Orange County

Sr. Retirement Program Specialist

SALARY

$24.54 - $32.82 Hourly

$1,963.20 - $2,625.60 Biweekly

$4,253.60 - $5,688.80 Monthly

$51,043.20 - $68,265.60 Annually

LOCATION

CA, CA

JOB TYPE

Full-Time Regular

JOB NUMBER

0863GE-0418-157-(AP)

DEPARTMENT-XX

OCERS

OPENING DATE

04/13/2018

FLSA

Exempt

BARGAINING UNIT

N/A

SALARY

$24.54 - $32.82 Hourly

$1,963.20 - $2,625.60 Biweekly

$4,253.60 - $5,688.80 Monthly

$51,043.20 - $68,265.60 Annually

LOCATION

CA, CA

JOB TYPE

Full-Time Regular

JOB NUMBER

0863GE-0418-157-(AP)

DEPARTMENT-XX

OCERS

OPENING DATE

04/13/2018

FLSA

Exempt

BARGAINING UNIT

N/A

Orange County Header- 26Dec24

Description



SR. RETIREMENT PROGRAM SPECIALIST

AGENCY PROMOTIONAL
 
This recruitment is an agency promotional recruitment; online applications will be accepted on a continuous basis until the needs of the Orange County Employees Retirement System are met.

ONLY current Orange County Employees Retirement System (OCERS) employees may apply.

What does the Orange County Employees Retirement System (OCERS) do?
OCERS provides retirement, death, disability, and cost-of living benefits to employees of the County of Orange and certain County districts. OCERS is governed by a nine-member Board of Retirement that is responsible for managing a 15 billion dollar fund.  
 
THE OPPORTUNITY

OCERS is seeking a Senior Retirement Program Specialist which is the highest level in this series and is responsible for providing responsive, high quality service to retirement system members, representatives of outside agencies and members of the public by providing accurate, complete and up-to-date information in a courteous, efficient and timely manner. This position is responsible for facilitating presentations in front of various groups and organizations, reviewing and processing the most complex inquires and claims in accordance with the County Employees Retirement Law of 1937, and other applicable state and federal laws relating to retirement. This position may act as a lead within the Member Services staff, and assist with planning organizing special projects to meet division goals

THE IDEAL CANDIDATE
Ideal candidate will have extensive experience in all the key competencies noted below.

Retirement Customer Service Expertise
Demonstrated Experience:
  • Effectively analyzes problems and readily commits to action and develops responses that increase productivity and effectiveness
  • Identifies opportunities for continues improvements, and integrates new approaches in solving problems
  • Understands, anticipates and meets the needs of OCERS members and external customers
  • Solicits feedback and translates the voice of OCERS members into business improvements

Analysis/Problem Resolution/Results Oriented
Demonstrated Experience:
  • Reflects proficiency on current computer systems/programs, which holds and manages pertinent information, creates documents, spreadsheets and maintains calendars
  • Performs complex record keeping
  • Detailed oriented with a high level of accuracy
  • Produces reports using various software programs
  • Maintains a high level of confidentiality
  • Works independently

Technical/Computer/Office Skills
Demonstrated Experience:
  • Reflects proficiency on current computer systems/programs, which holds and manages pertinent information, creates documents, spreadsheets and maintains calendars
  • Performs complex record keeping
  • Detailed oriented with a high level of accuracy
  • Produces reports using various software programs

MINIMUM QUALIFICATIONS:

Four years of experience which demonstrates the application of the knowledge and abilities listed below; two years of which must be technical level experience in a retirement, insurance, or government benefit program, or in a personnel system which involves retirement benefit experience. College level education or training related to such work may be substituted for up to one year of the required experience at the rate of three semester units equaling one month experience and one hour of training equaling one hour of experience. College level education beyond the bachelor degree which is directly related to the position may be substituted for up to an additional year of required experience at the rate of three semester units equaling one month of experience. Certification as an Employee Benefits Specialist (CEBS) may be substituted for up to an additional year of the required experience.
Please click here to view the minimum qualifications and education substitution criteria.

