County of Monterey SENIOR RISK & BENEFITS ANALYST

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1 County of Monterey SENIOR RISK & BENEFITS ANALYST 14B63 DEFINITION Under direction, coordinates, plans, organizes and directs professional and technical level work and analyses in the administration of various programs within the Employee Benefits and Risk Management Section of the Human Resources Division to include employee benefits and risk management; and performs other work as required. DISTINGUISHING CHARACTERISTICS This is the most advanced professional level classification in the Risk & Benefit Analyst series. Incumbents serve as managers of specified employee benefit or risk management programs and may serve as lead-workers to professional and/or technical staff performing activities in their assigned program areas. This classification is distinguished from the higher-level classification of Principal Benefits Analyst in that the latter is responsible for policy and procedure development and the overall management, direction and supervision of the County s employee benefit, loss prevention, safety and risk management programs. This classification is distinguished from the lower level classification of Associate Risk & Benefits Analyst in that the latter is the advanced working level responsible for performing complex and varied assignments, but does not have independent responsibility or authority for managing specified programs nor functions as a supervisor. EXAMPLES OF DUTIES 1. May plan, direct and review the work of professional and technical staff; develop staff training plans and train staff in procedural and technical aspects of their jobs in order to ensure the provision of consistent, effective, quality service to departments, employees and the public; serves as a technical resource to staff; may provide input into performance evaluations of subordinate staff. 2. Assumes primary program management responsibility for complex employee benefit and risk management programs and projects. 3. Performs professional level employee benefit and risk management work. Maintains current knowledge of trends and makes recommendations in order to incorporate best practices into County employee benefit and risk management programs; assures programs meet Board and CAO adopted goals 4. Advises department heads, supervisors and employees in the interpretation and application of employee benefit and risk management rules, regulations, policies, procedures and concepts; provides technical expertise on employee benefit and risk management issues. 5. Plans, develops, implements, maintains and revises complex employee benefit and risk management programs, rules, policies and procedures. Plans and conducts studies of employee benefit and risk management programs to determine their effectiveness 6. Directs the work of consultants as assigned.

2 7. Coordinates programs and projects and works in conjunction with other personnel specialty areas such as Equal Opportunity, County Counsel, Human Resources labor/management committees and others as required; coordinates employee benefit and risk management program administration with vendors, third party administrators, insurers and other County department staff; 8. May participate, in an advisory capacity, or provide technical support, during employee contract negotiations and strategy sessions; may assist in gathering and analyzing data relative to employee benefit items discussed during negotiations 14. Develops request for proposals (RFP s) for employee benefit and/or risk management programs; evaluates insurance policy and/or third-party administration proposals, interviews vendors; drafts, implements and administers contracts; oversees vendor, third party administrator and insurer contract performance 9. Evaluates unusual and difficult issues and challenges concerning employee benefit and risk management programs and processes; develops, recommends and/or implements solutions especially in unique situations requiring the interpretation of policy intent in the absence of applicable or clear procedural guidelines 10. 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 13. 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 15. 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 16. 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. 17. 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 2

3 18. 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 19. 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 20. 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 21. 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 22. 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 23. Makes presentations to employees, departmental management, the Board of Supervisors and others concerning employee benefit and risk management programs QUALIFICATIONS Knowledges/Skills/Abilities A combination of experience, education and/or training which substantially demonstrates possession of the following knowledges, skills and abilities: Thorough knowledge of: 1. General terminology, nomenclature and common concepts utilized in the administration of employee benefit and/or risk management programs 2. Functional responsibilities of employee benefit and/or risk management operations 3. Principles and techniques of project management and evaluation 4. Federal, state and local legislation pertaining to employee benefit and risk management programs 3

4 5. Specific subject matter program areas and practices within several areas of specialization such as health insurance, disability, retirement, workers compensation, property insurance, liability insurance, etc. Working Knowledge of: 1. General office procedures, methods and practices 2. Research methods, data collection and sampling techniques, and statistical analysis and their application; basic accounting 3. Principles and practices of public administration 4. Personal computer operation including Windows and the Microsoft suite 5. Principles and practices of supervision 6. California workers compensation and unemployment insurance law, systems and procedures 7. Regulations, processes and procedures required for local agencies participating as members in the California Public Employee Retirement System (CalPERS) 8. Contract development and administration Some knowledge of: 1. Principles of organizational management 2. Standard insurance policy forms; procedures regarding tort and/or workers compensation claims administration 3. Common principles, methods and procedures utilized in the identification and management of accidental risks 4. Public sector budget and accounting practices and cost projection methods 5. Public sector procurement process requirements 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. Plan, organize and review the work of subordinate staff. 4

5 4. 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. 5. Analyze, collect, interpret and evaluate a variety of complex qualitative and quantitative data; compute cost/benefit ratios; project costs 6. Develop and produce or present clear, concise and descriptive written and oral reports, correspondence, and other communicative materials. 7. Manage a variety of simultaneous work projects to meet established timetables and commitments. 8. Understand, interpret, explain and apply federal, State, and local legislation regarding employee benefit and risk management programs 9. Demonstrate the County values, provide excellent and courteous customer service and establish and maintain effective working relationships. 10. 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 11. Plan, organize and coordinate research and statistical work 12. Understand, interpret and apply appropriate provisions of applicable laws, ordinances, rules, regulations, memoranda of understanding and operating procedure 13. Exercise independent judgement and initiative 14. Recognize and resolve problems of a sensitive or political nature 15. Read, interpret and understand complex benefit and risk insurance policies and administrative contracts 16. 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 EDUCATION The knowledges, skills and abilities listed above may be acquired through various types of experience, education, or training, typically: 5

6 Experience: Five years of progressively responsible professional level employee benefit and risk management work comparable to the classification of Associate Risk & Benefit Analyst with Monterey County; including at least two years in a public agency Education: AND Completion of all course work leading to a Bachelor s Degree in Personnel Administration, Public Administration, Business Administration, Industrial Relations or a closely related field. REQUIRED CONDITIONS OF EMPLOYMENT As a condition of employment the incumbent will be required to: 1. Be willing and able to work flexible hours, evenings and weekends as needed 2. Possession of a valid California Class C Driver s License (or equivalent) or the employee must be able to provide suitable transportation which is approved by the appointing authority. PHYSICAL AND SENSORY REQUIREMENTS 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 a 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. See well enough to read documents and data on computer screens. 6. Communicate verbally to employees and the public. 7. Hear oral communications, both in person and on the phone. 8. Ability to use a dolly to transport boxed materials for training and/or presentations from office to vehicle. CLASS HISTORY Class Code: 14B63 Bargaining Unit: X Established: February 2001 EEO Category: P Revised: 6

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