Monterey County RISK & BENEFITS ANALYST

Size: px
Start display at page:

Download "Monterey County RISK & BENEFITS ANALYST"

Transcription

1 Monterey County 14B61 RISK & BENEFITS ANALYST DEFINITION Under direction, performs professional and paraprofessional level risk management and employee benefit generalist work and analyses in support of the various programs within the Employee Benefit and Risk Management Section of the County Administration Office, including employee benefits, loss prevention and safety, risk management; and performs other work as required. DISTINGUISHING CHARACTERISTICS This is the first working professional level in the Risk & Benefit Analyst series. Incumbents learn and perform a full range of increasingly difficult, complex duties with minimal supervision. Incumbents are expected to take on program level responsibility as knowledge and skill develop through work experience. This class is distinguished from the next higher level class of Associate Risk & Benefit Analyst in that the latter is the advanced working level class in the series wherein incumbents are expected to be able to perform varied and complex assignments, including program level responsibilities, independently under general direction and without detailed guidance or instructions. This class is distinguished from the next lower level class of Risk & Benefits Specialist in that the latter works with the guidance of professional staff in the performance of technical and para-professional level tasks within an established framework of policy and procedures as well as a defined and limited scope of responsibility. The Risk & Benefit Analyst is the first full working professional level class in the Risk & Benefit Analyst series which includes Risk & Benefit Specialist, Risk & Benefit Analyst, Associate Risk & Benefit Analyst and Senior Risk & Benefit Analyst. Successful incumbents may be promoted up to Senior Risk & Benefit Analyst subject to the flexible staffing policy. EXAMPLES OF DUTIES 1. Assists in the planning, development, implementation and maintenance of employee benefit, loss prevention, safety and/or risk management programs; independently administers less complex programs 2. Plans and conducts studies of employee benefit and risk management programs to determine their effectiveness; makes recommendations concerning program modifications in order to assure the most efficient, cost-effective employee benefit and risk management services and programs

2 3. Evaluates unusual and difficult issues and challenges concerning employee benefit and risk management programs and processes; develops, recommends and implements solutions 4. Gathers, organizes, analyzes and summarizes a variety of statistical and demographic data; conducts surveys and feasibility studies; performs external studies and comparisons with other agency programs 5. Coordinates employee benefit and risk management program administration with vendors, third party administrators, insurers and other County department staff; 6. Composes employee benefit and risk management program policies and procedures; determines appropriate language for program booklets, binders, policies and summary plan descriptions; writes employee benefit and risk management material and publicizes new or revised employee benefit and/or risk management program materials to departments and employees; writes clear, comprehensive correspondence, reports, announcements, training materials, newsletters, and employee notifications on a wide variety of technical and professional material relative to employee benefits and risk management 7. Advises Risk & Benefits Specialist, insurance carriers and/or third party administrators of potential issues and action required to solve problems; assists in vendor negotiations for administration of employee benefit programs, insurance contracts and agreements; oversees vendor, third party administrator and insurer contract performance 8. Reviews and analyzes employee benefit and insurance programs, contracts/policies provisions, usage and trends and recommends changes to improve or restructure employee benefit and/or risk management programs including contract administration and to resolve complex and difficult policy and program problems. 9. Monitors self-funded and contracted employee benefit and risk management program usage, trends, expenditures, claims administration, and the application of stop loss or excess insurance contract provisions 10. Gathers, inputs, accesses and analyzes employee benefit and risk management program related data using a computer; prepares correspondence and reports; conducts special studies and projects; makes policy and program recommendations 11. May supervise other subordinate staff in the office that provide related support services 2

3 12. Meets and consults with employees and department management concerning the application of employee benefit and risk management programs at the department level and makes recommendations 13. Assesses departmental training needs and develops and delivers training programs for departmental staff on employee benefit and risk management issues; counsels employees and staff concerning all areas of employee benefits and risk management 14. Reviews and evaluates the impact of current or pending legislation and other data pertaining to public employee benefit program and risk management and makes recommendations 15. May participate, in an advisory capacity, in employee contract negotiations and assist in gathering and analyzing data relative to employee benefit items discussed during negotiations 16. Interprets for employees and managers, the application of rules, regulations, policies and procedures related to employee benefit and risk management programs; provides professional level expertise on employee benefit and risk management issues; responds to internal and external inquiries related to employee benefits and risk management 17. Makes presentations to employees, departmental management, the Board of Supervisors and others concerning employee benefit and risk management programs QUALIFICATIONS A combination of experience, education, and/or training which substantially demonstrates the following knowledges and skills: Knowledges and skills: Working knowledge of: 1. General terminology, nomenclature and common concepts utilized in the administration of employee benefit and/or risk management programs 2. General office procedures, methods and practices 2. Functional responsibilities of employee benefit and/or risk management programs 3. Research methodology, data collection and sampling techniques; statistical techniques and their applications 3

