Benefit Analyst Resume Samples

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AL
A Lubowitz
Annalise
Lubowitz
25837 Tromp Loaf
Dallas
TX
+1 (555) 806 5045
25837 Tromp Loaf
Dallas
TX
Phone
p +1 (555) 806 5045
Experience Experience
Boston, MA
Benefit Analyst
Boston, MA
Marvin, Haley and Barton
Boston, MA
Benefit Analyst
  • Provide analytical support and assist with development of presentations and reports
  • Analyze legislative and regulatory summaries and ensure compliance for all client work. Adherence to all established standards
  • Answer participant calls; follow-up with research on participant questions and paperwork (applies only to the Pension Administration Services group positions)
  • Develops and documents claim strategy for ongoing claim management of each file and periodically assesses the effectiveness of the action plan
  • Contribute to the development of benefit program recommendations and strategies for improved employee engagement
  • Share information with Benefit Analysts and others to create a good network of information within the Department
  • Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers
San Francisco, CA
Client Benefit Analyst
San Francisco, CA
Bergstrom, Herman and Gaylord
San Francisco, CA
Client Benefit Analyst
  • Run customized and scheduled reports, manage performance guarantee tracking, and report distribution for internal and external clients as requested
  • Provide project and administrative support to the team
  • Applies configuration coding to effectuate change as specified in benefit change requests
  • Analyzes complex benefit plan designs to identify claims processing options
  • Creates and maintains documentation of clients’ plan designs, detailing any custom maintenance processes and configuration best practices
  • Provide operational support for assigned Medicare or Commercial benefit implementation, on-going plan changes and renewal activity
  • Review, analyze and verify intent of assigned benefit set ups as they relate to Medicare or Commercial products and programs
present
Los Angeles, CA
Senior Benefit Analyst
Los Angeles, CA
Shanahan, Schultz and Witting
present
Los Angeles, CA
Senior Benefit Analyst
present
  • Assist with the wellness initiatives and programs, including coordination with our wellness providers and local healthy culture councils
  • Communicate portal updates and changes to the Content Management Specialist and/or HRO partner
  • Analyze trend reports, issues management, and data collection reporting
  • Prepares materials for decision makers
  • Assist the H&W benefits communication strategy in conjunction with HR Communications
  • Troubleshoot data discrepancies between systems, assist to identify root cause of errors and test corrections
  • Respond in a timely manner to issues escalated from HR Service Delivery, errors, or direct participant inquiries
Education Education
Bachelor’s Degree in Chemistry
Bachelor’s Degree in Chemistry
Webster University
Bachelor’s Degree in Chemistry
Skills Skills
  • Strong organizational, analytical skills and strong attention to detail
  • Solid analytical skills as well as the ability to negotiate with people
  • Managing the quality and timeliness of client deliverables
  • Ability to follow through and successfully execute tasks while adhering to quality standards
  • Basic accounting knowledge, including debits and credits
  • Strong customer service orientation
  • Excellent communication skills
  • Highly organized
  • Proficiency with computer platforms and applications
  • Excellent analytical & organizational skills
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15 Benefit Analyst resume templates

1

Senior Benefit Analyst Resume Examples & Samples

  • Act as the single point of contact liaison with internal and external contacts, including internal HR Service Delivery and Payroll staff, Finance, and Legal Affairs as well as all external vendor partners to ensure operational efficiency, fiscal accountability, and adherence with plan documents
  • Supports plan design and strategy
  • Prepares materials for decision makers
  • Uses Plan Documents, Summary Plan Description(s) and other reference materials to address and resolve escalated plan inquiries from current and former employees
  • Respond in a timely manner to issues escalated from HR Service Delivery, errors, or direct participant inquiries
  • 3-5 years experience within retirement benefits specialty area
  • Excellent verbal and written communication skills, demonstrating the ability to deliver somewhat complex information in an easily understood manner
  • Demonstrated customer service skills, having the ability to interact effectively with all levels of employee & management
  • Excellent analytical and problem solving abilities, demonstrating an attention to detail and audit capabilities
  • Experience in corporate benefits environment
2

