Benefits Specialist Job Description

Benefits Specialist Job Description

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Benefits specialist provides guidance and educate team members on our leave policies such as FMLA, ADA, USERRA, Short and Long Term disability.

Benefits Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Ensure compliance in accordance with insurance related legislations, such as PPACA, ERISA, COBRA
Administer health and welfare plans and programs, including active and COBRA participants
Ensure benefits compliance with all appropriate federal, state and local laws
Manage the leave management process for all employees (FMLA, Personal, Military, STD/LTD)
Assist Team Members with questions – walk-ins and phone calls, providing information regarding group insurance, disabilities, 401(k), tuition reimbursement, COBRA, sick, PTO, personal holiday, vacation and other leaves
Administer the medical plan
Assist with communication and education to personnel and former personnel about benefit programs, procedures, changes and government-mandated disclosures
Provide exceptional customer service to office HR, vendors and all personnel, answering benefit questions in a timely manner and resolving problems related to payment of benefits, benefit plan eligibility and enrollment
Assist with all benefit-related documents and setup in HRIS
Monitor/audit all benefit-related payroll deductions and adjustments, ensuring accuracy

Benefits Specialist Qualifications

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

Licensing or Certifications for Benefits Specialist

List any licenses or certifications required by the position: CEBS, PHR, SPHR, CBP, CP, SHRM, FMLA, HR, EBS, ADA

Education for Benefits Specialist

Typically a job would require a certain level of education.

Employers hiring for the benefits specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Human Resources, Education, Business, Administration, Business/Administration, Associates, Finance, Communication, Health, Human Resources Management

Skills for Benefits Specialist

Desired skills for benefits specialist include:

COBRA
FMLA
ERISA
HIPAA
ADA
Excel
ACA
Policies and contracts
Federal
Applicable disability claims system

Desired experience for benefits specialist includes:

Coordinate transfer of data to external vendors, plan providers, auditors and consultants
Prepare and submit government-mandated reports
Coordinate employee wellness programs
Process assigned benefits-related billings, and coordinate the funding with the accounting department
Develop and document department procedures
Act as a backup to others in the department, as necessary

Benefits Specialist Examples

1

Benefits Specialist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of benefits specialist. 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 specialist
  • Keep abreast of current trends and regulatory issues surrounding benefit plan design and administration
  • Serves as a benefits liaison with benefits vendors and employees
  • Assists in the open benefit enrollment process
  • Assists in the coordination of the annual benefits fair
  • Assist in preparing metrics reports
  • Research, resolve and respond to all benefit related issues in a timely and accurate manner
  • Oversee and manage compliance testing for health and 401(k) plans
  • Responsible for the processing of all payroll related documentation according to company policy and procedures, ensuring accuracy and timeliness of employee payroll checks
  • Provide support to the benefits team
  • Administers health and welfare plans
Qualifications for benefits specialist
  • Demonstrated knowledge of benefits and HRIS systems
  • Experience in billing and account reconciliation required
  • Two years of comprehensive and successful benefit administration and account reconciliation experience required
  • Bachelor's Degree or equivalent experience in Accounting or Auditing
  • Prior experience in Benefits
  • Experience in eligibility, claim, and/or compliance processing
2

Benefits Specialist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of benefits specialist. 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 specialist
  • Administer various employee benefit programs, such as group medical, dental, vision, life and disability insurances
  • Handle administration of the 401(k) plan that is offered to temp and permanent employees
  • Provide benefit orientations and assist employees with insurance related inquiries
  • Process enrollments, changes and cancellations, and coordinate with payroll
  • Monitor employee eligibility for benefits
  • Verify monthly premium statements for all group insurance policies and maintain statistical data relative to premiums and costs
  • Resolve administrative problems with insurance agents and carrier representatives
  • Prepare / develop / update communication for employees regarding benefit programs
  • Prepare and maintain employee benefit files, ensuring accuracy, compliance and confidentially, maintain benefit section of HRIS
  • Assist with the renewal process of insurance plans and coordinate the open enrollment process
Qualifications for benefits specialist
  • Ability to be an advocate for employees and firm
  • Experience in Pension Administration industry
  • Understanding of Pension Administration operations and systems
  • Bachelor’s degree required and at least two years related experience or equivalent combination of education and experience
  • Personable, proactive, and able to work in fast paced environment
  • Analytical, project management and organizational skills
3

Benefits Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a benefits specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for benefits specialist
  • Prepare and assemble plan communication materials for new participants and terminating participants
  • Manage post-issue policy servicing
  • Process retirement fund transactions
  • Produce moderate to complex documents, including correspondence, presentations and spreadsheets
  • Organize and coordinate workflow
  • Perform all necessary calculations and compliance validations, and to review and handle members' inquiries thoroughly and professionally
  • Identify process exceptions and escalate incidents s or trends timely and accordingly
  • Support User Acceptance Testing (UAT) on functional enhancements and data issues, as needed
  • Managing all enrollments and terminations for the Company plans
  • Responding to and resolving employee inquiries via phone or email
Qualifications for benefits specialist
  • Knowledge of Labor, Employee Benefits and Employment Law
  • Intranet maintenance or website design a plus
  • Demonstrates ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Three to five years of employee benefits experience
  • Benefits and/or Retirement plan administration
  • Analyze data and interpret findings
4

Benefits Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a benefits specialist. 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 specialist
  • Setting up employees benefits payroll deductions
  • Calculating and submitting Monthly Union Pension and Dues payments
  • Collaborating with Payroll/Finance and other departments to ensure billing and payroll deductions are handled timely and accurately
  • Assisting with the coordination of the Annual Open Enrollment
  • Implement new benefit programs
  • Assists in obtaining statistics and information in renewal process of any Health, Life and Retirement plans that benefit the company
  • Process 401K Enrollments
  • Manage employees out on leave
  • Partner closely with the HR Business Partners and Payroll
  • Administer benefits enrollment for new hires, employee changes, and benefit terminations
Qualifications for benefits specialist
  • Ability to multi-task and meet multiple deadliness
  • Ability to read and write English and understand spoken English
  • 1+ year of Human Resources and Benefits experience
  • Knowledge and experience with Group Benefit Plans
  • Experience with Bill Reconciliation
  • Previous experience with setting up Audit systems
5

Benefits Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of benefits specialist. 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 specialist
  • Act as a liaison between employees and vendors regarding problems, questions, and appeals
  • Maintain, update, and create, as needed, benefits section of our internal communications portal
  • Establish new benefit processes as needed using existing systems and tools
  • Project manage Open Enrollment including disbursement of materials, communications, and data uploads
  • Proactively advise the Director of Benefits on issues, new regulations, and upcoming changes
  • Function as plan administrator for assigned benefits programs
  • Conduct monthly billing audit
  • Coordinate annual discrimination testing with benefits consultant
  • Participate in the planning and development of the overall benefits programs for salaried and union employees
  • Participate in the preparation and evaluation of bids for benefits plan providers
Qualifications for benefits specialist
  • Demonstrable subject matter expertise within the area of employee benefits for large global organizations
  • Annual employee benefits selection/renewal cycle
  • UK pension, flexible benefits and international benefits experience
  • Comfortable interacting with and presenting to colleagues and senior leadership members
  • Capable of working independently when required and collaboratively as part of a wider team
  • Prior insurance experience a plus

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