County of Alameda

Retirement Assistant Benefits Manager (#1356)

Bargaining Unit: Unrep - ACERA Classes (066)
$43.30-$73.52 Hourly / $3,464.00-$5,881.60 BiWeekly /
$7,505.33-$12,743.47 Monthly / $90,064.00-$152,921.60 Yearly


DESCRIPTION
Under general direction, assists the Retirement Benefits Manager in planning, organizing, and supervising the Benefits Division of the Alameda County Employees’ Retirement Association.

DISTINGUISHING FEATURES

This is a single position classification responsible for supervising the benefits activities of the Retirement Association, which includes record keeping, application process, counseling, and retirement payroll.  This classification is distinguished from the Retirement Benefits Manager by the former having the responsibility for developing or enhancing benefit programs and member services and integrating the workflow of the Benefits Division staff with the work of staff in other divisions, while the latter having the responsibility for the day-to-day supervision of projects underway and for responding to staff requests for assistance on complex benefits issues.

EXAMPLES OF DUTIES
NOTE: The following are duties performed by employees in this classification.  However, employees may perform other related duties at an equivalent level. Each employee in the classification does not necessarily perform all duties listed.

  1. Assists the Retirement Benefits Manager in planning, organizing, and supervising the work of benefits staff involved in reconciling and producing the monthly pension payroll, maintaining and updating retirement account balances, supervising the determination of accrued service credit balances in manual and automated records, and processing new and terminating members; makes recommendations for approval of claims for death, disability, and retirement, subject to confirmation by the Retirement Board. 
  2. Resolves benefit issues and assists with member counseling on complex or sensitive cases; may develop and/or present retirement education materials.
  3. Performs day-to-day supervision of benefits staff working in teams, ensuring delivery of superior member services by providing guidance and training and assisting with research on complex cases.
  4. Assists with developing policies and procedures for all activities within the Benefits Division; ensures benefit-related policies and procedures are followed.
  5. Supervises the division of community property interests of members’ retirement accounts in marital dissolution cases.


MINIMUM QUALIFICATIONS
EITHER I

Education:

Graduation from an accredited college or university with a bachelor’s degree in business or public administration, human resources, or a closely related field.

AND
Experience:

The equivalent of two (2) years of full-time experience as a Retirement Benefits Specialist  in the Alameda County classified service.  

OR II
Education:

Graduation from an accredited college or university with a bachelor’s degree in business or public administration, human resources, or a closely related field.

AND

Experience:

The equivalent of two (2) years of full-time professional benefits or retirement experience, one (1) year of which must have been in a supervisory position.

Substitution:

Possession of the Certified Employee Benefits Specialist certificate and two (2) years of relevant experience may be accepted in lieu of the required degree.

Additional years of experience may be substituted for the required education on a year-for-year basis.

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 “Example of Duties” section of this specification.

Knowledge of:

  • 1937 Act County Employees Retirement Law as it relates to disability and service retirements, divorce, and death benefits.
  • Actuarial principles pertaining to retirement system funding.
  • Modern principles and practices of staff development and supervision.
  • Customer service.
  • Retirement benefit calculations and processes.
  • Issuance and reconciliation of pension payroll.
  • Management of automated information systems.
  • Operation of a personal computer with proficiency in word processing and spreadsheet applications.
  • Management of work teams.

Ability to:

  • Establish and maintain professional relationships with members of the Retirement Board, ACERA staff, members of the Retirement Association, other governmental agencies, legal and medical professionals, and consultants.
  • Supervise the work of subordinate staff.
  • Coach and develop staff to deliver superior member services.
  • Analyze and solve problems.
  • Gather, organize, and summarize specialized data.
  • Work effectively in a team environment.
  • Interpret and apply the provisions of retirement law and Board policies and procedures.
  • Manage automated information systems.
  • Identify and use all necessary resources.
  • Employ effective oral and written communication skills to make public presentations and reports.
  • Improve processes to enhance member services.
  • Exercise sound judgment in decision-making.


CLASS SPEC HISTORY
Old document:  VS:jc
6/98
1356h
New document:  Jobspecs/1356
ys/12/00
CSC Date:  7/22/98
IL:saa Revised 03/29/2024
CSC Date:04/17/2024

BENEFITS

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

  • Medical – HMO & PPO Plans
  • Dental – HMO & PPO Plans
  • Vision or Vision Reimbursement
  • Share the Savings
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage for eligible employees)
  • Accidental Death and Dismemberment Insurance 
  • County Allowance Credit
  • Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
  • Employee Assistance Program

For your Financial Future

  • Retirement Plan - (Defined Benefit Pension Plan)
  • Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

  • 12 paid holidays
  • Floating Holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Catastrophic Sick Leave
  • Group Auto/Home Insurance
  • Pet Insurance
  • Commuter Benefits Program
  • Guaranteed Ride Home
  • Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
  • Employee Discount Program (e.g. theme parks, cell phone, etc.)
  • Child Care Resources
  • 1st United Services Credit Union 

*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.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.




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