Disability Retirement Benefits Analyst

Disability Retirement Benefits Analyst

Salary

$87,444.09 - $122,433.74 Annually

Location

Ventura, CA

Job Type

Full-Time Regular

Job Number

0748RET-26AA (YM)

Department

Ventura County Employees Retirement Association

Opening Date

05/27/2026

Closing Date

6/9/2026 5:00 PM Pacific

• Description
• Benefits
• Questions

Description

WHAT WE OFFER

• General Salary Increase - 3.5% effective December 20, 2026, and 3.5% effective December 19, 2027.
• Educational Incentive - An educational incentive of 2.5% for completion of an associate degree, 3.5% for completion of a bachelors degree, OR 5% for completion of a master's degree that is not required for the classification.
• Annual Leave - 208 hours per year, increasing to 288 hours after 5 years of service.
• Annual Leave Redemption - The ability to "cash in" or redeem up to 100 hours of Annual Leave per year after using 80 hours in the preceding twelve months.
• Deferred Compensation - Eligible to participate in the Countys 401(k) Shared Savings Plan and/or the Section 457 Plan. This position is eligible for up to a 3% match on your 401(k) contributions.
• Health Plans - Full-time employees are afforded a flexible credit allowance up to $26,626.86 for purchasing medical, dental, and/or vision insurance from a group of authorized plans.
• Flexible Spending Accounts - Choice of participation in the Flexible Spending Accounts, which increases spending power through reimbursement of pre-tax dollars for IRS-approved dependent care and health care expenses.
• Pension Plan - Both the County and employees contribute to the Countys Retirement Plan and to Social Security. If eligible, reciprocity may be established with other public retirement systems, such as PERS.
• Holidays - 13 paid days per year, which includes a scheduled floating holiday.

THE POSITION

Under general direction of VCERAs Disability Retirement Benefits Manager, the Disability Retirement Benefits Analyst will serve as a senior-level analytical and operational specialist, taking on complex responsibilities that enhance workflow efficiency, strengthen internal review processes, and provide critical support to the Disability Manager. This role will assume key duties such as drafting Medical Analysis documents, overseeing select internal procedures, reviewing disability retirement calculations, evaluating board meeting materials, oversight of administrative hearing process facilitation, and conducting preliminary invoice reviews for professional services. The Analyst will also share responsibility for drafting recommendation documents, ensuring compliance with the County Employees' Retirement Law (CERL) of 1937, assisting with fiscal inquiries, and providing reliable backup to disability unit staff and Disability Manager as needed.

THE IDEAL CANDIDATE

The ideal candidate is a highly skilled, detail-oriented professional with strong analytical judgment, excellent written communication abilities, and the capacity to manage sensitive, confidential, medical, technical, legal, and procedurally complex information with minimal oversight. They should be a collaborative problem-solver who can serve as a knowledgeable resource for the team, provide an additional layer of quality control, and support long-term operational stability. They should possess considerable experience with benefit related procedures and legal requirements and must exercise excellent tact, discretion, and sound independent judgment in with a role with a relatively high consequence of error.

Payroll Title

Program Administrator III

The eligible list established from this recruitment may be used to fill current and future Regular (including Temporary, Fixed-Term) vacancies for this position or similar positions. There is currently one (1) Full-Time Regular vacancy within the Retirement Administration Office.

The Program Administrator III is a management classification and not eligible for overtime compensation.

TENTATIVE SCHEDULE

OPENING DATE: 05/27/2026

CLOSING DATE: 6/09/2026

Examples Of Duties

Duties may include, but are not limited to the following:

