RETIREMENT COUNSELOR - BENEFITS ANALYST 4 (8 VACCANCIES IN MEMBER SERVICES) (HYBRID)

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UC OFFICE OF THE PRESIDENT

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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.

Role Summary

The Member Service Business Analyst 4 works closely with their Manager to 1) fulfill divisional strategic objectives to move the organization forward; 2) meet and exceed performance standards; and 3) build a culture of high performance in delivering a positive service experience to internal and external clients at every touch point.

The Member Service Business Analyst 4 is a highly motivated, organized, detailed-oriented, results-driven individual with a proven track record of delivering exemplary customer service in a fast-paced work environment while managing multiple assignments with limited guidance.

The Member Service Business Analyst 4 is accountable for supporting their manager to ensure members are provided with accurate information in individual and group retirement benefits planning sessions. The Member Service Business Analyst 4 will act as a guide, providing education, information, and counsel to members, retirees, survivors, beneficiaries as well as constituent groups, and University staff. The Member Service Business Analyst 4 will interact with members, ensuring they have accurate and complete information in order to make informed decisions regarding retirement benefits. The Member Service Business Analyst 4 will respond to inquiries, prepare detailed estimates, and facilitate educational and outreach efforts efficiently and professionally.

The Member Service Business Analyst 4 is a high-level individual contributor who acts as a resource and subject matter expert in benefits administration. The Member Service Business Analyst 4 will research and analyze member data to properly prepare resource materials, interview sessions, and presentations, virtually and in person. The Member Service Business Analyst 4 will efficiently use of resources and systems to build reports, establish and maintain quality metrics, survey participants, and identify trends for performance improvement.

The Member Service Business Analyst 4 also supports leadership in ensuring compliance with federal and state guidelines and polices set forth by the University of California.

Key Responsibilities

Operational Excellence

* Drives for operational efficiencies, identifies and resolves process gaps.

* Manges deliverables and works to meet goals and objectives associated with individual and team performance.

* Lead work groups and project teams.

* Builds curriculum for member education, train and build counselor knowledge.

* Ensures knowledge transfer

* Collaborates with Manager to uphold 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 RASC leadership to ensure department goals, performance targets and budget compliance are met; provides input to Manager as needed to formulate measurable unit goals and expectations using key performance metrics.

* Recommends and implement solutions to improve operational controls and mitigate risks.

* Always considers the member's perspective and anticipates member needs when interacting with and handling complex written and verbal inquiries from both internal and external clients.

* Consistently reviews organization and department policies and procedures to remain current on benefit information.

* Adheres to departmental practices to ensure consistent application administrative practices.

Analytical Excellence

• In coordination with the Client Relationship and Continuous Improvement team, recommends and implements program improvements based feedback from participants and stakeholders.
• Review and act upon weekly, monthly or quarterly statistical reports on participant engagement for leadership, as appropriate.
• Serves as a subject matter expert who provides input, guidance, and feedback on operational enhancements to improve performance.
• Provides timely responses to highly complex oral and/or written inquiries and requests which impact member benefits.
• Investigates and resolves complex account specific issues.
• Stays up-to-date on external impacts, industry trends, best practices, and technology.
• Evaluates and analyzes data and trends to improve the service experience and to ensure quality results

Training and Development

• Develop materials for educational workshops and individual counseling sessions.
• Provides education and counsel across all lines of business, including but not limited to, retirement benefits, health and welfare, Medicare, and disability and the impact to their long term financial well-being.
• May support Manager in administering performance management functions, including but not limited to attending pre-hire group interview sessions, supporting onboarding, evaluating, and mentoring staff.
• Communicates with team members to ensure compliance of internal and external business policies, procedures and processes.

Customer Service Excellence

• Ensures proactive outreach to plan members, prospective retirees, stakeholders, and partner groups.
• Serves as a change agent, champion and as an early adopter who embraces change and encourages and influences colleagues to support pending or newly implemented change initiatives.
• Participates on cross-functional committees to facilitate information exchange and address issues with other pension systems.
• Establishes partnerships and builds positive working relationships and rapport across the University of California system.
• Support effective communication channels for member interaction and stakeholder feedback.
• Identify training opportunities tailored to member needs throughout the member lifecycle.

Key Relationships

* Retirement Counseling Manager

* Member Correspondence Manager

* RASC Leadership

* Executive Director of RASC

* RASC Analysts

* Location stakeholders and partners

* Active, inactive members and former University of California faculty and staff

Qualifications and/or Technical Experience (job specific)

* Must have 8 years experience and 5 years of relevant experience as a financial planner, retirement or benefits counselor, providing guidance and consultation.

* Must possess excellent communication and instructional skills with the ability to inform, counsel, and instruct UC membership, including advising senior leadership.

* Must exercise a high degree of discretion, diplomacy, confidentiality, and initiative while taking independent action.

* Strong organizational, prioritization and time-management skills required.

* Ability to quickly learn, retain, and apply UCRP plan design, benefit structure, and UC policies and procedures.

* Excellent problem-solving and decision-making skills.

* Must have an innovative, positive self-directed attitude and demonstrate an ability to develop solutions to problems or methodology to execute deliverables.

* Able to work independently and as a team member.

* Must be able to handle multiple projects and tasks under deadline by being organized and detail oriented. Willingness to take initiative and work independently on assigned tasks.

* Assess and identify opportunities to exceed expectations in delivering service to both internal and external customers.

* Maintains professional certification and technical knowledge.

* Exemplary verbal, written and presentation skills; able to work in a highly collaborative manner.

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

* Able to troubleshoot and resolve complex, emerging issues and meet critical deadlines.

* Knowledge of pertinent federal and state regulations and filing and compliance requirements (both adopted and pending) that affect employee and retiree benefits programs that include: ACA, ERISA, COBRA, FMLA, ADA, Section 125, Workers' Compensation, Medicare, COBRA, and Social Security and DOL requirements a plus.

* Knowledge of both general and specific benefits (e.g. retirement, health & welfare, benefits administration).

* Leverage technology and use software to guide members in the use of the information portal.

* Proficient in use of cloud-based technology, Microsoft Office Suite, system applications, and databases.

* Must be able to travel to various campuses and locations, up to 30 %.

Education

* Must possess a financial planning certification; Personal Financial Planner, Certified Retirement Counselor, Certified Financial Planner, or Chartered Financial Analyst.

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

Job Title
Benefits Analyst 4

Job Code
007721

Salary Grade
Grade 23

Payscale:
$100,000 - $128,000

Full Salary Range:
$82,400 - $151,400

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 April 4th, 2023: 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

August 2021 Update: The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral. UC COVID-19 Vaccine Policy

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. EEO/AA Employer UC Nondiscrimination Policy

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