Benefits Associate Job Description

Benefits Associate Job Description

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Benefits associate provides day-to-day employee benefits support for all team member health and welfare benefits plans including enrollments, changes, and separations.

Benefits Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Works closely with HR Generalists in presenting benefit plan summary information during new hire orientation sessions or for new branches
Explains the features of company benefit policies, plans and procedures to employees
Assists with organizing and distributing annual and merger related open enrollment materials
Sends eligibility notices to employees and vendors and processes elections
Processes new hire benefits in HRIS/UltiPro system
Processes benefit terminations in the HRIS/UltiPro system
Processes changes in benefit status (adding/dropping dependents)
Acts as liaison to the health, welfare, and 401(k) third party administrators
Analyze potential operational improvement
Liaise with representatives from legal, tax, technology, audit as needed

Benefits Associate Qualifications

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

Licensing or Certifications for Benefits Associate

List any licenses or certifications required by the position: CEBS, PHR, HR

Education for Benefits Associate

Typically a job would require a certain level of education.

Employers hiring for the benefits associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Supervision, Associates, Business/Administration, Business, Healthcare Management, Public Health, Liberal Arts, Human Resources, Finance, Education

Skills for Benefits Associate

Desired skills for benefits associate include:

AD&D
COBRA process
Cost of associated premiums
Dental
LTD enrollments and changes
Life insurance
Prescription plan
Customer service principles
MS Word and Excel
Industry concepts and approaches to Employee Benefits

Desired experience for benefits associate includes:

Certified Employee Benefits Specialist (CEBS) or Qualified 401(k) Administrator (QKA) a plus
Assist in determining testing requirements, testing plans and conducting User Acceptance testing as needed across our various external vendors (i.e., H&IP and 401k vendors) internal applications, such as payroll and internally hosted benefits websites
Assist with the processing of short term disability claims - phone calls from Team Members and supervisors
Calculate and process all deductions/refunds necessary based on re-class date, or additions due to status changes
Assist in the administration of the 401(k) plan – assists with input into HR system
Responsible for administering and processing paperwork for the tuition reimbursement program

Benefits Associate Examples

1

Benefits Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a benefits associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for benefits associate
  • Assist in general benefits design duties
  • Review incoming forms for completion and accuracy
  • Strong PC skills including MS PowerPoint, Word, and Visio
  • You are an assertive, project-oriented individual who can work with minimal supervision and who is solutions oriented
  • Provide guidance to members on open enrollment issues, questions and concerns about benefit options which may include comparing and contrasting benefits during open enrollment, new hires and change of status
  • Investigating, assessing and recommending solutions to employee queries
  • Interpreting company policies and procedures, and advising employees and managers accordingly
  • Leveraging standardized global processes, tools, and technologies to ensure a quality service
  • Case management, analysis, tracking, and documentation
  • Managing day-to-day assigned tasks in accordance with SLAs, and OLAs
Qualifications for benefits associate
  • Must basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
  • Must have strong communication, interpersonal, and project management skills
  • Proficiency in accessing and conducting research via the Intranet
  • Fluency in a foreign language(s) spoken in any of the countries in which we operate preferred
  • Ability to speak English is necessary
  • Bilingual fluency in English & Spanish preferred
2

Benefits Associate Job Description

Job Description Example
Our growing company is looking for a benefits associate. 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 associate
  • Setting quality standard principles and providing likely solutions to BU obstacles
  • Suggesting practical solutions to day to day issues
  • Participating in projects and migrations as needed
  • Taking ownership and accountability of assigned tickets, whilst working collaboratively with other internal HR/Payroll/DM/Finance functions as required
  • Administer employee Leaves of Absence in compliance with company policies and legal requirements
  • With Senior Benefits Specialist, manage benefits vendor relationships
  • Develop global wellness program, including coordinating all health and wellness related seminars and the annual Benefits Fair(s)
  • Conduct new employee and wholesaler orientation in the US
  • Three years of related experience with 3-4 years of benefits administration experience
  • Creating, coordinating, implementing, and managing wellness programming for staff to reduce health risk, medical costs, and encourage healthy lifestyles through onsite fitness classes, biometric screenings, flu shots and more
Qualifications for benefits associate
  • 6+ years of employee benefits administration and/or HR experience
  • Previous management and development of Domestic and International Benefits desired
  • Must have excellent written and verbal communication skills and the ability to provide consultation in matters of high sensitivity and confidentiality
  • Ability to lead by example in the areas of work ethic, personal and professional development, resulting in maximum employee satisfaction and performance of tasks
  • Previous Lawson and/or SAP experience is preferred, but not required
  • Must have excellent computer skills in Microsoft’s Excel, PowerPoint, Word and Outlook
3

