Benefits Assistant Job Description

Benefits Assistant Job Description

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Benefits assistant provides consultation to all locations on various employee plans (i.e., health, welfare, defined contribution, defined benefit plans, etc.).

Benefits Assistant Duties & Responsibilities

To write an effective benefits assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included benefits assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Assist with benefits administration, which includes items such as mail sorting, process return mail, coordinate mailings and printing, update orientation materials, new hire paperwork, send COBRA and HIPAA initial notices to new hires and other general benefits administration
Update policies, procedures and content on Company Intranet
Assist in benefits administration for health and welfare plans, 401k and COBRA
Process termination paperwork for COBRA
Data Entry for all New Hires in Payroll and Benefits systems
Reconciliation of monthly benefits invoices
Filing and maintaining Benefits and Payroll files
Basic Payroll processing
Performing verification of employment requests as needed
Assist with health and welfare plans including enrollments and terminations

Benefits Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Benefits Assistant

List any licenses or certifications required by the position: CPR, BLS, CNA, AHA, VA, CEBS, HR, PCP, CPM, EEC

Education for Benefits Assistant

Typically a job would require a certain level of education.

Employers hiring for the benefits assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Human Resources, Business, Department of Education, Associates, Management, Business/Administration, Administration, Human Resource Management, Graduate

Skills for Benefits Assistant

Desired skills for benefits assistant include:

COBRA
Health and welfare employee benefit plan design
HIPAA
Applicable laws and regulations
Section 125
Defined benefit and defined contribution retirement plans
Disability programs
FMLA
Procedures
Tax-deferred savings programs and leave

Desired experience for benefits assistant includes:

Process transactions through payroll to ensure accurate record keeping and deductions are taken
Provide support for the Open Enrollment Process, arrange for distribution and coordination of materials to all employees
Coordinate on-site meetings with vendor representation
Provide support for the Wellness Program rollout to employees
Gather and maintain data for monthly benefit reports
Tracking of all new hires

Benefits Assistant Examples

1

Benefits Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking for a benefits assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for benefits assistant
  • Research and respond to employee inquiries
  • Process benefit enrollments and update/maintain benefits in the ADP system
  • Serve as liaison between HR and third party administrators for various benefit programs
  • Process monthly employee benefit billings
  • Provide first line support for all benefit and disability queries
  • Ad hoc projects for other benefit related duties
  • Data entry for IRS reporting
  • Information gathering, validating and matching
  • 1099 and W-9 form completion
  • Performing assessments and updated the records for annual tax filing
Qualifications for benefits assistant
  • Tax filing payment processing
  • Other administrative duty requests
  • Process two bi-weekly expense payrolls
  • Coordinate with HR to get necessary action forms and enter and maintain system for new hires’ personal data, one off payments and ad hoc paycheck calculations
  • Process employee timecards and serve as the final auditor of the entries
  • Process tax and direct deposit forms after validating employee’s request
2

Benefits Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a benefits assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for benefits assistant
  • Conduct monthly and quarterly audits for benefit plans by using HRIS reporting
  • Create benefit reports as needed
  • Provide support with Health Fairs, Flu Shots and Wellness Events
  • Assist with written benefit communications
  • Maintain Benefits section of company intranet
  • Will research and respond to telephone and email employee Benefit inquiries
  • Track and audit HR data in Benefits and other systems
  • Data entry of employee benefit changes and information into HRIS database
  • Compose correspondence to employees and vendors
  • Assist with preparation for multiple Health Fairs and Open Enrollment
Qualifications for benefits assistant
  • Personable, energetic, self-motivated
  • Experience with Oracle enterprise HRMS tools a plus
  • Strong Adobe Photoshop/design skills a plus
  • Previous HR internship or experience a plus
  • Knowledge of benefit language
  • Excellent computer skills – must be proficient with Word, Excel, Outlook and Internet savvy
3

Benefits Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking for a benefits assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for benefits assistant
  • Will research and respond to telephone and email benefit inquiries
  • Maintaining up to date instructions on labels and customized letter with employee name and enrollment effective date on Monthly Post Hire Mailings including variable hour group
  • Provide back up to Benefits Specialist
  • Sending monthly benefit enrollment reminders via e-mail
  • Respond to benefits related inquiries via the telephone and email
  • Use PeopleSoft to run queries
  • Use Microsoft Excel to create spreadsheets and Microsoft Word to create benefits related correspondence (as needed)
  • Assist with benefits projects (when necessary)
  • Updating Client tracking system with coverages, renewals, commissions, SOX requirements (EPIC)
  • Support Client Managers on basic service issues
Qualifications for benefits assistant
  • Ability to explain various health plans to Employee Partners
  • Maintain accurate records/files
  • One year in benefit related position preferred
  • Consistent and punctual attendance is a job requirement
  • Bachelor’s degree preferred, CA Life Insurance degree a plus
  • Provide support to the Leader(s) of Employee Benefits Delivery, Service Integration, Healthcare Administration and Global Payroll Operations
4

Benefits Assistant Job Description

Job Description Example
Our company is hiring for a benefits assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for benefits assistant
  • Answer, screen and refer calls and inquiries from various level of constituents
  • Supporting escalated case resolution process, responding with required documentation and logging cases into case tracking system in PeopleSoft (CRM)
  • Filter, prioritize and manage all forms of communication (telephone, mail, e-mail, faxes)
  • Organize & manage daily schedules and conference rooms
  • Make travel arrangements and Reconcile Travel & Living accounts and purchasing card statements and T&L account on a monthly basis
  • Maintain distribution lists, call trees and organization charts
  • Maintain healthcare electronic & manual filing systems including critical document retention, diagrams and tables of data
  • Draft correspondence and create PowerPoint presentations for leadership team
  • Create charts for business presentations
  • Respond to customer escalations
Qualifications for benefits assistant
  • Coordinate meeting and event planning for major initiatives in the business
  • Minimum of 3 years demonstrated administrative/project coordination experience
  • Associate’s Degree, or in lieu of a degree, a High School Diploma or equivalent and 4 years of related administrative experience
  • Proficient in web-based collaboration suites such as Google Apps (Drive, Documents, Sheets, ), web content and social media platforms including Facebook and Twitter
  • Proficient in Microsoft Office including Word, Excel, and Outlook, and ability to learn new software
  • Familiarity with calendaring and task management software
5

Benefits Assistant Job Description

Job Description Example
Our growing company is hiring for a benefits assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for benefits assistant
  • Deliver quality coverage comparisons for both new and renewal business
  • Interaction with carriers and TPA’s, gathering data for submission to carriers, collection of quotes and entering data into spreadsheets and follow up with carriers
  • Preparing RFP’s
  • Initial client set-up and collection of relevant data, maintenance of activities associated with our internal accounting/tracking system (EPIC)
  • Resolving day to day client inquiries and coordination of 5500 filings
  • Support the Benefits team with various projects like annual enrollment, ongoing business demand of hires and terminations, updating and creating process guidelines and documents, and support the team with any other miscellaneous daily tasks
  • Responsible for processing all benefit invoices in a timely manner
  • Answering the benefits phone line and emails while maintaining a high level of customer service
  • Reconciling and processing health care bills
  • Compiling reports of internal data as needed
Qualifications for benefits assistant
  • Demonstrated high level of attention to detail and time management skills
  • Ability to work with challenging people
  • Experience in human resources, specifically benefits
  • Some college coursework, especially in human resources
  • High School Diploma or its equivalent with one (1) or more years of experience in the field or in a related area
  • Associate’s Degree in Business Administration, Human Resources or equivalent

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