Benefit Analyst Resume Examples & Samples

  • Basic accounting knowledge, including debits and credits
  • 3+ years of relevant accounting experience
  • Strong experience with Microsoft Excel
  • Experience with reconciliations
  • Flexibility and ability to work in a fast-paced environment
3

Univers Benefit Analyst Resume Examples & Samples

  • Develops the Univers Plan Design Document (PDD) for each client, utilizing extensive benefits knowledge and understanding of the client’s specific plans; primarily responsible for the accuracy and completeness of the PDD and communications screens for each assigned case
  • Works closely with the Univers Technology division to build the enrollment application to ensure a successful enrollment experience for the Client
  • Interacts with internal implementation team members to help ensure a successful enrollment experience for each Client
  • Interacts with various insurance carriers to ascertain voluntary product specifics. Responsible for confirmation of all voluntary benefit offers, commission documentation and requested case set up documents
  • Performs the system demo with the client/broker prior to enrollment start date
  • Builds Training curriculum and define training plan. Facilitates training with the Case Managers and/or Counselors before the start of each individual case
  • Minimum of 5 years experience in benefit plan administration
  • Holds and maintains and active Health and Life License
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company
  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy and attention to detail
  • Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables
  • Ability to manage and negotiate multiple priorities and deadlines
  • Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
  • Industry recognized benefits designations
4

Defined Benefit Analyst Resume Examples & Samples

  • Analyzes database requirements of the user department, applications programming and operations
  • Submits recommendations for solutions that require definition of the physical structure and functional capabilities of databases and require data security and data backup/recovery specifications
  • Proposes detailed specifications and flowcharts and coordinates installation of revised or new systems
  • Creates schemas and sub-schemas in consultation with supervisor and application project team
  • Sets up and performs backup and recovery procedures
  • Works with Data Administrator, or appropriate staff, to transform business requirements into logical data models
  • Converts logical data models into physical databases
  • Performs monitoring and tuning for performance and storage management
  • Develops transaction logging and security features
  • Understands and uses normalization methods and design methodologies
  • Provides database assistance and problem support to application developers, business analysts and business users
  • Possesses and applies a broad knowledge of database principles, practices and procedures of a particular field of specialization to the completion of moderately difficult assignments
5

Client Benefit Analyst Resume Examples & Samples

  • Bachelor's Degree - Other: General Studies (Required) Years of Relevant Work Experience 0 - 2 Years
  • Excellent interpersonal and communication skills – both written & oral
  • High level of initiative and self motivation
  • Proven ability to independently analyze and problem solve
  • Strong strategic thinking and innovation skills
  • High sense of urgency/initiative
  • Technical ability
6

Client Benefit Analyst Resume Examples & Samples

  • Act as secondary day-to-day contact for translating client intent and operational needs for clients and Account Management. Handle daily request tracking, reporting requests, and general inquiries. Resolve issues when possible and escalates as needed
  • Run customized and scheduled reports, manage performance guarantee tracking, and report distribution for internal and external clients as requested
  • Complete special projects and support task forces as assigned
  • 0-2 years relevant experience
  • Strong PC skills and knowledge of Microsoft Office Suite and SharePoint, email and Internet; Excellent verbal and written communication and presentation skills highly desirable; Strong analytical problem solving skills
  • Knowledge of the health care and PBM industry and its products and services
  • PC Skills including Microsoft Office and SharePoint
  • LI - AG1
7

Senior Benefit Analyst Resume Examples & Samples

  • Adhere to all organizational SOPs and Compliance standards; provide subject matter input as it relates to checklists and SOPs; comply with CBA CEM document and retention requirements
  • Provide assistance to team members with issues needing technical expertise and client specific requirements interpretation. Provide on-the-job training for new or existing team members
  • 2-5 years relevant experience or Master’s degree and 0-2 years of relevant experience
  • Preferred experience in PBM and benefit set up knowledge
  • Strong PC skills and knowledge of Microsoft Office Suite and SharePoint
  • Excellent written and oral communication skills along with demonstrated presentation skills
  • Ability to work collaboratively with other departments to resolve complex issues with innovative solutions
8

