National Association of State Retirement Administrators

Position Information

Disability Retirement Investigator
$79,885.00 - $115,833.00 Annually
OCERS is seeking a Disability Retirement Investigator. This position will report directly to the Disability Manager. In this role, the Disability Retirement Investigator will work closely with OCERS Disability team and the Legal staff to prepare and process OCERS disability retirement applications. The selected incumbent will be expected to work independently, possess strong analytical and communication skills, be attentive to details and work effectively with others. 
Under general supervision, the Disability Retirement Investigator will investigate claims of County and District employees for disability retirement from the Orange County Employees Retirement System (OCERS). The selected incumbent will interview witnesses, review and analyze medical reports and employer documents, gather information, review records, make recommendations based on the evidence presented and perform other work as required.

The responsibilities of the successful candidate will include, but are not limited to the following: 
  •  Ascertain and implement appropriate methods of investigation for the gathering of evidence presented in support of applications for disability retirement filed by members of the Orange County Employees Retirement System.
  • Counsel applicants throughout the disability application process.
  •  Research and review medical reports and personnel files of various agencies or other sources to obtain information relating to disability retirement claims.
  •  Analyze workers’ compensation files and interview applicants, co-workers, supervisors, and others as necessary to obtain a complete record of the circumstances surrounding applicants’ claims for disability retirement.
  • Prepare detailed reports and submit recommendations regarding the granting or denial of service and non-service connected disability retirements to the Disability Manager.
  • May be requested to appear before a hearing officer if cases go to appeal.
Position: Disability Retirement Investigator
Organization: Orange County Employees Retirement System
Location: Santa Ana,  CA 
United States
Salary: $79,885.00 - $115,833.00
Posting Start Date: 8/5/2022
Date Posted: 8/9/2022
Three years of investigative experience in an assignment that requires the investigation of workers' compensation claims or investigating disability retirement applications for a public or private entity.

Graduation from an accredited college or university with a Bachelor’s Degree in Business Administration, Finance, Economics, Accounting, or other closely related field, may be substituted for up to one year of the required experience at the rate of three-semester units equaling one month of experience and one hour of training equaling one hour of experience.
Graduation from an accredited college or university beyond a Bachelor’s Degree in Business Administration, Finance, Economics, Accounting, or other closely related field, may be substituted for up to an additional year of the required experience at the rate of three-semester units equaling one month of experience.

Knowledge of:                                                                                   
Methods and techniques of investigation, including interviewing, gathering, and analyzing medical evidence; OCERS policies and procedures.

Ability to:
Gather, assemble, analyze, and evaluate facts and evidence, draw logical conclusions, and make sound judgments; prepare clear, concise, comprehensive reports; interpret written and oral instructions and carry them out; communicate clearly and work effectively at all organizational levels and in situations requiring tact and sensitivity; exercise due diligence and independent judgment within defined policies and procedures; interpret and apply disability retirement laws and apply them in procedural situations, and use OCERS case management system to enter data and complete workflows.

Possession of a valid California Driver's License, Class C or higher, by date of appointment.

Special Requirements
Applicants must pass a background investigation to the satisfaction of the hiring authority. 

OCERS offers a competitive benefits package that includes a choice of several health plans, vacation and healthcare leave, paid holidays. Additionally, OCERS has a retirement plan which has reciprocity with the Public Employees Retirement System (PERS). Participation in a deferred compensation plan is also available. OCERS also offers a $10,000 annual Educational and Professional Reimbursement.
OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply. 

How To Apply:
Only on-line applications with the completed supplemental questions will be accepted. You may apply on-line at the OCERS website:

E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account.

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.

It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application.

For specific information pertaining to this recruitment, please contact Felicia Durrah at (714) 569-4810 or email  Do not submit resumes to this email address as they will not be considered in lieu of the required application process. 
Status: This listing expires on: 10/8/2022
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Organization Information
Orange County Employees Retirement System
2223 E Wellington Ave
Suite 100
Santa Ana,  CA 92701
United States
Felicia Durrah