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Senior Retirement Benefits Specialist
Senior Retirement Benefits SpecialistGovernment Jobs • Santa Rosa, CA, US
Senior Retirement Benefits Specialist

Senior Retirement Benefits Specialist

Government Jobs • Santa Rosa, CA, US
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Senior Retirement Benefits Specialist

The Sonoma County Employees' Retirement Association (SCERA) is looking for a knowledgeable retirement benefits professional with excellent pension administration skills and a passion for serving the public. Apply today to become a Senior Retirement Benefits Specialist.

Starting salary up to $45.17 / hour ($94,275 / year) and a competitive total compensation package!

Working at the County of Sonoma offers expansive opportunities for growth and development, the ability to be a part of a challenging and rewarding work environment, and the satisfaction of knowing you're working to better our communities. You can also look forward to flexible work arrangements and excellent benefits including :

  • Hybrid Telework
  • Salary Advancement
  • Paid Time Off
  • County Paid Health Premium Contributions
  • Post-Retirement Health Reimbursement Arrangement
  • Retirement
  • Paid Parental Leave
  • Additional Benefits : Excellent dental, vision, disability, life insurance, employee assistance program, professional development, and more
  • Student Loan Debt Relief

The Sonoma County Employees Retirement Association (SCERA) is a small office that values customer service, collaboration, professionalism, consistency, proactive planning, flexibility, and innovative problem-solving. We are committed to creating a diverse, equitable, and inclusive workplace where individuals from all backgrounds are welcomed, supported, and empowered to reach their full potential.

The Senior Retirement Benefits Specialist position works in a team environment with Retirement Benefits Specialists, and a Member Services Manager. This position will report to the Member Services Manager and will advise members on the application process for retirement benefits as well as review and process member applications for benefits such as deferred retirement, disability retirement, and general retirement.

Senior Retirement Benefits Specialists provide advanced informational and technical assistance to active and retired SCERA members, beneficiaries, employers, and the public by interpreting and applying complex retirement laws, policies, and procedures. They handle a range of complex, specialized, and analytical tasks, and take on leadership responsibilities by guiding and training staff. Additional responsibilities include :

  • Determining eligibility for retirement benefits
  • Performing and verifying complex benefit calculations, including service credit purchases, reciprocity, disability, and retirement benefits, ensuring accuracy and compliance with regulations
  • Researching and resolving sensitive benefit issues, sometimes collaborating with County departments and member agencies to reconcile data and correct discrepancies
  • Conducting individual counseling sessions and group presentations to educate members on retirement options and processes
  • Reviewing and processing a wide range of benefit applications and documentation, ensuring completeness, accuracy, and timely processing
  • Creating retirement benefit communications for newsletters and other publications for SCERA
  • The ideal Senior Retirement Benefits Specialist candidate will be a team player who is eager to collaborate and create effective relationships with SCERA personnel and plan members. They will have a strong understanding of, or interest in developing expertise in, retirement system operations, actuarial principles, reciprocity provisions, and related public sector benefit programs. The ideal candidate will demonstrate integrity, adaptability, and a commitment to continuous learning in support of SCERA's mission to provide accurate, responsive, and high-quality retirement services.

    They will also possess many of the following :

  • Experience in general office practices and computerized systems, including proficiency with Microsoft Office applications and the ability to learn and navigate specialized pension software
  • Knowledgeable in applying the provisions of the County Employees' Retirement Law of 1937 (CERL) and the Public Employees' Pension Reform Act of 2013 (PEPRA) to retirement benefits administration
  • Some experience giving presentations and / or explaining policies and / or regulations
  • Some experience determining benefit eligibility and / or working with various benefit programs
  • An understanding of mathematical formulas to calculate retirement benefits
  • Acute attention to detail, as well as the mathematical ability to calculate and validate benefit and service purchase computations with experience using of electronic information systems and software solutions for pension administration
  • The ability to work through a caseload with support from management, including asking questions to ensure their work product is accurate and reliable
  • Salary is negotiable within the established range. Benefits described herein do not represent a contract and may be changed without notice. Additional information can be found in the Service Employees International Union Local 1021 Memorandum Of Understanding (SEIU MOU) and our Employee Benefits Directory.

    This recruitment is being conducted to fill a Senior Retirement Benefits Specialist position in the Sonoma County Employee Retirement Association (SCERA). This employment list may also be used to fill future full-time, part-time, or extra-help (temporary) positions as they occur during the active status of the list. Qualified County employees who wish to be considered for future positions should consider applying to this recruitment.

    Application submissions require the Supplemental Questionnaire to be completed.

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