California School Employees Association ยท 15 hours ago
Member Benefits Analyst
San Jose HQ - San Jose, CA 95131
Full-time
Onsite
Mid Level
$103K/yr - $127K/yr
3+ years expCalifornia School Employees Association is seeking a Member Benefits Analyst to perform a variety of professional duties requiring expertise in planning and coordinating member benefits programs. The role involves developing policies, negotiating with vendors, and marketing member benefits to enhance service delivery.
AssociationCommunitiesEmployment
Responsibilities
Actively pursue opportunities for, and assist in the development of, new policies, procedures and organizational areas with respect to major economic benefits or services for Association members in any areas of insurance protection, retirement, recreational discounts, scholarships, Humanitarian, immigration or any other benefit programs adopted by CSEA
Negotiate with recreational vendors or benefit providers offering services, programs or discounts to CSEA members statewide, insurance companies, and group health carriers; conduct effective carrier/broker negotiations and placement of approved member supplemental insurance coverage, renewals, investigation/reporting on status of coverage/claims; develop and implement contracts and agreements with vendors and insurance carriers
Develop marketing and promotions for member benefits and services including member insurance and retirement programs; plan, prepare and issue bulletins, brochures, guides, new publications and other promotional and informational material; develop new publications to improve efficiency and effectiveness for special services, insurance and retirement programs for members
Plan and prepare annual directory of member benefits; coordinate advertising and directory updates, cover design, page layout and stories
Design and review all CSEA sponsored insurance plan documents and summary plan descriptions for ERISA compliance
Establish and maintain Association presence with the Public Employees Retirement System Board and staff; attend meetings
Represent members and retirees concerns to field staff, legal staff, legislators, health and welfare organizations and appropriate agencies; establish and maintain pro-active external contact with major executives, officials and regulatory representatives
Generate effective and innovative ideas and creative solutions in developing and maintaining high utilization of member benefit programs and services; develop and provide training programs for members and staff on available Member Benefits & Services programs to increase awareness, participation and utilization
Plan and conduct workshops for CSEA management, field staff, trustees, school employers and members on supplemental insurance, member services and retirement to increase member knowledge and understanding
Develop agenda items for submission to the Board of Directors for special services, retiree councils, retirement committee, member benefits committee, health care coalitions, and any other committee assigned to the Member Benefits department
Participate on a variety of boards; attend and participate in professional group meetings
Coordinate activities of the Member Benefits and Retirement Committees, the Pre-Retirement Resource Committee and the Retiree Unit and any other committee assigned to the Member Benefits Department; implement their policies; prepare language for conference resolution requests; research retirement resolutions for committee recommendations to conference delegates
Coordinate retiree unit executive board; carry out mandate of conference delegates to create active statewide retiree program; develop program plan; develop and monitor board's budget; approve expense reports
Participate in conferences, symposiums, and trainings as assigned
Participate in research, analyze and recommend all CSEA benefits and programs
Stay abreast of new trends, innovations and current events in health benefits, insurance and retirement, legislation, government codes, laws and regulations pertaining to medical insurance, retirement, pension fund investments, social security and medicare related programs
Respond to and resolve difficult and sensitive inquiries and complaints; resolve complaints regarding discounts, member insurance plans, employee benefit plans, and retirement issues; counsel and assist members and retirees in interpreting PERS and social security laws
Assume active role in PERS Board elections; participate in strategic planning and implementation of election plans to elect CSEA sponsored candidates to these positions
Coordinate meeting plans for pre-retirement seminars and retiree unit district meetings statewide; recruit speakers
Consult with Director, Benefits & Services as required on Association Benefits & Services matters; keep Director, Benefits & Services informed of the overall performance and results for the Association's Benefits & Services activities and matters of particular interest and importance
Assist with any assignments related to Annual Conference on a wide scale as assigned
Perform related duties and responsibilities as required
Qualification
Required
Three years of increasingly responsible experience in the field of public relations, communications, marketing, or benefits administration or a related field including experience in public pension plans, Social Security and Medicare
Equivalent to a Bachelors degree from an accredited college or university with major course work in public relations, advertising, Certified Employee Benefit Specialist, business administration, or related field
Operational characteristics, services and activities of a member benefits & services program
Organizational and management practices as applied to the analysis and evaluation of programs
Modern and complex principles and practices of program development and administration
Principles and practices of budget preparation and administration
Pertinent Federal, State, and local laws, codes and regulations including public retirement, Social Security, and Medicare legislation
Principles of accounting and financing of retirement and health and welfare benefits
Current and pending legislation and court decisions relating to the rights and obligations of Association members, leaders and staff
Principles and practices of public relations, advertising, merchandising, and promotion
Principles and practices of graphic layout and design
Insurance principles and practices including coverage requirements
Member retirement plan operation including eligibility requirements and funding
English usage, style, vocabulary and syntax
Principles, procedures, and techniques of research and investigation
Principles and practices of negotiation
Principles of mathematical and statistical computations
Identify and respond to Board of Directors, Executive Director, and members issues, concerns and needs
Develop, implement and administer goals, objectives, and procedures for providing effective and efficient member benefits and services
Demonstrate initiative, creativity and exercise independent judgment in the performance of duties
Remain calm and think clearly under pressure
Prepare and administer budgets; allocate limited resources in a cost effective manner
Analyze problems, identify alternative solutions, project consequences of proposed actions and implement recommendations in support of goals
Research, analyze, and evaluate data relating to various methods, procedures and techniques
Apply knowledge of public relations, advertising, merchandising and promotion effectively in the development of publications and advertising programs
Prepare clear and concise reports
Interpret and apply Federal, State and local policies, procedures, laws and regulations
Coordinate state membership committees
Analyze insurance requirements of members and negotiate for best coverage and cost
Develop and communicate Association health and welfare objectives to other organizations and firms
Present, represent and interpret retirement, Social Security, and Medicare regulations, as well as Association policy, procedures, and programs to the membership and staff
Communicate clearly and concisely, both orally and in writing
Establish and maintain effective working relationships with those contacted in the course of work
Benefits
19 paid holidays
3 weeks vacation
Medical benefits for you and your family
Life insurance coverage
Pension plan
Company
California School Employees Association
The California School Employees Association is the largest classified school employees union in the United States, representing more than 250,000 school support staff throughout California.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Harold DeGuzman, CPA
Chief Financial Officer
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