Benefits Analyst

Insight Global; Oakland (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

The UC Retirement Administration Service Center seeks a Benefits Analyst 2 to support processing of retirement and pension applications, ensuring compliance with policies and procedures. This role assists members with general inquiries, reviews documentation for completeness, and works under supervision to maintain data integrity.

Key responsibilities include payroll research, applying regulations, managing a high-volume caseload, documenting findings, and providing regular status updates while

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong understanding of ERISA, IRS, UC policies.

Responsibilities

• Conduct in-depth payroll research and analyze historical payroll records and financial data.
• Interpret and apply policies and regulations to resolve cases accurately.
• Manage and prioritize a high-volume caseload with timely follow-ups; document findings clearly.

Skills

Retirement benefits administration

Policy interpretation

Data analysis

Communication & counseling

Cross-functional collaboration

Excel

Salesforce

Case management tools

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Minimum 3 years of experience in Benefits, Pension Plans, or other relevant roles. Bachelor's degree in related area and/or equivalent experience/training.

Skills & Abilities:

• 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).
• Skilled in analyzing data and trends to support strategic decision-making and improve program effectiveness.
• Excellent communication and counseling skills, with the ability to explain complex benefits information clearly to diverse audiences.
• Proven ability to manage multiple priorities and collaborate cross-functionally in a fast-paced, service-oriented environment.
• Moderate proficiency in Microsoft Excel and Microsoft Office Suite
• Familiarity with Salesforce or similar CRM systems
• Experience with case management/documentation tools (e.g., Redwood or similar platforms)

Job Description

Department Overview:

The Retirement Administration Service Center (RASC) counsel's members of the University as they transition into retirement and provide long-term pension and retirement health benefits support.

Position Summary:

The Benefits Analyst 2 provides support in the processing of retirement and pension applications, ensuring compliance with policies and procedures. This role involves assisting members with general inquiries, reviewing documentation for completeness, and working under the guidance of senior analysts. The Benefits Analyst 2 contributes to data integrity and participates in training to build knowledge in UC retirement services.

Key Responsibilities

• Conduct in-depth payroll research, including analysis of historical payroll records and financial data
• Interpret and apply policies and regulations to resolve cases accurately
• Manage and prioritize a high-volume caseload with timely follow-ups
• Document case findings clearly and consistently
• Provide regular status updates and ensure timely, accurate communication
• Collaborate with cross-functional stakeholders, including campus partners