Bargaining Unit: SEIU 1021 - Clerical (010)
$43.89-$53.92 Hourly / $3,291.75-$4,044.00 BiWeekly /
$7,132.13-$8,762.00 Monthly / $85,585.50-$105,144.00 Yearly
Under general supervision, the class of the Senior Retirement Technician handles the journey level types of cases and issues regarding retirement benefits in the flexibly-staffed series. Conducts enrollment, processes retirement benefits and provides on-going assistance to eligible members of the Alameda County Employee Retirement Association (ACERA) participating members with Pension, Death, Disability, Health and Dental Plans and performs other related duties as assigned.
The classification of Senior Retirement Technician is the journey level of a flexibly-staffed series located in the Alameda County Employee Retirement Association Department. Incumbents will be responsible for encompassing a variety of activities, such as providing ACERA membership enrollment, on-going benefits assistance and benefits administration using independent judgment and skills in the performance of all assignments. Senior Retirement Technicians are expected to work independently with less need for supervision than the Retirement Technician.
EXAMPLES OF DUTIES
NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.
1. Provides explanation of comprehensive benefit plans to members including Health and Dental, Vision and Death benefits through counseling sessions and by phone.
2. Participates in new member seminar. Conducts mid-career and pre-retirement seminars, providing information for retirement planning by providing support and answering individual questions. Conducts Medicare transition seminars.
3. Assists members in processing Status Changes; resolves and communicates benefit deduction issues for the duration of membership, acts as a liaison in the filing and resolution of member benefit claims including refunds for terminating members and ex-spouses and community property claims to include active, deferred and retired death benefit claims.
4. Researches and resolves problems related to member benefits coverage; discusses and resolves problems with employers, benefit carriers and program administrators.
5. Monitors/reconciles numerous benefit-related reports (including contributions to membership and plan premiums.
6. Verifies and Performs- calculation related to benefits data, including retirement allowance estimates, cost of purchase service credit, retirement contributions, Medicare premium and subsidy adjustments, refunds, and other related benefit matters.
7. Verifies processed annual Open Enrollment changes within a specified timeframe.
8. Verifies processed enrollment forms for C-PEPRA members by checking for accuracy and completeness, verifying member eligibility and ensuring contributions have begun.
9. Inputs, verifies, and retrieves member related data from the employer computer systems.
10. Documents all member calls using an on-line call tracking tool in a small call center environment and documents issues received via e-mail, fax, mail, QIC or walk-in.
11. Advises separating members regarding retirement benefit related options.
12. Establishes and maintains effective work relationships with business partners in the performance of required duties.
13. Conducts retirement application in-take sessions providing information on retirement allowance options, death benefits and payroll deduction.
14. Verifies and performs related duties as required.
15. Identifies areas of procedures needing revisions or changes.
The equivalent of two year of full-time experience in the class of Retirement Technician or Employee Benefits Technician I in the Alameda County classified service.
The equivalent of three years of full-time experience processing and explaining pension or health related employee benefits program or department of a private of public organization. One year of payroll experience may be substituted for one year of benefits experience.
A Bachelor's degree from an accredited college or university with major course work in Business or Public Administration, Accounting, Economics, Human Services or a related field, or possession of the Certified Employee Benefits Specialist certificate may be substituted for the two years of required experience.
NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.
KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.
· Effective customer service techniques.
· Team-based work environment.
· Information gathering and interviewing techniques.
· Research methods.
· Basic mathematical functions and computations, including calculating percentages and prorated benefit amounts.
· 1937 Act County Employees Retirement Law.
· Word processing and spreadsheet applications and data entry skills.
· Calculators and their functions.
· Correct usage of English, including punctuation, spelling and grammar.
· Listen attentively in order to discern members’ needs.
· Demonstrate sensitivity and interpersonal skills when interviewing and counseling members.
· Be diplomatic and tactful when dealing with a variety of people of diverse backgrounds.
· Establish and maintain professional relationships with ACERA members, ACERA staff, personnel in other departments and agencies, members of the Board of Retirement and with representatives from legal, medical or consultant firms.
· Work independently and in a team-based environment.
· Communicate effectively in oral and written form.
· Independently draft correspondence and procedures.
· Research and prepare clear, concise and comprehensive reports.
· Read, comprehend, interpret and apply laws, rules, regulations, policies and procedures.
· Maintain information system database through accurate input of data.
· Perform a variety of mathematical computations using a calculator.
· Use and/or design spreadsheet applications to automate work processes.
· Function proficiently in an automated office environment.
· Multi-task and prioritize work projects.
CLASS SPEC HISTORY
Old document: RS I/II/II combined
Old Doc: 1351h.doc
New doc: /1351-1352-1353.doc
Csc Date: 9/30/98
DRH:pf: Rev. 11/20/01
Csc Date: 1/30/02
DRH:po Revised 5/9/06
CSC Date: 6/21/2006
AM:ah Revised/Retitled 6/25/18
Old Title: Retirement Specialist III
CSC Date: 7/18/18
Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*:
For your Health & Well-Being
For your Financial Future
For your Work/Life Balance
*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change.