Hybrid Retirement Service Rep III - Oakland

University of California Office of the President; Oakland (CA); Hybrid; USD 56,000 - 62,000; Full time

Benefits offered by this job

Benefits package

Job summary

University of California Office of the President is hiring a Retirement Service Center Customer Service Representative 3 in Oakland. The CSR3 will handle complex inquiries about retirement benefits, survivor and health plans, and ensure accurate information delivery.

The role emphasizes teamwork, process improvement, and high-quality service in a hybrid work setting. The position requires strong written and verbal communication, at least 3 years of customer service and case management

Qualifications

• Minimum 3 years of quality customer service experience (written, phone or in person).
• Minimum 3 years of Case Management experience.
• Minimum 1 year Pension Administration Customer Support experience.

Responsibilities

• Provide timely, accurate information and guidance to internal and external customers via phone and written channels regarding UC Retirement Plan benefits.
• Process benefit applications to ensure timely payment and monitor case progression.
• Conduct quality assurance evaluations and ensure adherence to UC/RASC policies and procedures.
• Support Survivor Intake team and leadership with data analysis and training.
• Collaborate to improve processes and drive operational excellence while ensuring compliance with plan policies.
• Provide staff development support through cross-training and mentoring.

Skills

Customer service

Written communication

Phone support

Problem solving

MS Office

Teamwork

Adaptability

Education

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

University of California Office of the President is hiring a Retirement Service Center Customer Service Representative 3 in Oakland. The CSR3 will handle complex inquiries about retirement benefits, survivor and health plans, and ensure accurate information delivery.

The role emphasizes teamwork, process improvement, and high-quality service in a hybrid work setting. The position requires strong written and verbal communication, at least 3 years of customer service and case management