Government Jobs
Senior Retirement Benefits Specialist
Government Jobs, Sacramento, California, United States, 95894
The Position
This is a continuous filing exam. Next filing cut-offs are at 5:00 pm on: 5/30/25, 6/30/25, 7/30/25 (final). Under general supervision, the Senior Retirement Benefits Specialist leads, plans, schedules and oversees the work of Retirement Benefits Specialists while performing the same and/or more difficult duties as those being led; ensures completion of tasks in accordance with established policies and procedures; communicates policies, procedures and job expectations; and provides training to staff. Knowledge of: Principles and practices of leadership, mentoring, and training Applicable federal, state, and local laws, codes and regulations, including 1937 Act Retirement Law Operational characteristics, services, and activities of assigned programs and functions Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment English usage, spelling, grammar, and punctuation Advanced customer service principles and practices Information gathering and interviewing techniques Research methods Accounting principles including mathematical calculations Ability to: Lead and train Retirement Benefit Specialist staff Plan, coordinate, assign, and review the work of staff Provide work direction and instruction Research and evaluate work problems, and recommend solutions Develop, maintain, and promote cooperative, effective working relationships with others Communicate clearly and concisely, both verbally and in writing Interpret and apply applicable federal, state, and local laws, codes, and regulations Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met Effectively audit and identify discrepancies in retirement benefit calculations, data, and information Listen and communicate effectively to identify and address member needs Work independently and in a team-oriented environment Independently draft correspondence Understand, interpret, analyze and apply 1937 Act rules and regulations Prepare complex calculations with speed and accuracy Organize and prioritize work and meet deadlines Employment Qualifications
Minimum Qualifications:
Three years of full-time paid experience which included: 1) describing rules, regulations, policies and procedures to customers and/or the public, and 2) processing benefits and services in a pension, retirement, financial services, benefits administration, or accounting field. Note:
If the word "experience" is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements. General Qualifications:
Criminal History and Background Check: The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to or impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained. The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks, Social Security Number verification, professional license/registration verification, military service information and driving history. Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act. License Requirement: A valid California Driver License, Class C or higher, may be required at the time of appointment. Failure to obtain or maintain the appropriate California Driver License may constitute cause for personnel action in accordance with Civil Service Rules or applicable bargaining agreement. Individuals who do not meet this requirement due to disability will be reviewed on a case-by-case basis. Probationary Period:
The probationary period for this classification is
six (6) months. Application and Testing Information
Application:
Qualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by
5:00 PM
on the posted cut-off date. Supplemental Questionnaire:
Applicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked "Supplemental Questions". Please be descriptive in your response. Formula Rate Examination (Weighted 100%):
All candidates meeting the minimum qualifications by the cut-off date will have their Supplemental Questionnaire scored in the Formula Rate Examination. Employee Benefits
As an employee of the County of Sacramento, there will be a variety of benefits available to you. These benefits currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or medical cost; and an employee assistance program (EAP).
This is a continuous filing exam. Next filing cut-offs are at 5:00 pm on: 5/30/25, 6/30/25, 7/30/25 (final). Under general supervision, the Senior Retirement Benefits Specialist leads, plans, schedules and oversees the work of Retirement Benefits Specialists while performing the same and/or more difficult duties as those being led; ensures completion of tasks in accordance with established policies and procedures; communicates policies, procedures and job expectations; and provides training to staff. Knowledge of: Principles and practices of leadership, mentoring, and training Applicable federal, state, and local laws, codes and regulations, including 1937 Act Retirement Law Operational characteristics, services, and activities of assigned programs and functions Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment English usage, spelling, grammar, and punctuation Advanced customer service principles and practices Information gathering and interviewing techniques Research methods Accounting principles including mathematical calculations Ability to: Lead and train Retirement Benefit Specialist staff Plan, coordinate, assign, and review the work of staff Provide work direction and instruction Research and evaluate work problems, and recommend solutions Develop, maintain, and promote cooperative, effective working relationships with others Communicate clearly and concisely, both verbally and in writing Interpret and apply applicable federal, state, and local laws, codes, and regulations Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met Effectively audit and identify discrepancies in retirement benefit calculations, data, and information Listen and communicate effectively to identify and address member needs Work independently and in a team-oriented environment Independently draft correspondence Understand, interpret, analyze and apply 1937 Act rules and regulations Prepare complex calculations with speed and accuracy Organize and prioritize work and meet deadlines Employment Qualifications
Minimum Qualifications:
Three years of full-time paid experience which included: 1) describing rules, regulations, policies and procedures to customers and/or the public, and 2) processing benefits and services in a pension, retirement, financial services, benefits administration, or accounting field. Note:
If the word "experience" is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements. General Qualifications:
Criminal History and Background Check: The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to or impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained. The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks, Social Security Number verification, professional license/registration verification, military service information and driving history. Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act. License Requirement: A valid California Driver License, Class C or higher, may be required at the time of appointment. Failure to obtain or maintain the appropriate California Driver License may constitute cause for personnel action in accordance with Civil Service Rules or applicable bargaining agreement. Individuals who do not meet this requirement due to disability will be reviewed on a case-by-case basis. Probationary Period:
The probationary period for this classification is
six (6) months. Application and Testing Information
Application:
Qualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by
5:00 PM
on the posted cut-off date. Supplemental Questionnaire:
Applicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked "Supplemental Questions". Please be descriptive in your response. Formula Rate Examination (Weighted 100%):
All candidates meeting the minimum qualifications by the cut-off date will have their Supplemental Questionnaire scored in the Formula Rate Examination. Employee Benefits
As an employee of the County of Sacramento, there will be a variety of benefits available to you. These benefits currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or medical cost; and an employee assistance program (EAP).