Senior Client Benefit Analyst Resume Examples & Samples

  • Accurately translate client requests related to product requirement adds and changes across all business units to ESI systems by following department policy and procedures, training guides, and the use of other resources as needed. This is accomplished by conducting a detailed analysis of every request, proactively consulting with both internal and external customers, and capturing the requirements to meet client and member needs. Manage and track all requests to ensure timelines are met including the proactive management of client specific performance guarantees
  • Manage the communication and deployment of product requirement adds or changes to appropriate business units such as Account Management, Implementation, Client Benefit Administration, Eligibility, Participant Materials, IT, Network Contracting and Operations, Client Contracting, and Underwriting, and Clinical Program Management
  • Manage requests to ensure high quality results are consistently met for ESI clients and members mitigating financial and/or member disruption. This is accomplished through sound critical thinking skills and the consistent application of departmental processes and verification
  • Engage in projects as a participant as needed and successfully meet all project requirements including timeliness and accuracy
  • Bachelor’s degree or 8 – 11 years of equivalent work experience
  • 2-5 years relevant experience or Master’s degree and 0-2 years of relevant experience; Preferred experience in PBM and benefit set up knowledge
  • Detailed oriented with strong analytical and problem solving skills
  • Ability to manage timelines and meeting tight deadlines
  • Ability to adapt in a dynamic work environment and make independent decisions
9

Senior Client Benefit Analyst Resume Examples & Samples

  • Provide operational support for assigned Medicare or Commercial benefit implementation, on-going plan changes and renewal activity. Configure client requirements directly into Foundation 14 (real-time)
  • Review, analyze and verify intent of assigned benefit set ups as they relate to Medicare or Commercial products and programs. Identify and communicate need for customization to support client benefit requirements; attend client calls/meetings as needed; attend internal validation /CLASS meetings; identify interdependencies with cross-functional programs; run customized/scheduled reports, manage performance guarantee tracking and report distribution for internal/external customers as requested
  • Bachelor's Degree - Other: General Studies (Required) Master's Degree - Other: General Studies Years of Relevant Work Experience 2 - 5 Years
10

Client Benefit Analyst Resume Examples & Samples

  • Translating ESI policies for criteria configuration and implementation
  • Working with clinical team members to ensure appropriate criteria is implemented and meet both client and ESI intent with respects to ePA and execution in CRD
  • Participate in cross function teams throughout the organization to enhance outcomes and utilization of the ePA channel
  • Work within the Pega ATK system and coding parameters
  • Bachelor’s degree in Chemistry, Biology or related field or 6-8 years relevant work experience
  • Solid experience in leading solid resolutions
  • Strong PC skills and knowledge of Microsoft Office Suite
  • High level of initiative and self-motivation
  • Technical acumen
11

Benefit Analyst Resume Examples & Samples

  • Analyze and translate pension plan documents to complete or provide final peer review of basic pension calculations performed by others ensuring accuracy against plan documents for defined benefit pension plans. Use this knowledge to design, develop, or update system, calculator, database and web, and for the testing of systems and tools
  • Identify and resolves issues that affect accuracy. Suggest process improvements to management
  • Audit and reconcile pension data to set up historical data or to maintain current data. Report and work with client to resolve discrepancies
  • Answer participant calls; follow-up with research on participant questions and paperwork (applies only to the Pension Administration Services group positions)
  • Assist in new client transitions by drafting calculation, web and process manuals or specifications, trust processes, participant communication and other projects given by the transition team
  • Project management responsibility for client processes, ensure tests are completed thoroughly and timely, and identify items outside our scope of services
  • Provide guidance and training to client teams and serve as a subject matter expert. Professionally and effectively communicate with team- internal or external- regarding status, delivery dates and risks
  • Analyze legislative and regulatory summaries and ensure compliance for all client work. Adherence to all established standards
  • 3-5 years of defined benefits experience and/or experience automating solutions for pension benefit calculations
  • Intermediate to advanced skills in Microsoft Excel and Word
  • Working knowledge of actuarial concepts and calculation methods, e.g. actuarial factors and commutation functions. Solid knowledge of the IRS code and DOL rules and regulations as they apply to defined benefit plans and procedures including: the Pension Protection Act, 401(a)(17), 415(b), 417(e), Relative Value and RASD
  • Ability to work in a team environment with rapidly changing priorities and demands. Demonstrated leadership experience within a team environment
  • Excellent interpersonal skills; strong oral and written communications skills; ability to communicate technical information in a way that others can understand. Ability to interpret plan documents, provisions and administrative practices
12

