Location: Oakland
Job ID: 85364
Department Overview
From retirement planning webinars to survivor support - and everything in between - the RASC team is here to guide you through the retirement process and provide long-term pension and retirement health benefits assistance.
Position Summary
The Benefits Analyst 3 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements in Disability. This role requires strong analytical skills, judgment, and the ability to resolve non-standard issues with minimal guidance. The BA3 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts. Please note this is a hybrid position based in Oakland, California.
Key Responsibilities
- 20% As the subject matter expert, reviews, validates, and processes complex member applications and documents for completeness, accuracy, and compliance.
- 20% Processes applications related to retirement, survivor/beneficiary, insurance, and disability benefits.
- 15% Resolves escalated or non-standard issues, applying policies and exercising judgment with minimal supervision.
- 15% Ensures data integrity across retirement systems, performing advanced analysis to identify and correct discrepancies.
- 15% Provides in-depth counseling to members on retirement and pension inquiries, explaining complex benefits information clearly.
- 15% Collaborates with cross-functional teams to improve processes, implement solutions, and share best practices.
Experience
Required Qualifications
Minimum 5 years experience in Benefits, Pension Plans, or other relevant roles
Skills and Abilities
Required Qualifications
- Advanced expertise in retirement and pension benefits administration, including defined benefit plans and complex eligibility rules.
- Strong ability to interpret and apply policies, procedures, and regulatory requirements (e.g., ERISA, IRS, UC policies).
- Highly skilled in analyzing complex data and trends to support decision-making and improve program effectiveness.
- Excellent communication and counseling skills, with the ability to convey complex benefits information clearly to diverse audiences.
- Strong skills in payroll, calculations, Excel, compliance, and audit.
- Proven ability to independently manage multiple priorities and resolve escalated issues in a fast-paced, service-oriented environment.
- Ability to mentor, train, and support colleagues, fostering knowledge sharing and team development.
- Demonstrated capacity to influence process improvements and contribute to organizational excellence.
Preferred Qualifications
- Knowledge of UCRP plan rules and regulations.
- Close interactions with Policy, UCPath, campuses, and Benefit Accounting.
- Direct experience administering or analyzing disability benefit programs (e.g., Long-Term Disability), including managing complex cases such as denials and appeals
- Experience working with external insurance vendors and interpreting medical or eligibility determinations, and aligning those with internal policy and program requirements
- Experience conducting eligibility determinations and drafting or supporting formal determination and denial communications
- Familiarity with how disability benefits intersect with retirement and survivor benefits, including specialized populations (e.g., dependent or disabled beneficiaries
Education
Required Qualifications
Bachelor's degree in related area and / or equivalent experience / training
Job Title
Benefits Analyst 3
Job Code
007720
Salary Grade
Grade 21
Payscale:
$93,000 - $103,800