Member Services Manager

  • Orange County, CA
  • , California
  • Jul 25, 2024
Full Time Administration and Management
  • Salary: $109,100.00 - $169,105.00 Annually USD

Job Description

CAREER DESCRIPTION

Member Services Manager

ONLY THE FIRST 100 APPLICATIONS WILL BE ACCEPTED.

DESCRIPTION

The Orange County Employees Retirement System (OCERS) is now accepting online applications for the Member Services Manager recruitment. This recruitment is open to the public and will remain open until the Member Services Manager vacancy is filled. Applications will be accepted on a continuous basis until the needs of OCERS have been met. Interested applicants are encouraged to apply immediately.

WHO WE ARE

Established in 1945, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability, and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 53,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $23 billion dollar fund. For more information about OCERS, please click here .

Mission:
OCERS mission is to provide secure retirement and disability benefits with the highest standards of excellence.

Vision:
OCERS vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship.

Values:

  • Open and Transparent
  • Commitment to Superior Service
  • Engaged and Dedicated Workforce
  • Reliable and Accurate
  • Secure and Sustainable


THE OPPORTUNITY

Under general direction, the Member Services Manager will provide support to the Member Services Director. This position will manage the work schedules of team members, counsel team members, complete team member evaluations, develop team members, and manage special projects.

The Member Services Manager position reports directly to the Member Services Director and is expected to uphold the highest standards of integrity and professionalism, accountability, participating employer focus, and system efficiency. The Member Services Manager is responsible for supervising the activities of assigned professional and technical benefits staff.

Ideal Candidate:

The ideal candidate will possess the abilities listed below:
  • Provides 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
  • Ensures that the County Employees Retirement Law of 1937, Federal and State statutes, and OCERS policies are followed in the administration of the benefit programs
  • Responsible for the overall development, training, and evaluation of OCERS' team members, including but not limited to the development of training resources, performing process improvement projects, and tracking, evaluating, and reporting on individual and team accuracy
  • Participates in hiring decisions, disciplinary actions, performance evaluations, and other personnel activities
  • Manages the Member Services staff by planning, coordinating, prioritizing, and monitoring staff activities
  • Monitors the work activities of staff to ensure safe and efficient work practices that are focused on quality and OCERS' 100% accuracy goals
  • Develops schedules and methods for performing division assignments
  • Performs other specialized duties as assigned related to the overall management of the benefits division


MINIMUM QUALIFICATIONS

Education and/or Experience:

A Bachelor’s Degree from an accredited college or university in Public or Business Administration, Accounting, or Human Resources Management and a minimum of two (2) years experience supervising staff.

OR

Four (4) years of experience at a technical level in a defined benefit pension system with experience performing complex benefit calculations and a minimum of two (2) years experience supervising staff in a unionized environment.

Special Notes, Licenses, or Requirements:
  • A valid California Class C driver’s license or the ability to arrange necessary and timely transportation for field travel
  • May be required to use a personal vehicle
  • A complete background investigation is required; a felony or misdemeanor conviction may be a disqualifying factor from employment

Highly Desirable:
  • Paralegal certification, Worker’s Compensation Claims Professional certification, and/or Certified Employee Benefits Specialist (CEBS)
  • In-depth knowledge of the Data Transmittal process used by Employers to regularly transmit payroll data to OCERS
  • Experience actively engaging with Employers to ensure complete, accurate, and timely data is transmitted to OCERS for determining members’ eligibility to benefits

Please click here for details on this classification.

KNOWLEDGE/SKILLS/ABILTIES

The following lists the knowledge, skills, and abilities necessary to perform the essential duties of the position.

Knowledge of:
  • Extensive knowledge of the 1937 County Employees Retirement Law and current regulations and statutes as it relates to disability and service retirements, divorce, and death benefits
  • County policies and procedures including Civil Service Rules, the Compensation Ordinance, hiring, purchasing, grievance, and disciplinary procedures
  • Supervision and training principles, practices, and techniques
  • Defined benefit retirement plans and other types of pension plans
  • Telephone, office, and online etiquette
  • Customer service objectives and strategies
  • Basic techniques for report writing
  • Methods and techniques of supervision, training, and motivation
  • Methods and techniques for record-keeping
  • Computer applications and hardware related to the performance of the essential functions of the job