DESIRABLE QUALIFICATIONS:

The Ideal Candidate will possess intermediate to advanced computer skills in Word, Excel, Outlook, and Access. Establish and maintain cooperative working relationships with peers, supervisors, managers, government officials, and the public. Think logically and organize thoughts and work priorities to accomplish work efficiently and in a timely manner. The successful candidate must be able to work independently, and possess excellent oral and written communication skills. The ideal candidate must be comfortable acting in a leadership role and must be highly organized, detail oriented and handle multiple and competing tasks and deadlines.

KNOWLEDGE OF:

Retirement, benefit, insurance or personnel practices and procedures; data base management systems; communication techniques required for transmitting information including conducting interviews, directing group discussions, preparation of oral and written reports; federal and state laws and regulations that impact the retirement system and retirement benefits.  

ABILITY TO:

Understand, interpret and apply laws, statutes, rules and regulations pertaining to the retirement benefits system; communicate clearly and effectively at all organizational levels and in situations requiring tact and sensitivity; prepare and present effective oral and written communications with a variety of agencies and individuals; prepare and present seminars involving public speaking; plan and organize a multi-faceted workload, and coordinate activities with appropriate staff and department sections. Provide technical training and support to others within the department and have the ability to remain calm in stressful situations.
 
SELECTION PROCEDURE

OCERS will screen all application materials to identify qualified candidates. After screening, qualified candidates will be referred to the next step and notified of all further procedures applicable to their status in the competition.

Application packets must emphasize all the areas in which you have demonstrated experience and documented accomplishments in the specific competencies related to the position, as they will be screened to identify the most qualified candidates. Responses to the requested supplemental questions are required as part of your application packet.

Based on OCERS' needs, the selection procedures listed below may be modified. All candidates will be notified of any changes in the selection process.

Application Appraisal Screening | Application Review (Refer/Non-Refer)
Applications will be screened for those qualifications most needed to perform the duties of the job. This is a competitive process; therefore, be thorough in your responses. Those candidates considered to have the best qualifications will be referred to the next step, the Application Appraisal Panel/Application Rating.

Application Appraisal Panel | Application Rating (Refer/Non-Refer)
An Application Appraisal Panel (AAP) of job knowledge experts will thoroughly screen and evaluate all application materials for job knowledge, competencies, and related education and experience as described above. Clarity of expression, grammar, spelling and ability to follow instructions will be considered in the evaluation process. The more qualified candidates will be referred to the next step. This is a competitive process; therefore, be thorough in aligning your education and work experience to the competencies and qualifications listed in this bulletin.

Qualifications Appraisal Panel | Oral Interview (Weighted 100%)
A Qualification Appraisal Panel of job knowledge experts will interview and evaluate each candidate's responses to a series of structures questions designed to elicit the candidates' qualifications for the job. Candidate's responses to the structured questions should be thorough, detailed and complete. Only the most successful candidates will be placed on the eligible list.

ELIGIBLE LIST

After all the selection procedures have been completed, OCERS Human Resources department will establish an eligible list of qualified candidates for the OCERS location ONLY.

HOW TO APPLY
 
  • Only on-line applications with the completed supplemental questions will be accepted
  • E-mail is the primary form of notification during the recruitment process. Please ensure your correct email address is on your application and only use one email account
  • Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above
  • It is recommended that you record and print your confirmation page, as this verifies receipt of your on-line application
  • You may apply on-line at the County of Orange Website: http://www.oc.ca.gov
  • For specific information pertaining to this recruitment please contact Karisa Murrietta at (714) 569-4808 or e-mail kmurrietta@ocers.org. Do not submit resume to this email address as it will not be considered in lieu of the required application process

Duties

APPLICATION AND SUPPLEMENTAL QUESTIONS:

Apply online by clicking the "Apply" link above. Only online applications with completed supplemental questions, if applicable, will be accepted and evaluated unless otherwise specified.

Your application should highlight all of the experience, education and training you possess, matching this with the specific qualifications and competencies listed on the job announcement. All required information submitted will be evaluated in order to identify the most qualified candidates. Application and supplemental information must be current, clear, succinct and related to the requirements in this job announcement. You may only apply once. Duplicate and incomplete applications will be disqualified.

You are required to provide a full and complete response to each supplemental question. The information you provide may be used as a rating device, so please be detailed in your response. Failure to do so may result in a lower rating or "disqualification." Remember, this is a competitive recruitment and only the most qualified, will be referred further in the competition.

