City and County of San Francisco

Under direction, the 122U Senior Benefits Analyst, SFUSD performs complex and difficult professional benefits work related to the City’s Health, Dental, Disability and Flexible Spending Account and Voluntary Benefit programs or the City’s Retirement Program and the Deferred Compensation Plan for employees of the Unified School District; and plans, implements and oversees special projects in an assigned benefit program. The Senior Benefits Analyst is the advanced journey-level in the employee benefits series.

Class 122U Senior Benefits Analyst, SFUSD is distinguished from the 1212 Benefits Analyst in that the former may be assigned to special projects or to supervise professional journey level staff.

May exercise supervision over professional-level, clerical and technical benefits staff.

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. May supervise a staff of benefits technicians, clerks and professional benefits analysts engaged in health, dental and disability insurance activities or pension program activities, such as calculating benefits, membership counseling services, membership enrollment and termination, and medical claim processing.
2. May plan, implement and oversee special projects within an assigned unit.
3. Reviews and investigates more complex and difficult cases of an assigned program area.
4. Develops training material and trains and orients new employees in work procedures, public relations, and departmental procedures and policies.
5. Provides guidance to staff in answering questions or making eligibility determinations on the more difficult and controversial retirement benefits or health claims.
6. Reviews and implements operational procedures; reviews and implements legislative changes relative to the benefit program; apply existing City Charter and Administrative Code provisions related to the assigned benefit program.
7. Compiles and evaluates statistical and other data to prepare various reports.
8. Contacts City departments, employees, employee representatives, other government agencies and various private entities to furnish and/or obtain information on specialized employee benefit matters.

Knowledge of: administration of the San Francisco Unified School District employee benefits programs including health, dental, life and disability plans, flexible spending accounts and retirement plans; applicable federal and state law, including the California Education Code; medical and legal terminology including CalSTRS and PARS coding and terminology; database management; and third-party liability.

Ability or Skill to: supervise and evaluate professional, technical and clerical benefits staff; read and interpret pension or health service regulations and guidelines; analyze numerical data; communicate clearly and concisely orally and in writing, directly to individuals as well as publicly to groups of members; disseminate and obtain accurate, detailed information; establish and maintain positive and harmonious working relationships with those contacted in the course of work; communicate benefits-related data to integrate into software application and database interface programs; manipulate computerized database systems and various software applications; understand and follow oral and written instructions; make accurate numerical calculations; apply the principles and methods for employee health or pension benefits; conduct effective interviews; set priorities and organize work in order to accomplish assigned tasks; provide effective coaching and feedback to staff.

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification.  Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

Education:

1. Possession of a baccalaureate degree from an accredited college or university; AND

Experience:

2. Three (3) years verifiable experience administering employee benefits programs including: initiating benefit membership records in an electronic database, calculating benefits premiums and processing enrollment applications.

License and Certification:

Substitution:

Additional experience as described above may be substituted for the required education on a year-for-year basis. Thirty (30) semester units / forty-five (45) quarter units equal one year of experience.

SUPPLEMENTAL INFORMATION
The work environment is an office setting with extensive direct public contact.

PROMOTIVE LINES
From: 1212 Benefits Analyst, SFUSD

ORIGINATION DATE:
02/19/19

AMENDED DATE:
10/14/20

REASON FOR AMENDMENT:
To accurately reflect the current tasks, knowledge, skills & abilities, and minimum qualifications.

BUSINESS UNIT(S):
SFUSD