University of California Office of the President
BENEFITS ANALYST 3 - RETIREMENT ADMINISTRATION SERVICE CENTER (RASC) - INSURANCE
University of California Office of the President, Oakland, California, United States, 94616
BENEFITS ANALYST 3 - RETIREMENT ADMINISTRATION SERVICE CENTER (RASC) - INSURANCE
Department Overview
The Retirement Administration Service Center (RASC) counsels members of the University as they transition into retirement and provides long-term pension and retirement health benefits support.
Position Summary The Benefits Analyst 3 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements. This role requires strong analytical skills, judgment, and the ability to resolve non-standard issues with minimal guidance. The BA3 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts. It is a hybrid position with three days a week on site in Oakland, CA.
Key Responsibilities
As the subject matter expert, review, validate, and process complex member applications and documents for completeness, accuracy, and compliance; provide in-depth counseling to members on retirement and pension inquiries, explaining complex benefits information clearly.
Process applications related to retirement, survivor/beneficiary, insurance, and disability benefits; resolve escalated or non-standard issues, applying policies and exercising judgment with minimal supervision.
Ensure data integrity across retirement systems, performing advanced analysis to identify and correct discrepancies.
Collaborate with cross-functional teams to improve processes, implement solutions, and share best practices.
Mentor and train junior analysts, providing guidance and feedback to build team expertise.
Lead portions of audits and reviews by preparing documentation, analyzing findings, and recommending corrective actions; identify opportunities for operational excellence and contribute to continuous improvement initiatives.
Experience Minimum 5 years’ experience in Benefits, Pension Plans, or other relevant roles. Bachelor’s degree in related area and/or equivalent experience/training.
Skills and Abilities
Advanced expertise in retirement and pension benefits administration, including defined benefit plans and complex eligibility rules; extensive knowledge of UCRP plan rules and regulations.
Strong ability to interpret and apply policies, procedures, and regulatory requirements (e.g., ERISA, IRS, UC policies).
Highly skilled in analyzing complex data and trends to support decision-making and improve program effectiveness.
Excellent communication and counseling skills, able to convey complex benefits information clearly to diverse audiences.
Strong skills in payroll, calculations, Excel, compliance, and audit.
Close interactions with Policy, campuses, and Benefit Accounting; proven ability to independently manage multiple priorities and resolve escalated issues in a fast‑paced, service‑oriented environment.
Ability to mentor, train, and support colleagues; demonstrate capacity to influence process improvements and contribute to organizational excellence.
Education Bachelor's degree in related area and/or equivalent experience / training.
Job Title Benefits Analyst 3
Job Code 007720
Salary Grade Grade 21
Payscale $93,000 - $103,800
Benefits For information on the comprehensive benefits package, visit Benefits of Belonging.
Additional Information Please be prepared to attach a cover letter and resume with your application.
Application Review Date The first review date for this job is November 7, 2025. The position will be open until filled.
Conditions of Employment Background check required; smoke‑free work environment; compliance with University policy on Vaccination Programs; compliance with other applicable policies.
EEO Statement The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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Position Summary The Benefits Analyst 3 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements. This role requires strong analytical skills, judgment, and the ability to resolve non-standard issues with minimal guidance. The BA3 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts. It is a hybrid position with three days a week on site in Oakland, CA.
Key Responsibilities
As the subject matter expert, review, validate, and process complex member applications and documents for completeness, accuracy, and compliance; provide in-depth counseling to members on retirement and pension inquiries, explaining complex benefits information clearly.
Process applications related to retirement, survivor/beneficiary, insurance, and disability benefits; resolve escalated or non-standard issues, applying policies and exercising judgment with minimal supervision.
Ensure data integrity across retirement systems, performing advanced analysis to identify and correct discrepancies.
Collaborate with cross-functional teams to improve processes, implement solutions, and share best practices.
Mentor and train junior analysts, providing guidance and feedback to build team expertise.
Lead portions of audits and reviews by preparing documentation, analyzing findings, and recommending corrective actions; identify opportunities for operational excellence and contribute to continuous improvement initiatives.
Experience Minimum 5 years’ experience in Benefits, Pension Plans, or other relevant roles. Bachelor’s degree in related area and/or equivalent experience/training.
Skills and Abilities
Advanced expertise in retirement and pension benefits administration, including defined benefit plans and complex eligibility rules; extensive knowledge of UCRP plan rules and regulations.
Strong ability to interpret and apply policies, procedures, and regulatory requirements (e.g., ERISA, IRS, UC policies).
Highly skilled in analyzing complex data and trends to support decision-making and improve program effectiveness.
Excellent communication and counseling skills, able to convey complex benefits information clearly to diverse audiences.
Strong skills in payroll, calculations, Excel, compliance, and audit.
Close interactions with Policy, campuses, and Benefit Accounting; proven ability to independently manage multiple priorities and resolve escalated issues in a fast‑paced, service‑oriented environment.
Ability to mentor, train, and support colleagues; demonstrate capacity to influence process improvements and contribute to organizational excellence.
Education Bachelor's degree in related area and/or equivalent experience / training.
Job Title Benefits Analyst 3
Job Code 007720
Salary Grade Grade 21
Payscale $93,000 - $103,800
Benefits For information on the comprehensive benefits package, visit Benefits of Belonging.
Additional Information Please be prepared to attach a cover letter and resume with your application.
Application Review Date The first review date for this job is November 7, 2025. The position will be open until filled.
Conditions of Employment Background check required; smoke‑free work environment; compliance with University policy on Vaccination Programs; compliance with other applicable policies.
EEO Statement The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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