Benefits Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of benefits associate. 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 associate
  • Building partnerships with external brokers and vendors for accurate reporting and to tailor offerings for employees
  • Supporting the Human Resources and Benefits teams through cross-training and additional projects
  • Complete entry of data into our proprietary systems
  • Follow up with clients with written communications for missing data and errors
  • Quality review and checking
  • Build relationships internally and collaborate effectively on teams
  • Deliver work in accordance to project deadlines
  • Deliver on projects to meet or exceed client expectations
  • Respond to all communications effectively and in a timely manner
  • Assist with annual open enrollment preparation, order materials
Qualifications for benefits associate
  • Excellent verbal and written communication skills in English or French
  • Must be able to successfully interact with all CSS departments
  • Must have at least 2‐3 years of employee benefits administration or Human Resources experience
  • Must have proficient skills in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Must have excellent written and verbal communication skills and customer service for providing benefits consultation to employees
  • Bilingual English/Spanish, English/Korean preferred
4

Benefits Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of benefits associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for benefits associate
  • Provides services to participants to answer their benefit questions, resolve the most complex issues related to access to or payment of benefits
  • Prepares and communicates information to participants concerning benefit programs, procedures, changes, and government-mandated disclosures
  • Participates in the preparation and coordination of benefit plan audits for compliance with HIPAA, SOX, or other government regulations
  • Coordinates transfer of data and generates established reports for external vendors, plan providers, auditors, internal customers, management and consultants
  • Develops analytical skills, knowledge of current laws and regulations, and oral and written communication skills to effectively interact with internal and external contacts, including all levels of management, to handle multiple tasks and meet multiple deadlines
  • Develops comprehensive understanding of current financial benefit programs in maintaining compliance with state/federal law
  • Identifies and analyzes key performance measures for all financial benefits programs on a periodic basis
  • Uses basic data analysis skills to identify trends and assist in executing recommended educational initiatives, benefit plan changes, communication strategy, vendor changes, cost-sharing, etc
  • Manages regular data file transfer process from the HRIS system to third party administrator and resolve resulting errors / discrepancies from data loads
  • Documents regular controls and practices to validate the accuracy and efficiency of processes
Qualifications for benefits associate
  • Ensure appropriate framework to provide indicators for organization process goals and strategies
  • Apply original thinking and continuous improvement to processes, products, systems or services and manage change to better serve customer needs
  • You have an experience managing contractual provisions, including scope control and managing projects through to conclusion
  • Keeps management advised of potential problem areas and recommends/implements solutions as appropriate
  • Escalates questions that are beyond level of knowledge to appropriate party or to supervisor
  • Other related tasks may include benefit eligibility verification as it pertains to pensioners, beneficiaries and active employees (non-union and union)
5

Benefits Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a benefits associate. 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 associate
  • Assists with preparation of quarterly meetings for the Company's Benefits Administrative Planning Committee (BPAC)
  • Assists with the timely completion and submission of required reports, such as annual Form 5500 Provides information to finance department personnel and outside consultants and/or auditors for testing and preparation of reports
  • Participates in year-end financial benefits programs such as true-up matching contributions, profit sharing, excess savings plan contributions, compliance mailings
  • Assists employees with questions regarding the Company's financial benefits programs
  • Maintaining vendor contact to investigate claims discrepancies, provide information in non-routine situations and resolve administrative problems with the carrier representatives
  • Works with People Technology and IT for any new or changing file feeds
  • Supporting the annual Open Enrollment process by developing communication material, conducting employee presentations and providing general employee assistance and other tasks associated with the period
  • Performing additional duties as directed by Senior Director, Benefits
  • Take direction from senior Benefits Team members, not only from direct manager
  • Maintain 100% confidentiality with regard to employee/company data
Qualifications for benefits associate
  • Ability to work under pressure (short deadlines) and prioritize many responsibilities
  • 1-3 years in Benefit Communications
  • Experience and knowledge of benefit communications including health, welfare, pension and retirement benefits, legally required benefit communications, summary plan descriptions
  • Ability to work under stress with interruptions and deadlines
  • Associate’s degree and at least 1 year of benefits administration experience
  • Demonstrated ability to communicate clearly and concisely both verbally and in writing

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