Clarity of expression, grammar, spelling and your ability to follow instructions may also be considered in the evaluation process.

NOTE: Responses of "See Resume" or copy and paste of work experience are not a qualifying response and will not be evaluated or rated. Resumes will not be accepted in lieu of the application and any supplemental questions. If you have no experience, write "no experience" for the appropriate question.

For detailed information on how to apply, click here.

EMAIL NOTIFICATION:

Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.

NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.

Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam/junk folders, and/or accept emails ending with "governmentjobs.com" and "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.

BACKGROUND VERIFICATION/SANCTION SCREENING:

All employment offers are contingent upon successful completion of a background check consisting of employment history, professional references, conviction history, criminal check and educational verification (i.e., degree, license, and/or official transcript).

Foreign degrees require an evaluation for U.S. equivalency by an agency that is a member of the National Association of Credentials Evaluation Services (NACES). Education information provided is subject to verification. Individuals hired by the County of Orange through this recruitment may be required to provide an official copy of diploma, college transcripts or official evaluation of foreign degree for U.S. equivalency within two weeks following the employment start date.

Candidates will be required to pass the background check to the satisfaction of the hiring Agency/Department. All applicants will also be required to answer a conviction questionnaire as part of the recruitment process. A clean driving record may be required while employed in this classification (see minimum qualifications and classification description for required license).

ADA/TESTING AND ASSESSMENT ACCOMMODATIONS:

The County of Orange is committed to providing a means for applicants who may have a disability to identify areas, tests or other assessments in which they may request a reasonable accommodation. Candidates are encouraged to contact the recruiter listed for any questions or to request an accommodation during the testing/selection process.

To request a reasonable accommodation for any or all of the selection process components, please notify the recruiter immediately so appropriate accommodations may be made prior to the date of the selection component.

BENEFITS:

The County offers a competitive benefits package which includes a choice of several health plans, annual leave (includes paid vacation) and paid holidays. Additionally, the County provides a retirement plan, which has reciprocity with the Public Employees Retirement System (PERS). Participation in a deferred compensation plan is available. The County also offers $3,000 annual Educational and Professional Reimbursement.

For detailed information on benefits, click here.

For detailed information on OCERS retirement, click here.

FREQUENTLY ASKED QUESTIONS:

Click here for additional Frequently Asked Questions.

Qualifications


Orange County, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.

Benefits

Non-Management Benefits

In addition to the County's standard suite of benefits, such as a variety of health plan options, annual leave and paid holidays--we also offer an excellent array of benefits such as a Health Care Reimbursement Account, 457 Defined Contribution Plan and Annual Education and Professional Reimbursement. Employees are provided a Retirement Plan through the Orange County Employees Retirement System (OCERS).


Please go to the following link to find out more about Defined Benefit Pensions and OCERS Plan Types/Benefits.

http://www.ocers.org/member_active/county_intro.htm


Click here for Benefits Summary Information.

Employer
Orange County
Employer
Orange County
Sr. Retirement Program Specialist Supplemental Questionnaire
* QUESTION 1
You are required to provide full and complete responses to the supplemental questions. The information you provide will be used as a rating device, so please be descriptive in your response. Incomplete information will result in a lower rating. Supplemental questions are designed to help you present your qualifications for this position and will be rated based on the information that you supply. Please provide concise, descriptive and detailed information and highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications and abilities for each question. Resumes will not be accepted in lieu of completing the supplemental questions. By selecting yes below, you acknowledge that you have read and understand this application requirement.


* QUESTION 2
Are you currently an employee of the Orange County Employees Retirement System (OCERS)?


* QUESTION 3
Describe your experience and education auditing the work of others, training and mentoring others.
* QUESTION 4
Please give some examples of areas where you have demonstrated the ability to be an effective leader of a team. What did you do and what resulted from your actions?
* QUESTION 5
Describe your experience with interpreting complex statutes, regulations, laws, policies and procedures.
* QUESTION 6
Do you have public speaking experience with preparing and presenting complex and technical information and conducting interviews?


* QUESTION 7
If you answered "Yes" to question 6, please describe your public speaking experience with preparing and presenting complex and technical information and conducting interviews. If you answered "No", please type N/A.
* Required Question