Wednesday, December 11, 2019

Senior Retirement Technician

Recruitment #19-1353-01


THIS IS A NEW ASSEMBLED EXAMINATION.  The eligible list resulting from this examination will cancel any existing list and may last approximately one year, but can be extended.

Applications must be in possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Applications will only be accepted on-line



The Alameda County Employee's Retirement Association (ACERA) is a retirement system organized under the County Employees Retirement Law of 1937, which provides retirement, disability and death benefits to the employees, retirees and former employees of the County of Alameda, and certain other participating public employees. The retirement plan provides lifetime benefits to members of the retirement system who meet the minimum age and length-of-service requirements and is a significant and fundamental part of the comprehensive benefits package ACERA provides to eligible employees . Current Services Over the years, ACERA has expanded its member services to include employees of the Alameda County-based Superior Court of California and the five special districts of the County, as well as to administer retiree health care, dental care, vision care, and supplemental cost-of-living benefits.


To provide ACERA members and employers with flexible, cost-effective, participant-oriented benefits through prudent investment management and superior member services. Commitment (Board and Staff) To carry out our Mission through a competent, professional, impartial and open decision making process. In providing benefits and services, all persons will be treated fairly and with courtesy and respect. Investments will be managed to balance the need for security with superior performance. We expect excellence in all activities. We will also be accountable and act in accordance with the law.


Under general supervision, the class of the Senior Retirement Technician handles the journey level types of cases and issues regarding retirement benefits in the flexibly-staffed series. Conducts enrollment, processes retirement benefits and provides on-going assistance to eligible members of the Alameda County Employee Retirement Association (ACERA) participating members with Pension, Death, Disability, Health and Dental Plans and performs other related duties as assigned.    

The classification of Senior Retirement Technician is the journey level of a flexibly-staffed series located in the Alameda County Employee Retirement Association Department.  Incumbents will be responsible for encompassing a variety of activities, such as providing ACERA membership enrollment, on-going benefits assistance and benefits administration using independent judgment and skills in the performance of all assignments.  Senior Retirement Technicians are expected to work independently with less need for supervision than the Retirement Technician.    


Either I  


The equivalent of two years of full-time experience in the class of Retirement Technician or Employee Benefits Technician I in the Alameda County classified service.   

Or II  


The equivalent of three years of full-time experience processing and explaining pension or health related employee benefits program or department of a private of public organization.  One year of payroll experience may be substituted for one year of benefits experience.   

A Bachelor's degree from an accredited college or university with major course work in Business or Public Administration, Accounting, Economics, Human Services or a related field, or possession of the Certified Employee Benefits Specialist certificate may be substituted for the two years of required experience.  

NOTE:   The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.  


NOTE:   The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.     

The most suitably qualified candidates will possess the following competencies:

Knowledge of:  

·  Effective customer service techniques.

·  Team-based work environment.

·  Information gathering and interviewing techniques.

·  Research methods.

·  Basic mathematical functions and computations, including calculating percentages and prorated benefit amounts.

·  1937 Act County Employees Retirement Law.

·  Word processing and spreadsheet applications and data entry skills.

·  Calculators and their functions.

·  Correct usage of English, including punctuation, spelling and grammar.  

Ability to  

·  Listen attentively in order to discern members’ needs.

·  Demonstrate sensitivity and interpersonal skills when interviewing and counseling members.

·  Be diplomatic and tactful when dealing with a variety of people of diverse backgrounds.

·  Establish and maintain professional relationships with ACERA members, ACERA staff, personnel in other departments and agencies, members of the Board of Retirement and with representatives from legal, medical or consultant firms.

·  Work independently and in a team-based environment.

·  Communicate effectively in oral and written form.

·  Independently draft correspondence and procedures.

·  Research and prepare clear, concise and comprehensive reports.

·  Read, comprehend, interpret and apply laws, rules, regulations, policies and procedures.

·  Maintain information system database through accurate input of data.

·  Perform a variety of mathematical computations using a calculator.

·  Use and/or design spreadsheet applications to automate work processes.

·  Function proficiently in an automated office environment.

·   Multi-task and prioritize work projects.


The examination will consist of the following steps:

  1. A review of the candidates’ application to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process.
  2. An oral interview which will be weighted as 100% of the candidates’ final examination score. The oral interview may contain situational exercises.

Candidates must attain a qualifying rating on each portion of this recruitment. WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS.

Selection Plan

Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes.  To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing.   Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.

For more information regarding our Reasonable Accommodation procedures, please visit our website,

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.  The following dates are tentative and subject to change based on the needs of the Agency:



Deadline for Filing:

 Friday, August 16, 2019

Review of Minimum Qualifications:

Monday, August 26, 2019

Oral Examination 

To Be Determined



Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

  • Medical – HMO & PPO Plans
  • Dental – HMO & PPO Plans
  • Vision or Vision Reimbursement
  • Share the Savings
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage for eligible employees) 
  • County Allowance Credit
  • Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
  • Employee Assistance Program

For your Financial Future

  • Retirement Plan - (Defined Benefit Pension Plan)
  • Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

  • 11 paid holidays
  • Floating Holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Catastrophic Sick Leave
  • Employee Mortgage Loan Program
  • Group Auto/Home Insurance
  • Pet Insurance
  • Commuter Benefits Program
  • Guaranteed Ride Home
  • Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
  • Employee Discount Program (e.g. theme parks, cell phone, etc.)
  • Child Care Resources
  • 1st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.



All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add and as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page.

Please take the steps recommended above to insure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. If you have questions please go to our website at You may also contact the Human Resources Analyst listed on the bulletin for the recruitment for which you have applied.

Anna Montoya, Human Resources Analyst III
Human Resource Services Division, County of Alameda

                                   ALAMEDA COUNTY IS AN EQUAL OPPORTUNITY EMPLOYER