THE POSITION: Under general direction of the Member Services Team Lead, this role manages a wide range of responsibilities. This position offers opportunities to engage with external entities, including health insurance providers, consultants, and retirement systems with mutual reciprocal members. Your tasks will involve requesting, obtaining, and analyzing a range of employer records to facilitate retirement account transactions for SBCERS members and communicate with partner agencies to implement benefit changes. The ideal incumbent will excel at process improvement and the development of new policies and procedures.

This role will play a crucial role in educating and advising members through meetings and one-on-one consultations on computation and reconciliation processes, analyzing program requirements and performance, reporting on findings, and executing related duties. This role will oversee, and direct tasks associated with the calculations of service purchases, redeposits, and plan changes, ensuring effective workload prioritization and strict adherence to established procedures and workflows.