1813 Senior Benefits Analyst

Recruitment #PBT-1813-103548


This is a Position-Based Test conducted in accordance with Civil Service 111A

Receipt of applications may close at anytime, but not before February 3, 2020 by 5:00 PM.

Applicants are encouraged to submit their application immediately

The San Francisco Employees’ Retirement System offers an exceptional opportunity for the right candidates to serve this historic, well established City Department by engaging in interesting and rewarding mission critical work. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 73,000 active, vested and retired employees of the City and County of San Francisco and their survivors.

Our Mission

The San Francisco Employees’ Retirement System is dedicated to securing, protecting and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.

Position Description

Under direction, the Senior Benefits Analyst at the San Francisco Employees' Retirement System leads a staff of benefits technical, professional and clerical employees in the Retirement Services Division, engaged in member counseling, benefit calculations, plan enrollments, record keeping and data maintenance and benefit payments.  Examples of primary duties may include:

  1. Coordinates the work of, and assists in the evaluation of benefits technicians, clerks and/or professional retirement analysts engaged in pension program activities, such as calculating benefits, balancing and verifying the accuracy of payments, membership counseling services, membership enrollment and termination, and records management and maintenance.
  2. Assists in planning and implementing special projects as assigned.
  3. Reviews and researches on more complex and difficult cases of an assigned program area.
  4. Trains employees on work procedures, and departmental procedures and policies.
  5. Checks work of Assistant Retirement Analysts and/or Benefits Technicians as to the accuracy of work and benefit payments.
  6. Reviews and implements operational procedures; reviews and implements legislative changes related to the benefit program; applies existing City Charter and Administrative Code provisions related to the assigned benefit program.
  7. Compiles and evaluates statistical and other data to prepare various reports including verifications and issuance of documents to members.
  8. Contacts City departments, employees, employee representatives, other government agencies and various private entities to furnish and/or obtain information on specialized employee benefit matters.
  9. Trains, coaches and assists in evaluating employees on delivery of quality customer service, provides accurate and timely information to member inquiries and resolution of outstanding member matters.
  10. Assists in the reviewing of materials, coordination, and presentation of member retirement seminars and group retirement planning seminars.
  11. Orients and conducts member interviews and group counseling sessions to active, retired members and survivors, and ensuring follow-through to resolve outstanding member issues or inquiries.
  12. Coordinates payroll posting/transmissions, verifications of data accuracy, resolving exceptions and maintenance of member records.
  13. Oversees staff who conducts historical research related to employment service credit and earnings to ensure accurate benefit entitlements.
  14. Prepares reports as requested to perform retirement calculations in accordance with plan regulations to determine appropriate benefit calculations for members and survivors.
  15. Utilizes the Microsoft Office, Windows Software, and designated databases to compile and calculate data, conduct data analysis and produce reports.

Minimum Qualifications

Possession of a baccalaureate degree from an accredited college or university.

Two (2) years of professional experience in administering an employee benefit program; experience must include two (2) years experience and knowledge of the administration of employee pension and death benefits programs; including applicable federal/sate/City law and associated terminology.


Additional qualifying work experience may substitute for up to two years of the required education on a year for year basis (30 semester/ 45 quarter units equals one year).

The above minimum qualifications reflect a special condition associated with the position(s) to be filled.  They may differ from the standard minimum qualifications associated with this class code.

Desirable Qualifications:

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

  • Minimum of three years verifiable experience with employee retirement benefit programs involving analysis of data for counseling and benefit calculations with a public sector retirement and/or pension plan or experience with a defined benefit plan or defined contribution plan.
  • Minimum of two years verifiable experience processing and handling numerical data records.
  • Minimum of one year verifiable supervisory experience in benefit administration or in a customer service focus environment.
  • Working knowledge of PeopleSoft.
  • Working knowledge of Microsoft Office including Microsoft Word using mail merge, and Microsoft Excel creating formulas and creating links between cells on the same or different worksheets.
  • Strong oral and written communication skills.

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select job announcement PBT-1813-103548
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.  Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.  To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file.  Applicants should retain this confirmation email for their records.  Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline.  Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Tess Bobila, by telephone at 415-487-7026, or by email at Tess.Bobila@sfgov.org.

General Information concerning City and County of San Francisco Employment Policies and Procedures

Important Employment Information for the City and County of San Francisco can be obtained at http://sfdhr.org/information-about-hiring-process or hard copy at 1 South Van Ness Avenue, 4th Floor.

Copies of Application Documents

Applicants should keep copies of all documents submitted, as these will not be returned.

Right to Work
All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.

Selection Procedures

Minimum Qualification Supplemental Questionnaire: (Weight: Qualifying)
Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

Supplemental Questionnaire Evaluation: (Weight: 100%)

Applicants who meet the minimum qualifications will be sent a supplemental questionnaire. The Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: knowledge of administration of benefit plans; knowledge of research techniques and benefits counseling techniques; ability to perform accurate benefits calculations; ability to research and analyze data; ability to lead, train and evaluate assigned staff; ability to apply the principles and methods for employee pension benefits; ability to communicate effectively in writing with employees, program members, employee representatives, other government agencies and private entities by composing clear and concise memos, letters, and reports; understand and follow written instructions.

A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to be ranked on the eligible list.

Applicants meeting the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certification in order to make a final hiring decision.

Candidates’ scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

Conviction History

As a selected candidate for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a selected candidate. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are a selected candidate, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


Eligible List/Score Report:
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission. The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director. To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246.

The certification rule for the eligible list resulting from this examination will be Rule of Three Scores. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Reasonable Accommodation Request:

Seniority Credit in Promotional Exams:

Veteran’s Preference:

Position Based Testing:

Terms of Announcement:
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by posting the correction on the Department of Human Resources website at www.jobaps.com/sf. The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Combined Entrance & Promotive
Issued: January 17, 2020
Recruitment No.: 103548
Micki Callahan, Director
Team: RET/TB (415) 487-7026


All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.


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