• Drafts Medical Analysis documents and prepares Preliminary and Final Recommendation documents, synthesizing medical, administrative, and legal information into clear, defensible analyses.
• Serves as the unit's lead specialist, providing guidance to staff on complex cases, procedural questions, and policy interpretation.
• Reviews board meeting materials prepared by staff to ensure accuracy, completeness, and readiness for final managerial review.
• Reviews disability retirement calculations prepared by other disability unit staff for accuracy, methodology, and compliance prior to managerial approval.
• Oversees facilitation of the hearing process, ensuring all correspondence, notices, and procedural steps meet legal and administrative requirements.
• Confers with the Disability Manager and other departmental leaders on policy matters, operational issues, and program challenges, providing informed recommendations.
• Interprets policies and procedures for staff and stakeholders, ensuring consistent understanding and application.
• Represents the unit in communications with other County departments, external agencies, and professional service providers.
• Prepares required reports and documentation for internal leadership, the Board, and external stakeholders.
• Designs and maintains operational workflows, tools, and monitoring methods to support efficient case processing and program performance.
• Oversees designated internal procedures by evaluating their use, identifying needed updates, and ensuring staff follow established standards.
• Responds to inquiries from the Fiscal division regarding disability payments, offsets, and related benefit calculations.
• Reviews invoices from external professionals (e.g., legal counsel, hearing officers, medical evaluators) for accuracy and contract compliance before manager approval.
• Assists in planning and delivering in-service training to support staff development and ensure consistent application of procedures.
• Conducts or reviews special projects and analytical studies, preparing findings and recommendations to improve program operations.
• Provides backup to the Disability Manager on an as-needed basis, without performing these duties routinely.
• Provides backup to lower-level staff on an as-needed basis, without performing these duties routinely.
• Plans, organizes, and coordinates disability retirement program functions, ensuring consistent application of policies, procedures, and statutory requirements.
• Compiles, analyzes, and interprets narrative, financial, and statistical data to evaluate program performance and recommend improvements.
• Performs other related duties as required.

Typical Qualifications

These are entrance requirements to the examination process and assure neither continuance in the process nor placement on an eligible list.

EDUCATION, TRAINING, and EXPERIENCE

Considerable administrative support experience, which has led to the acquisition of the required knowledge, skills and abilities. An example of qualifying experience is:

• Three (3) years of increasingly responsible experience in disability retirement, workers' compensation, legal support, and/or other medical/ benefits administration.

NECESSARY SPECIAL REQUIREMENT

• Some experience with legal terminology.
• Ability to review the work of others for accuracy, completeness, and compliance with policies and legal requirements.
• Intermediate proficiency in Microsoft Word and Excel.
• Excellent written communication skills must be demonstrated in the completion of the employment application and supplemental questionnaire.

DESIRED:

• Experience acting as a lead worker.
• Experience with pension administration software and large enterprise software, such as PeopleSoft.
• Some experience with medical terminology and/or medical analysis related to benefit eligibility.
• Some experience with investigation of claims for disability retirement and/or Worker's Compensation benefits.
• Paralegal certificate or experience working in a civil-litigation environment.
• Knowledge of and experience with County Employees Retirement Law of 1937 (CERL) and/or other laws that govern public employee benefit plans.

Knowledge, Skill and Abilities

Working knowledge of: principles and practices of employee benefits program administration, including planning, workflow design, performance monitoring, and process improvement; disability retirement program requirements, including medical, administrative, and legal components relevant to case analysis and recommendations; techniques for analyzing medical records, legal, and administrative documentation to support program decisions; methods of preparing clear, defensible analytical documents such as Medical Analyses, Recommendations, and calculation reviews; the relationship between disability determinations and benefit payment calculations; principles of organization, staffing, and workload coordination within a specialized program unit; administrative applications of data systems used for case management, reporting, and performance tracking; public relations and interdepartmental communication practices necessary for working with staff, management, external agencies, and professional service providers; personnel administration concepts applicable to providing guidance, training, and functional leadership to staff.

Skill in: conducting complex analytical work, including reviewing medical and legal information related to benefit eligibility, evaluating calculations, and synthesizing multiple data sources into clear conclusions; designing and refining operational workflows, tools, and procedures to improve efficiency and accuracy; preparing high-quality written materials, including analytical reports, recommendations, board materials, and correspondence; reviewing the work of others for accuracy, completeness, and compliance with policies and legal requirements; coordinating activities across units, departments, and external professionals involved in disability case processing and hearings; interpreting and applying policies, procedures, and statutory requirements to varied and complex case situations; presenting information clearly and effectively to staff, management, and external stakeholders.

