University of California Office of the President
INSURANCE LIAISON - BENEFITS ANALYST 4 - RETIREMENT ADMINISTRATION SERVICE CENTE
University of California Office of the President, Oakland, California, United States, 94616
INSURANCE LIAISON - BENEFITS ANALYST 4 - RETIREMENT ADMINISTRATION SERVICE CENTER (RASC)
Location: Oakland
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 4 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 BA4 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts.
Note:
This is a hybrid position with three days a week on site in Oakland, CA.
Key Responsibilities
Independently manages and resolves the most complex and escalated retirement and pension cases requiring advanced judgment and subject matter expertise.
Serves as a subject matter expert regarding retirement, survivor/beneficiary, insurance, and disability benefits, providing in-depth counseling to members, campuses, and internal partners on retirement policies, procedures, and benefit entitlements.
Acts as a liaison with Policy, UCPath, campuses, and Benefit Accounting to resolve cross‑functional issues and ensure consistent application of retirement rules. Leads and contributes to audits, compliance reviews, and regulatory reporting, identifying risks and recommending corrective actions.
Develops, documents, and improves processes to enhance efficiency, accuracy, and compliance across retirement operations.
Mentors and trains Benefits Analysts 2 and 3, providing guidance and expertise in handling complex cases.
Advises leadership on emerging issues, policy gaps, and opportunities for operational improvements; participates in cross‑departmental projects and initiatives that shape retirement service delivery.
Required Qualifications
7 years expert‑level knowledge of retirement and pension benefits administration, including defined benefit plans and advanced eligibility rules. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues. Requires extensive knowledge of UCRP plan rules and regulations.
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).
Advanced skills in payroll, calculations, Excel, compliance, and audit. Strong analytical and problem‑solving skills with the ability to identify systemic issues and propose strategic solutions.
Demonstrated advanced writing, speaking and group presentation skills to present complex information clearly and concisely to multiple levels in the organization.
Ability to mentor, coach, and develop analysts at multiple levels. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues.
Preferred Qualifications Knowledge of Lean Six Sigma principles and how to apply them. Proven ability to lead process improvement initiatives and drive operational excellence.
Education Bachelor’s degree in a related area and/or equivalent experience/training.
Compensation Salary Grade: 23 – Payscale: $115,000 – $130,200.
Benefits For information on the comprehensive benefits package offered by the University, visit Benefits of Belonging.
How to Apply 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 17, 2025.
Conditions of Employment Background check required for this critical position.
Smoke‑free work environment.
Compliance with University of California vaccination program policy is required.
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. The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at Accessibility or email the Human Resource Department at epost@ucop.edu.
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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 4 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 BA4 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts.
Note:
This is a hybrid position with three days a week on site in Oakland, CA.
Key Responsibilities
Independently manages and resolves the most complex and escalated retirement and pension cases requiring advanced judgment and subject matter expertise.
Serves as a subject matter expert regarding retirement, survivor/beneficiary, insurance, and disability benefits, providing in-depth counseling to members, campuses, and internal partners on retirement policies, procedures, and benefit entitlements.
Acts as a liaison with Policy, UCPath, campuses, and Benefit Accounting to resolve cross‑functional issues and ensure consistent application of retirement rules. Leads and contributes to audits, compliance reviews, and regulatory reporting, identifying risks and recommending corrective actions.
Develops, documents, and improves processes to enhance efficiency, accuracy, and compliance across retirement operations.
Mentors and trains Benefits Analysts 2 and 3, providing guidance and expertise in handling complex cases.
Advises leadership on emerging issues, policy gaps, and opportunities for operational improvements; participates in cross‑departmental projects and initiatives that shape retirement service delivery.
Required Qualifications
7 years expert‑level knowledge of retirement and pension benefits administration, including defined benefit plans and advanced eligibility rules. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues. Requires extensive knowledge of UCRP plan rules and regulations.
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).
Advanced skills in payroll, calculations, Excel, compliance, and audit. Strong analytical and problem‑solving skills with the ability to identify systemic issues and propose strategic solutions.
Demonstrated advanced writing, speaking and group presentation skills to present complex information clearly and concisely to multiple levels in the organization.
Ability to mentor, coach, and develop analysts at multiple levels. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues.
Preferred Qualifications Knowledge of Lean Six Sigma principles and how to apply them. Proven ability to lead process improvement initiatives and drive operational excellence.
Education Bachelor’s degree in a related area and/or equivalent experience/training.
Compensation Salary Grade: 23 – Payscale: $115,000 – $130,200.
Benefits For information on the comprehensive benefits package offered by the University, visit Benefits of Belonging.
How to Apply 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 17, 2025.
Conditions of Employment Background check required for this critical position.
Smoke‑free work environment.
Compliance with University of California vaccination program policy is required.
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. The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at Accessibility or email the Human Resource Department at epost@ucop.edu.
#J-18808-Ljbffr