BENEFITS ANALYST 3 in DISABILITY - RASC

Benefits Analyst 3

At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good. The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world.

Position Summary

The Benefits Analyst 3 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements in Disability. 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. Please note this is a hybrid position based in Oakland, California.

Key Responsibilities

• As the subject matter expert, reviews, validates, and processes complex member applications and documents for completeness, accuracy, and compliance.
• Processes applications related to retirement, survivor/beneficiary, insurance, and disability benefits.
• Resolves escalated or non-standard issues, applying policies and exercising judgment with minimal supervision.
• Ensures data integrity across retirement systems, performing advanced analysis to identify and correct discrepancies.
• Provides in-depth counseling to members on retirement and pension inquiries, explaining complex benefits information clearly.
• Collaborates with cross-functional teams to improve processes, implement solutions, and share best practices.

Experience Required Qualifications

Minimum 5 years experience in Benefits, Pension Plans, or other relevant roles

Skills and Abilities Required Qualifications

Advanced expertise in retirement and pension benefits administration, including defined benefit plans and complex eligibility rules. 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, with the ability to convey complex benefits information clearly to diverse audiences. Strong skills in payroll, calculations, Excel, compliance, and audit. 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, fostering knowledge sharing and team development. Demonstrated capacity to influence process improvements and contribute to organizational excellence.

Preferred Qualifications

Knowledge of UCRP plan rules and regulations. Close interactions with Policy, UCPath, campuses, and Benefit Accounting. Direct experience administering or analyzing disability benefit programs (e.g., Long-Term Disability), including managing complex cases such as denials and appeals Experience working with external insurance vendors and interpreting medical or eligibility determinations, and aligning those with internal policy and program requirements Experience conducting eligibility determinations and drafting or supporting formal determination and denial communications Familiarity with how disability benefits intersect with retirement and survivor benefits, including specialized populations (e.g., dependent or disabled beneficiaries)

Education Required Qualifications

Bachelor's degree in related area and / or equivalent experience / training

Travel Requirements

0%

Salary

Payscale: $93,000 - $103,800

Conditions of Employment

Background Check Process: Successful completion of a background check is required for this critical position. Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy for Employees, Students and Third Parties

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.