Ability to: analyze administrative, legal, medical, and benefits issues; identify problems; and develop sound, well-supported recommendations; plan, organize, and coordinate program activities, including monitoring workflows and ensuring the timely completion of case-related tasks; provide functional guidance and serve as a technical resource to staff on complex cases, procedures, and policy interpretation; understand and apply laws, rules, and written procedures; review and evaluate calculations, invoices, board materials, and hearing documentation for accuracy and compliance; prepare clear, concise, and accurate reports, analyses, and recommendations for management and the Board; communicate effectively in writing and verbally, including explaining complex legal concepts to staff, members, and external partners; establish and maintain cooperative working relationships with internal departments, external agencies, and professional service providers; assist in planning and delivering training to support staff development and ensure consistent application of procedures; work successfully in a team environment, make positive contributions and assist others as necessary; manage multiple priorities, meet deadlines, and adapt to changing program needs; exercise sound judgment and maintain confidentiality in handling sensitive medical and personnel information.

Recruitment Process

FINAL FILING DATE

Applications must be received by County of Ventura Human Resources no later than 5:00 p.m. on Tuesday, June 9, 2026.

To apply online, please refer to our website at www.ventura.org/jobs. A paper application form can be obtained by calling (805) 654-5129. Our address is: County of Ventura, Human Resources Division, 800 South Victoria Avenue, L-1970, Ventura, CA 93009.

NOTE: If presently permanently employed in another "merit" or "civil service" public agency/entity in the same or substantively similar position as is advertised, and if appointed to that position by successful performance in a "merit" or "civil service" style examination, then appointment by "Lateral Transfer" may be possible. If interested, please click here (Download PDF reader) for additional information.

Note to Applicants: It is essential that you complete all sections of your application and supplemental questionnaire thoroughly and accurately to demonstrate your qualifications. A resume and/or other related documents may be attached to supplement the information in your application and supplemental questionnaire; however, it/they may not be submitted in lieu of the application.

SUPPLEMENTAL QUESTIONNAIRE - qualifying

All applicants are required to complete and submit the questionnaire for this examination at the time of filing. The supplemental questionnaire may be used throughout the examination process to assist in determining each applicants qualifications and acceptability for the position.

APPLICATION SCREENING - qualifying

Candidates applications, resumes, or other required documentation will be evaluated on a comparative basis against pre-established criterion. Those individuals whose materials best indicate possession of the stated requirements, will be invited to continue to the next step in the screening and selection process.

TRAINING & EXPERIENCE EVALUATION

A Training and Experience Evaluation (T&E) is a structured evaluation of the job application materials submitted by a candidate, including the written responses to the supplemental questionnaire. The T&E is NOT a determination of whether the candidate meets the stated requirements; rather, the T&E is one method for determining who are the better qualified among those who have shown that they meet the stated requirements. In a T&E, applications are either scored or rank ordered according to criteria that most closely meet the business needs of the department. Candidates are typically scored/ranked in relation to one another; consequently, when the pool of candidates is exceptionally strong, many qualified candidates may receive a score or rank which is moderate or even low resulting in them not being advanced in the process.

NOTE: The selection process will likely consist of an Oral Exam, which may be preceded or replaced with the score from a Training and Experience Evaluation (T&E), contingent upon the size and quality of the candidate pool. In a typical T&E, your training and experience are evaluated in relation to the background, experience and factors identified for successful job performance during a job analysis. For this reason, it is recommended that your application materials clearly show your relevant background and specialized knowledge, skills, and abilities. It is also highly recommended that the supplemental questions within the application are completed with care and diligence. Responses such as "See Resume" or "Refer to Resume" are not acceptable and may disqualify an applicant from further evaluation.

ORAL EXAMINATION - 100%

A job-related oral examination will be conducted to evaluate and compare participating candidates knowledge, skills, and abilities in relation to those factors which job analysis has determined to be essential for successful performance of the job. Candidates must earn a score of seventy percent (70%) or higher to qualify for placement on the eligible list.

If there are three (3) or fewer qualified applicants, an examination may not be conducted. Instead, a score of 70% is assigned to each application, and each applicant is placed on the eligible list.

ELIGIBLE LIST

Candidates successfully completing the examination process may be placed on an eligible list for a period of one (1) year.

BACKGROUND INVESTIGATION: A thorough pre-employment, post-offer background investigation, which may include inquiry into past employment, education, criminal background information, and driving record is required for this position.

EQUAL EMPLOYMENT OPPORTUNITY

The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.

For further information about this recruitment, please contact Yvonne Martinez by e-mail at Yvonne.Martinez@venturacounty.gov or by telephone at 805-654-3051.

