BENEFITS ANALYST 2 - RASC - SURVIVOR BENEFITS

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Department Overview
The Retirement Administration Service Center (RASC) counsels members of the University as they transition into retirement and provides long-term pension and retirement health benefits support.

Position Summary
Uses professional benefits concepts to resolve issues that are moderate in scope and impact where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate actions and recommendations. Has internal and some external contacts. Normally receives general instructions regarding on-going benefits assignments with detailed instructions provided on new projects.

Key Responsibilities

40% * Effectively handles the administration and communication of retirement pension benefits programs to retirees, survivors, beneficiaries and contingent annuitants. Coordinates daily benefits processing which may include handling policy and beneficiary changes, health and welfare changes, payroll adjustments, pension calculations, benefit terminations, disability death claims, rollovers, and distributions, etc. Evaluates existing benefit programs and recommends changes and/or new benefit offerings. May work closely with outside or internal legal advisors to ensure compliance and mitigate risks. Counsels employees on benefits-related issues and handles complex escalations/concerns/inquiries from retirees and survivors. Ensures that year-end calculations are accurately processed.

25% * Supports leadership in building a culture of delivering exemplary service to all customers while focusing on operational excellence and process or workflow improvements. Works closely with leadership to ensure that department goals and performance targets are met. Always considers the customer's point-of-view and anticipates customers' needs when dealing with complex written and verbal inquiries from both internal and external clients. Stays current on industry trends, departmental policies and procedures and applies accordingly.

20% * Confers with supervisor and manager to identify, recommend and provide appropriate training to further staff development and on-the-job performance. Supports supervisor and manager in facilitating staff cross-learning across lines of business (i.e., member services, retirement, health and welfare and benefits administration units.) Supports supervisor and manager in facilitating team development functions such as onboarding and mentoring new staff. Participates in industry groups, network with peers, and attend trade shows and conferences to gain insights into competitors' benefits packages.

15% * Serves as a "change agent" who embraces organizational change and encourages colleagues to support pending or newly implemented change initiatives. Takes ownership and is accountable for the member experience, follows through with direct member communication. May support supervisor and manager in developing back-up plans to ensure adequate staff coverage during peak periods, such as holidays. Establishes and builds rapport/relationships with members and colleagues within and outside of RASC.

Experience
Required Qualifications

Must have at least 2 years' experience in Pension Administration, Benefits processing, or comparable experience.

Skills and Abilities
Required Qualifications

Able to prioritize multiple tasks and deliver reports, projects and results within tight timelines and fast turnarounds; able to proof and audit for accuracy.

Exemplary verbal, written, change communication and presentation skills; able to work in a highly collaborative manner and formulate a clear point of view.

Able to work with strong personalities and different work styles while remaining calm, tactful, courteous and respectful under pressure.

Willingness to take initiative and work independently with minimal supervision.

Must have an innovative and positive self-directed attitude.

Working knowledge of federal and state regulations and filing and compliance requirements along with retirement, health and welfare, benefits administration.

Proficient in Microsoft Office Suite; able to quickly learn new software.

Preferred Qualifications

Applies knowledge of regulations in order to assure compliance with UCRP and Regulations, UC policy, and pertinent Federal and State regulations including FMLA, Medicare, COBRA, HIPAA, the IRS Code, Probate Code, privacy laws, generally accepted accounting principles (GAAP) and other relevant rules and regulations through application of appropriate controls.

Comprehensive and thorough historical knowledge of the UCRP plan document, operational procedures, membership types, impacts of offsets, and how they impact a division of benefits under the plan and survivor requirements.

Education
Required Qualifications

Bachelor's degree in Business Administration, Human Resources, Operations Management, Marketing, Public Health and/or equivalent work experience or associate's degree and relevant experience.

Travel Requirements
0%

Job Title
Benefits Analyst 2

Job Code
007719

Salary Grade
Grade 20

Payscale:
$78,000 - $90,000

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging

ADDITIONAL INFORMATION

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is October 14, 2024. The position will be open until filled.

CONDITIONS OF EMPLOYMENT

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

EEO STATEMENT

The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. For the University of California's Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20. For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

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