Disability Retirement Benefits Analyst

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 masters 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 $26626.86 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.

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 Regularvacancy within the Retirement Administration Office.

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 units 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.

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 Workers 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.

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 A paper application form can be obtained by calling . 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.

APPLICATIONSCREENING 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 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 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.