Benefits Analyst - Retirement Administration Service Center; Rasc - Insurance

Overview

BENEFITS ANALYST 3 - RETIREMENT ADMINISTRATION SERVICE CENTER (RASC) - INSURANCE

Location: Oakland

Job : 82109

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

The Benefits Analyst 3 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements. 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 with three days a week on site in Oakland, CA.

• As the subject matter expert, reviews, validates, and processes complex member applications and documents for completeness, accuracy, and compliance. Provides in-depth counseling to members on retirement and pension inquiries, explaining complex benefits information clearly.
• Processes applications related to retirement, survivor/beneficiary, insurance, and disability benefits. Resolves escalated or non-standard issues, applying policies and exercising judgment with minimal supervision.
• Ensures data integrity across retirement systems, performing advanced analysis to identify and correct discrepancies.
• Collaborates with cross-functional teams to improve processes, implement solutions, and share best practices. Mentors and trains junior analysts, providing guidance and feedback to build team expertise.
• Leads portions of audits and reviews by preparing documentation, analyzing findings, and recommending corrective actions. Identifies opportunities for operational excellence and actively contributes to continuous improvement initiatives.

Required Qualifications

• Minimum 5 years' experience in Benefits, Pension Plans, or other relevant roles.
• Bachelor's degree in related area and/or equivalent experience/training.

• Advanced expertise in retirement and pension benefits administration, including defined benefit plans and complex eligibility rules. Requires extensive knowledge of UCRP plan rules and regulations.
• 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.
• Close interactions with Policy, campuses, and Benefit Accounting. Proven ability to independently manage multiple priorities…