Skills/Ability to:
  • Establish and maintain professional relationships with retirement system members, Participating Employers, OCERS staff, officials, and the public
  • Communicate effectively in English both orally and in writing with a variety of individuals representing diverse cultures and backgrounds
  • Maintain a professional demeanor in volatile situations which require a high degree of sensitivity, tact, and diplomacy
  • Manage, coordinate, and plan the day-to-day operations of OCERS' Member Services division
  • Understand and interpret laws, policies, and ordinances
  • Calculate and prepare mathematical data relative to payroll, retirement benefits, and reports
  • Supervise, train, coordinate, and evaluate employees
  • Perform job functions independently and in an ethical and objective manner
  • Exercise appropriate judgment in answering questions and releasing information
  • Demonstrate strict confidentiality, professionalism, integrity, and compliance with applicable laws and regulations at all times
  • Office software systems typically used by the OCERS' member services team


PHYSICAL, MENTAL, AND ENVIRONMENTAL CONDITIONS

The following is a description of the physical and mental abilities that are customarily required to perform the essential job functions of this position.

Physical and Mental Requirements:
  • Speak and hear well enough to communicate in English clearly and understandably in person, over the telephone, and in small groups
  • Manual dexterity sufficient to use hands, arms, and shoulders repetitively to operate a telephone, keyboard, write and use a calculator
  • Mental stamina to interact professionally with members of the Board of Retirement, Participating Employers, peers, and retirement system members
  • Vision sufficient to read fine print and a computer monitor
  • Independent body mobility, agility, and stamina to stand, walk, stoop, bend, and twist to access a standard office environment
  • Ability to sit for prolonged periods of time
  • Body strength sufficient to lift up to 15 pounds and carry files

Environmental Conditions:
  • The primary work place is in an office environment, working with standard office equipment
  • Peripheral office equipment generates a quiet to moderate noise level
  • Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups, and the general public in the development and coordination of OCERS affairs
  • Out of area travel may be required to attend professional conferences and meetings


BENEFITS

OCERS offers a competitive benefits package that includes a choice of several health plans, annual leave, and paid holidays. Additionally, OCERS has a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual $10,000 Educational and Professional Reimbursement, a $3,500 taxable optional benefit plan, and a flexible/hybrid work schedule.

RECRUITMENT PROCEDURE
OCERS Human Resources Department will screen all applications and supplemental responses to identify qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Application Rating (AAP):
(Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the duties of the job. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.

Spark Hire Interview:

Referred candidates will complete a one-way pre-screening interview on the Spark Hire video interview platform. In this process, candidates will record their responses to a set of structured questions. Subject matter experts will then evaluate these video interviews to determine if candidates qualify for the next phase of the selection process.

Qualifications Appraisal Panel (QAP):
(Weighted 100%) Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.Based on OCERS' needs and the number of applications received, the selection procedures listed above may be modified and all affected candidates will be notified.

ADDITIONAL INFORMATION

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 e-mail address is on your application and only use one e-mail 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 or print your confirmation page, as this verifies receipt of your on-line application.

You may apply on-line at OCERS website: https://www.ocers.org/careers-ocers

For specific information pertaining to this recruitment please contact Sarah Abrahamson at (714) 569-4818 or email sabrahamson@ocers.org. Do not submit resumes to this email address as they will not be considered in lieu of the required application process.

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 .

F R EQUENTLY ASKED QUESTIONS

Click here for additional Frequently Asked Questions.

EEO INFORMATION

OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply.

Administrative Management *
In addition to the County's standard suite of benefits -- such as a variety of health plan options, sick and vacation time and paid holidays -- we also offer an excellent array of benefits such as:
  • Retirement: Benefits are provided 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/active-member-information .
  • Paid Leave: Twelve holidays per year plus sick and vacation time
  • Health & Dependent Care Reimbursement Accounts
  • Dental Insurance: County pays 100% of employee and dependent premiums
  • Paid Life Insurance: $100,000 life insurance policy
  • Paid Accidental & Death and Dismemberment Insurance: $100,000 AD&D insurance policy
  • Paid Short & Long Term Disability insurance programs
  • 457 Defined Contribution Program


*Effective 07/01/20, management employees who are sworn Public Safety Managers receive health insurance benefits through the AOCDS Medical Benefit Plans.

Click here for information about benefits offered to County of Orange employees.

Job Address

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