS on Jan 04 2027
The Office Visit Counselor Associate is responsible for participating in on-the-job training for Pension Services. The incumbent will provide benefit counseling services to members regarding all TRS benefit programs and research member records. This position will proactively work with the Office Visit Counselor team Pension Services staff and agency employees.
WHAT WIIL YOU DO
Benefit Counseling
Participates in the TRS Pension Services foundational training program.
Counsels members and provides assistance to school district officials regarding the full range of TRS benefit options.
Explains benefit options including eligibility requirements and limitations and provides general information and referral services on related benefit programs such as Social Security and Medicare.
Assists with researching and resolving complaints and problems regarding service and disability requirements projected benefits health insurance refunds death benefits purchase of special services post retirements district reporting requirements agency forms and other issues.
Determines and explains benefit options and the taxes associated with those options.
Determines recommends and/or implements appropriate actions necessary to resolve issues and process member requests including advising members and school district officials on necessary actions.
Interprets and explains TRS and other applicable laws rules regulations policies procedures processes and forms.
Receives and processes requests for informational booklets and forms.
Performs Telephone Counseling duties including but not limited to taking member phone calls and responding to secure messages and chat as required when not performing Office Visit Counseling related functions.
Documents and maintains member records by updating information into the computer database including collecting and recording accurate notes for member files.
Presentation Administration
Participates in the Office Visit Counseling presentation training.
Conducts group presentations including workshops seminars and question and answer sessions to educate groups of members and school district officials regarding TRS benefits.
Coordinates meeting logistics such as set-up of audio/visual and computer equipment handouts and other presentation materials.
Delivers on-site information and counseling to workshop and seminar participants.
May assist in the development of workshop and seminar presentations and materials.
Program Support
Researches and analyzes situations to identify causes of problems and determine appropriate resolutions.
Confers with Benefit Processing Legal Accounting and other TRS staff and performs detailed research and analysis of member records via Imaging.
Performs related work as assigned.
WHAT WILL YOU BRING
Required Education
High school graduation or GED.
Education and experience may substitute for one another.
Required Experience
One (1) year of full-time experience in banking accounting claims processing benefit processing call or contact center or other customer service related experience involving interpreting applyingand communicating complex laws regulations and policies.
Navigating and using computer systems and applications such as Microsoft Office and virtual meeting software.
Experience conducting detailed presentations to groups of adults.
Required Registration Certification or Licensure
None.
Preferred Qualifications
Associates or Bachelors degree from an accredited college or university.
Experience in Health Insurance or Retirement.
Experience conducting in-person interviews and/or counseling sessions or in providing in-person customer service regarding client or customer benefits.
Experience communicating using web chat software.
Bilingual in English and Spanish.
Knowledge Skills and Abilities
Knowledge of:
TRS benefit programs.
Public speaking and presentation delivery methods principles practices and techniques.
Modern office practices and equipment.
Skills in:
Interpreting explaining and applying complex laws regulations policies and procedures.
Planning organizing and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment; and completing detailed work with a high degree of accuracy.
Analyzing problems and devising effective solutions.
Using a computer in a Microsoft Windows environment with word processing spreadsheet and other business software.
Effective written and verbal communications including telephone communication and active listening skills.
Using presentation equipment including lap-top computers and projectors.
Using presentation software including Microsoft PowerPoint.
Efficiently and accurately documenting information into various computer systems.
Providing quality customer service.
Ability to:
Work occasional overtime weekends or extended hours as needed to manage team workload.
Work with computers and basic Microsoft Office programs learn new and existing agency software and navigate internet and internet-based programs.
Establish and maintain harmonious working relationships with co-workers agency staff TRS members school district officials and other contacts.
Work effectively in a professional team environment.
Military Occupational Specialty (MOS) Codes:
Veterans Reservists or Guardsmen with experience in the Military Occupational Specialty ( ) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Talent Acquisition at with questions or for additional information.
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Required Experience:
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