BENEFITS ANALYST 3 - 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 skills and experience as a seasoned, experienced professional with a comprehensive understanding of employee benefits practices and University policies and procedures. Demonstrates good judgment in selecting methods and techniques for obtaining solutions and developing recommendations relative to employee benefits programs where analysis of situations and data requires a review of a variety of factors. General instructions may be provided on new assignments, projects and initiatives. Please note this is a hybrid position.

Key Responsibilities

25% Analytical Excellence Supports the compilation of weekly, monthly, or quarterly reports. Supports supervisor and manager in conducting quality assurance and other mechanisms (i.e., reporting scorecards, dashboards, etc.) to identify customer satisfaction levels and seeks improvement as needed.

25% Operational Excellence Collaborates with supervisor and manager to build a culture of delivering exemplary service to internal and external clients and to support strategies focused on operational excellence and process and/or workflow improvements. Works closely with supervisor and manager (and other RASC leaders) to ensure that department goals, performance targets are met while maintaining compliance with Plan policy and budget. 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. Recommends improvement to system processing and changes to the Plan and regulations.

20% Training and Development Confers with supervisor and manager to identify, recommend, and may provide the 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, which may include attending pre-hire group interview sessions, onboarding, and mentoring new staff.

15% Customer Service Excellence Serves as a "change agent, champion or initial adopter" who embraces 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. may include attending pre-hire group interview sessions, onboarding, and mentoring new staff.

15% Key Relationships: * RASC Leadership * RASC Analysts * Location stakeholders and partners * University of California faculty and staff, retirees, and survivors

Experience
Required Qualifications

Must have at least 5 years' experience in Pension Administration, Benefits processing, or comparable experience.

Skills and Abilities
Required Qualifications

Demonstrated knowledge of survivor death processing.

Ability to effectively communicate with survivors, contingent annuitants, beneficiaries, executors, and trustees

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

Strong organizational and time-management skills; excellent problem-solving skills; able to influence and advise people at all levels, including leaders.

Applies in-depth knowledge of regulations 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.

Must have an innovative, positive self-directed attitude; a proven problem-solver who can develop and implement strategies or methodology for improved deliverables. Able to "go the extra mile" in delivering service to both internal and external customers.

Willingness to take initiative and work independently.

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

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

Managing the processing of assigned survivor applications and keeping accurate, current case data.

At least one year of caseload management experience.

Preferred Qualifications

Demonstrated knowledge of survivor death processing.

Three years experience determining eligibility and calculating pre-retirement or post-retirement survivor benefits, and researching and resolving the most complex pre-retirement and post-retirement survivor benefits cases.

Education
Required Qualifications

Must possess an Associate degree or Bachelor's in Business Administration, Human Resources, Operations Management, Marketing, Public Health or equivalent work experience.

Travel Requirements
0%

Job Title
Benefits Analyst 3

Job Code
007720

Salary Grade
Grade 21

Payscale:
$86,000 - $98,000

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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