4 4. Personal computer operation including Windows and the Microsoft suite Some knowledge of: 1. Specific subject matter program areas and practices within an area of specialization such as health insurance, disability, retirement, workers compensation, property insurance, liability insurance, etc. 2. Federal, state and local legislation pertaining to employee benefit and risk management programs 3. Public sector budget and accounting practices and cost projection methods 4. Project management techniques and processes 5. Public sector procurement process requirements 6. Contract development and administration 7. Principles and practices of public administration Skill and Ability to: 1. Operate a personal computer in a Windows environment; utilize word processing, spreadsheet and data base software 2. Analyze data and statistical issues; draw sound conclusions and make effective recommendations. 3. Recognize areas of concern; analyze information, situations and problems, consider options, formulate strategies and select alternatives to arrive at logical conclusions; project consequences of proposed actions; negotiate mutually satisfactory solutions to problems and explain and support effective recommendations. 4. Analyze, collect, interpret and evaluate a variety of complex qualitative and quantitative data; compute cost/benefit ratios; project costs 5. Develop and produce or present clear, concise and descriptive written and oral reports, correspondence, and other communicative materials. 6. Manage a variety of simultaneous work projects to meet established timetables and commitments. 4

5 7. Understand, interpret, explain and apply federal, State, and local legislation regarding employee benefit and risk management programs 8. Demonstrate the County values, provide excellent and courteous customer service and establish and maintain effective working relationships. 9. Communicate orally, including presentation of findings, recommendations and policies before public officials, employee representatives, supervisors and managers, in order to share information and/or gain concurrence and cooperation through discussion and persuasion 10. Plan, organize and coordinate research and statistical work 11. Understand, interpret and apply appropriate provisions of applicable laws, ordinances, rules, regulations, memoranda of understanding and operating procedure 12. Exercise independent judgement and initiative 13. Recognize and resolve problems of a sensitive or political nature 14. Read, interpret and understand complex benefit and risk insurance policies and administrative contracts 15. Establish and maintain effective working relationships with others including County officials and managers, insurers, consultants, employee representatives, employees and the public EXAMPLES OF EXPERIENCE AND TRAINING The knowledges and skills listed above may be acquired through various types of education, training or experience. Although a degree is not required, a typical way to acquire the required knowledges, skills and abilities is listed below: Education: Bacheloreate degree from an accredited college or university in Human Resources, Public or Business Administration, Industrial Relations or a closely related field. Experience: Two years of increasingly responsible experience performing para-professional and technical level employee benefit and/or risk management services. REQUIRED CONDITIONS OF EMPLOYMENT 5

6 2. Risk & Benefit Analyst As a condition of employmenthe incumbent will be required to: 1 Be willing and able to work flexible hours, evenings and weekends as needed Possess valid California class C drivers license (or equivalent) or the employee must be able to provide suitable transportation, which is approved by the appointing authority. PHYSICAL AND SENSORY REOUIREMENTS The physical and sensory abilities required for this classification include 1 Personal mobility to attend meetings and work in various office locations 2. Ability to work at desk and/or computer, or attend meetings for extended periods of time. 3. Finger and manual dexterity in order to operate a computer keyboard 4. Ability to stoop, reach and bend to access files and lift and carry items up to 20 pounds. 5. Ability to use a dolly to transport boxed materials for training and/or presentations from office to vehicle 6. See well enough to read documents and data on computer screens 7. Communicate verbally to employees and the public. 8. Hear oral communications, both in person and on the phone. CLASS mstory Class Code: Established Date: Revised: 14B61 Feb Bargaining Unit: EEO Category: WorkGroup: x P 03 Approved by: SF 2/12/01,Lao Date ~/-1/Cj L 04. 6