1209 Benefits Technician

Recruitment #PBT-1209-086402


The minimum qualifications were amended to reflect current class spec and that the filing deadline was extended by five business days.

Receipt of applications may close at anytime, but not before Friday, August 17, 2018 by 5:00 PM.

This is a Position-Based Test conducted in accordance with Civil Service Rule 111A.


The San Francisco Employees’ Retirement System offers an exceptional opportunity for the right candidates to serve this historic, well established City Department by engaging in interesting and rewarding mission critical work. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 71,000 active and retired employees of the City and County of San Francisco and their survivors.

Our Mission

The San Francisco Employees’ Retirement System is dedicated to securing, protecting and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.

The San Francisco Employees’ Retirement System currently seeks Benefits Technicians to work in the Retirement Services Division.  Under supervision of a Senior Benefits Analyst or Benefits Supervisor, the Benefits Technicians at the San Francisco City and County Employees' Retirement System perform technical, administrative and research functions related to retirement benefit matters. The Retirement Department routinely reassigns employees in this job class to provide cross-training opportunities and/or to fulfill current needs of the department.

Examples of primary duties may include:

  1. Provides support services to analysts, senior analysts, and benefits supervisors in processing benefit entitlements.
  2. Provides general information to City employees regarding retirement benefits by answering the telephone and responding to general questions regarding benefits, eligibility, membership, etc.
  3. Researches records and accounts for prior membership, account discrepancies, requested information, buybacks, withdrawal status, payment history, overpayments, underpayments, and adjustments in database; checks potential members’ service dates for eligibility and provides information regarding annual statements and tax form 1099R for the Retirement System; reconciles member accounts based upon a variety of discrepancy reports; researches prior service history and salary figures using microfiche, database files, and other sources.
  4. Processes a variety of membership forms and other types of forms such as personnel transaction forms for employee status changes; and change of beneficiary form for active and retired members.
  5. Performs various calculations to support the determination of retirement benefits. Retirement calculations include years of service, update of balance shortages, closeouts, and final account balances.
  6. Enters monthly retirement payments on excel spreadsheet and reconciles monthly change roll.
  7. Communicates with employees, retirees, dependents, beneficiaries, human resources, and payroll personnel within citywide departments, representatives from outside agencies, and other professionals to resolve routine problems, and provide general information regarding benefits or benefit payments.
  8. Updates addresses, Electronic Funds Transfer (EFT) changes and tax withholdings for retired members in the system.
  9. Completes standard form letters, and maintains reports, logs, and records; may prepare routine correspondence to respond to active and retired members’ requests; requests additional information and documentation when needed; sends notifications of eligibility for membership in the Retirement System; prepares monthly new retirees list and sends new retiree letters.
  10. Acts as a verifier to check work performed by another technician at the end of the day.
  11. Maintains department’s reception desk by booking appointments, receiving visitors, and answering general retirement related questions in person and on the telephone.
  12. Performs other related duties as assigned/required.

Minimum Qualifications

  1. Completion of two (2) years college-level course work; AND
  2. One (1) year of verifiable clerical or technical experience administering employee benefits programs including: researching records, claims adjudication, database maintenance, reviewing forms, performing calculations, and responding to general inquiries; experience must include one (1) year of verifiable clerical and technical experience administering employee pension/retirement benefits programs; AND
  3. Proficiency in the use of computers to perform word processing and to perform data entry/retrieval.


Additional qualifying 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 (1) year of experience.

The above minimum qualifications reflect the special condition associated with the position (s) to be filled. They may differ from the standard minimum qualifications associated with this class code.

Desirable Qualifications:


The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

  • Two or more years of verifiable experience working with a private or public defined benefit plan or defined contribution plan.
  • Possession of a Bachelor's Degree in Business Administration, Finance, Accounting, or closely related field.
  • Extensive customer service experience.
  • Bilingual skills.
  • A minimum of one year working knowledge of Oracle PeopleSoft.
  • A minimum of one year working knowledge of Microsoft Office including Microsoft Word using mail merge, and Microsoft Excel creating formulas and creating links between cells on the same or different worksheets.

How To Apply

Applications for City and County of San Francisco jobs are being accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select announcement PBT-1209-086402
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com).

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores. If you have any questions regarding this recruitment or application process, please contact the examination analyst, Grace Tam, by telephone at 415-487-7028, or by email at Grace.Tam@sfgov.org.

Verification: Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco

Selection Procedures

Written Examination (Weight 50%):

Candidates who are qualified will be invited to participate in a written examination to determine their relative knowledge, skills, and abilities in job-related areas which may include, but are not limited to: Technical knowledge of employee benefits programs; ability to perform accurate benefits calculations; ability to research; computer skills; and problem solving ability.

Only those applicants meeting the Minimum Qualifications will be notified of the exact date, time and place to report to the Written Examination.

Supplemental Questionnaire Evaluation (Weight: 50%):

Candidates will be prompted to complete a supplemental questionnaire as part of the online employment application. The Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: Technical knowledge of employee benefits programs; ability to perform accurate benefits calculations; ability to research; written communication ability; and problem solving ability.

Candidates must achieve a passing score on both the Written Examination and the Supplemental Questionnaire Evaluation in order to be ranked on the eligible list.

Note: Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certification in order to make a final hiring decision.

Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Certification: The certification rule for the eligible list resulting from this examination will be Rule of Ten Scores.

Eligible List: The duration of the eligible list resulting from this examination process will be 6 months, and may be extended with the approval of the Human Resources Director. http://www.sfdhr.org/index.aspx?page=20#eligiblelists

Upon approval of the Human Resources Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=13693. Search that document by title or job code to see which departments use the classification.

Conviction History

As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


Reasonable Accommodation Request:

Veteran’s Preference:

General Information concerning City and County of San Francisco Employment Policies and Procedures:

Copies of Application Documents:

Right to Work:

Position Based Testing:

Terms of Announcement:
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by posting the correction on the Department of Human Resources website at www.jobaps.com/sf. The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Amended and Reissued: August 13, 2018
Issued: July 31, 2018
Recruitment No.: 086402
Micki Callahan, Director
Department of Human Resources
Team: RET/GT (415) 487-7028


All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.


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