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Retirement specialist vs verification specialist

The differences between retirement specialists and verification specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a retirement specialist and a verification specialist. Additionally, a retirement specialist has an average salary of $40,474, which is higher than the $31,564 average annual salary of a verification specialist.

The top three skills for a retirement specialist include life insurance, HR and recordkeeping. The most important skills for a verification specialist are customer service, patients, and data entry.

Retirement specialist vs verification specialist overview

Retirement SpecialistVerification Specialist
Yearly salary$40,474$31,564
Hourly rate$19.46$15.18
Growth rate7%7%
Number of jobs24,91626,348
Job satisfaction-5
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 37%
Average age4545
Years of experience66

What does a retirement specialist do?

A retirement specialist is responsible for designing and implementing retirement packages such as benefits, savings, profit sharing, and pensions to the employees of a certain company. They work together with the human resource department to ensure that all retirees can access their benefits and pensions. Their duties and responsibilities include explaining the different retirement packages to the potential beneficiaries and working with HR to resolve any issues.

What does a verification specialist do?

The verification specialist's primary role is to make and take calls to employers for the purpose of verifying information stated by an applicant on his/her /her job application. They manage calls inbound/outbound for education, employment, reference, and licensing verification purposes. They also maintain and keep records of all calls handled to ensure all verifications made are followed upon on time. They communicate effectively and proficiently to all parties involved in attaining verification information. Moreover, they do monthly review to quality check all data gathered for verifications.

Retirement specialist vs verification specialist salary

Retirement specialists and verification specialists have different pay scales, as shown below.

Retirement SpecialistVerification Specialist
Average salary$40,474$31,564
Salary rangeBetween $29,000 And $56,000Between $24,000 And $41,000
Highest paying CityNewark, NJSan Jose, CA
Highest paying stateNew JerseyCalifornia
Best paying companyAmgenJacobs Engineering Group
Best paying industryFinanceInsurance

Differences between retirement specialist and verification specialist education

There are a few differences between a retirement specialist and a verification specialist in terms of educational background:

Retirement SpecialistVerification Specialist
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 37%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Retirement specialist vs verification specialist demographics

Here are the differences between retirement specialists' and verification specialists' demographics:

Retirement SpecialistVerification Specialist
Average age4545
Gender ratioMale, 52.0% Female, 48.0%Male, 23.9% Female, 76.1%
Race ratioBlack or African American, 10.8% Unknown, 3.6% Hispanic or Latino, 15.4% Asian, 7.7% White, 62.2% American Indian and Alaska Native, 0.3%Black or African American, 11.2% Unknown, 3.7% Hispanic or Latino, 15.2% Asian, 7.3% White, 62.3% American Indian and Alaska Native, 0.4%
LGBT Percentage9%9%

Differences between retirement specialist and verification specialist duties and responsibilities

Retirement specialist example responsibilities.

  • Manage and resolve participant escalations and requests from DOL.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Review social security, Medicare, annuities and tax relate questions.
  • Process recalculations and payroll for retirees resuming their retirement benefits.
  • Utilize ASC and SRT recordkeeping systems.
  • Educate participants, clients and third party facilitators on various ERISA regulations and procedures.
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Verification specialist example responsibilities.

  • Manage the TRICARE information program by presenting information utilizing available media, group presentations, or mailings.
  • Maintain confidentiality of all patient medical information adhering to HIPPA regulations and Medicare / Medicaid policies.
  • Verify primary insurance eligibility by phone with agents or online regarding Medicaid recipients and to determine payment responsibilities to providers.
  • Verify medical coverage and benefits to providers and members, review certain ICD9 and CPT codes.
  • Verify patient effective date of insurance, including CPT and diagnosis codes and general policy information.
  • Receive extensive training on insurance plans and types, HIPAA compliance, PatientPlus programming and other workplace relate topics.
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Retirement specialist vs verification specialist skills

Common retirement specialist skills
  • Life Insurance, 11%
  • HR, 10%
  • Recordkeeping, 8%
  • Payroll, 8%
  • Medicare, 7%
  • Financial Products, 6%
Common verification specialist skills
  • Customer Service, 23%
  • Patients, 18%
  • Data Entry, 13%
  • Insurance Verification, 4%
  • Medicaid, 4%
  • Verification Process, 3%

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