YOUR BENEFITS AS A COUNTY OF VENTURA EMPLOYEE

MANAGEMENT

To learn more about Benefits, Retirement, and the Memorandum of Agreement (MOA), see links below.

• Benefits website or you may call (805) 654-2570.
• Retirement FAQs
• Memorandum of Agreement

Union Codes: MB3, MB4, MS, MT, MCC, MU

01

Please describe your experience with investigation of claims for Disability Retirement and/or Workers Compensation benefits. In your response, please include the following:

A. Employer(s) where you obtained this experience

B. Specific benefits involved

C. Specific responsibilities performed related to these benefits within a major employee benefits program and/or payroll operations

D. Include any investigation of claims for disability retirement, Workers Compensation or related benefits, if applicable.

NOTE: To receive credit for this experience, you MUST include each employer in the Work Experience section of your application, and all details for each employer must be included. Additionally, any amount of time worked less than 40 hours per week must be pro-rated.

If you do not have this kind of experience, please type "No experience."

02

Briefly describe your knowledge of legal terminology obtained through your education, training, or work experience.

NOTE: To receive credit for this experience, you MUST include each employer in the Work Experience section of your application, and all details for each employer must be included. Additionally, any amount of time worked less than 40 hours per week must be pro-rated.

If you do not have this kind of experience, please type "No experience."

03

Briefly describe your experience with medical terminology and/or medical analysis related to benefit eligibility.

NOTE: To receive credit for this experience, you MUST include each employer in the Work Experience section of your application, and all details for each employer must be included. Additionally, any amount of time worked less than 40 hours per week must be pro-rated.

If you do not have this kind of experience, please type "No experience."

04

Please describe your experience working with pension administration software, such as V3 and/or large enterprise software, such as PeopleSoft (VCHRP). In your response, please include the following:

A. Name of employer(s),

B. Dates of employment,

C. Number of employees,

D. System details, and

E. Your specific responsibilities.

NOTE: To receive credit for this experience, you MUST include each employer in the Work Experience section of your application, and all details for each employer must be included. Additionally, any amount of time worked less than 40 hours per week must be pro-rated.

If you do not have this kind of experience, please type "No experience."

05

Please describe your experience interpreting, applying and explaining complex regulations and procedures. In your response, include any experience related to regulations and procedures that govern retirement plans. In your response, please include the following:

A. Name of employer(s),

B. Dates of employment,

C. Number of employees, and

D. Your specific responsibilities.

NOTE: To receive credit for this experience, you MUST include each employer in the Work Experience section of your application, and all details for each employer must be included. Additionally, any amount of time worked less than 40 hours per week must be pro-rated.

If you do not have this kind of experience, please type "No experience."

06

Select your level of proficiency in Microsoft Word from the options below.

• No experience.
• Basic - This level of skill is sufficient to perform daily word processing tasks, such as, producing routine letters, memoranda, and informal reports. A person with this level of skill is able to use basic formatting, editing, printing functions, and understand the document page setup.
• Intermediate - This level of skill is necessary in order to use and create a variety of templates, complex tables, merges; manage table data, sort and filter merges, and may also perform basic work with existing Macros. A person with this level of skill is able to customize toolbars, import and insert graphs, embed Excel data, and elaborate reports.
• Advanced - This level of skill is required in order to produce very large, complex formal documents that require a table of contents, footnotes, endnotes, bookmarks, and other special elements. A person with this level of skill is able to use and create a wide range of graphic effects and has full mastery of Macro commands.

07

Select your level of proficiency in Microsoft Excel from the options below.

• No experience.
• Basic - This level of skill is sufficient to enter and correct data, modify a workbook, format a worksheet, and use printing functions.
• Intermediate - This level of skill is necessary in order to work with multiple worksheets, filter data, use integrated functions and manipulate databases. With this level of skill, a person understands the concepts of databases and is able to work with charts and use the list management capabilities of Excel.
• Advanced - This level of skill is required to use advanced techniques for analyzing and manipulating data in Excel. A person with this level of skill is able to automate some operations, pivot tables, manage Macro commands, and create MS Excel applications.

Required Question

Employer Ventura County

Address 800 S. Victoria Avenue

LOC. #1970

Ventura, California, 93009

Phone (805) 654-5129

Website http://hr.venturacounty.gov