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Benefits Specialist
3 months ago
Mission
The Benefits Specialist is responsible for supporting our clients, their employees, and the rest of the benefits team in ensuring timely and accurate benefits administration. The position demands adept analytical capabilities, proficiency in benefits administration, and exceptional passion for delivering top-tier customer service.
Outcomes
- All client requests/inquiries received within normal business hours are responded to within 4 hours
- Provide exceptional service to clients and employees as reflected in NPS and client sentiments
- Process all benefit transactions with 95+% accuracy
- Ensure all client interactions are properly documented in SalesForce
Responsibilities
- Submit, audit, and reconcile weekly HSA/FSA files
- Manage COBRA enrollments, audits, employee communications, and payments
- Support 401K set ups, deconversions, and tier 1 client questions about retirement plans
- Manage qualifying life events for worksite employees (collecting documents, dependent enrollment/unenrollment)
- Own ACA audit process and work with Benefit Consultants to ensure client compliance
- Support benefits team in open enrollment process, presentation creation, and enrollments
Competencies
- Customer Focus. Regularly monitors customer satisfaction. Meets internal and external customer needs in ways that provide satisfaction and excellent results for the customer. Establishes "partner" relationships with customers. Regarded as visible and accessible by customers.
- Analysis Skills - Identifies significant problems and opportunities. Analyzes problems in depth. Relates and compares data from different sources. Able to determine root causes and subtle relationships among data from various sources. Exhibits a probing mind. Achieves penetrating insights.
- Verbal/written Communication - Communicates effectively one to one, in small groups, and in public speaking contexts. Demonstrates fluency and "quickness on one's feet", clarity of organization of thought processes, and command of the language. Easily articulates vision and standards. Keeps people informed.
- Judgment / Decision Making - Demonstrates consistent logic, rationality, and objectivity in decision-making. Achieves balance between quick decisiveness and slower more thorough approaches, i.e., is neither indecisive nor a quick judge. Shows common sense. Anticipates consequences of decisions.
- Team Player - Reaches out to peers to tear down walls or remove roadblocks. Overcomes "we-they" relationships. Approachable. Earns a reputation for leading peers toward support of what is best for total company. Cooperates with supervisors and establishes collaborative relationships with peers (without being pushy)
- Adaptability - Able to be flexible with new pressures (competition, loss of talent, new priorities). Adjusts quickly to change. Copes effectively with complex situations.
- Organization/Planning - Plans, organizes, schedules, and budgets in an efficient productive manner. Focuses on key priorities. Effectively juggles multiple projects. Anticipates reasonable contingencies. Pays appropriate attention to detail. Manages personal time well.