Senior Client Benefit Analyst Resume Examples & Samples

  • Review, analyze and verify intent of assigned benefit set ups as they relate to Medicare or Commercial products and programs. Identify and communicate need for customization to support client benefit requirements; attend client calls/meetings as needed; attend internal validation; identify interdependencies with cross-functional programs; run customized/scheduled reports, manage performance guarantee tracking and report distribution for internal/external customers as requested
  • 2-5 years relevant experience or Master’s degree and 0-2 years of relevant experience; Preferred experience in PBM and benefit set up
  • LI-KM
13

Benefit Analyst Resume Examples & Samples

  • Focus is on implementation of marketing plans and initiatives
  • Assists in the development of account specific marketing plans
  • 2 or more years related experience
14

Benefit Analyst Resume Examples & Samples

  • Accountable for all client deliverables and procedures related to benefit plan design changes for implementations, renewals and ongoing administration
  • Support client delivery teams in reviewing technical requirements, test plans, training materials and procedure documents
  • Participate and/or facilitate meetings with clients, carriers and other internal departments
  • Proactively identify risks and provide proper escalation for high level resolutions
  • Maintain best practices and proactively recommend opportunities for efficiency improvements
  • Coach and train internal members of the benefit administration team on best practices and client-specific knowledge
  • Bachelors degree in Benefits Administration, Human Resources or equivalent work experience is preferred
  • Minimum of 2 years experience in an employee benefits capacity
  • Intermediate knowledge of Microsoft Excel (i.e. mail merge, sorting/filtering, formulas)
  • Experience working through an open enrollment or annual renewal benefits cycle preferred
  • Client-facing experience is preferred
  • Experience within a health care, health and welfare consulting, insurance brokerage, human resources consulting, or employee benefits related industry is highly preferred
  • Proven ability to successfully manage multiple projects of various complexity simultaneously, prioritize projects, meet deadlines, and operate in a fast-paced work environment
  • Excellent troubleshooting, problem solving an decision making skills
  • Ability to work well independently and as a team member
  • Ability to follow through and successfully execute tasks while adhering to quality standards
  • Proficiency in the Microsoft Office Suite, including but not limited to Word, Excel, Access, Project, and Outlook
15

Benefit Analyst Resume Examples & Samples

  • Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation
  • Bachelor degree strongly preferred
  • Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements
  • Maintain a valid Driver’s License and dependable transportation
  • Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas
  • Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
  • Above average analyzing, problem solving and planning/organizational techniques are essential
16

Benefit Analyst Resume Examples & Samples

  • Generally has a supporting role in larger, more complex placements and may have a leading role in smaller, less complex placements
  • Works closely with Producers and other client-facing teams to understand a prospect’s needs
  • Submits coverage specifications and obtains quotes from potential carriers
  • Provide analytical support and assist with development of presentations and reports
  • Prepare Requests for Proposals (RFP) for market and perform analysis of submissions
  • Assist in underwriting and projections for annual budgets
17

Benefit Analyst Resume Examples & Samples

  • Outstanding customer service and ability to work collaboratively with other departments
  • Ability to work under tight time constraints, handle sensitive data, and multi-task so that deadlines can be met
  • Previous experience with HRIS systems such as PeopleSoft or ADP, PeopleSoft preferred
  • Ability to travel 10%
  • 5 plus years of benefit administration experience
18

Benefit Analyst Resume Examples & Samples

  • Responsible for all ongoing operational benefit activities requiring daily interaction, providing direction to vendors, HRBP’s, employees and other key stakeholders
  • Partnering with the Benefit Manager, planning and driving various projects, executing strategic initiatives
  • Analyzing data monitoring enrollment, claims tracking, trends, vendor SLA’s and providing routine metrics
  • Research and resolve benefit issues, communicating as needed
  • Lead ongoing compliance effort. Ensuring all plan filings and audits are performed to maintain compliance including but not limited to ERISA, HIPAA, DOL and IRS. Responsible for all government filings, and required participant communications
  • High School graduate, 4-year college degree is preferred
  • Three to five years’ work experience as a Benefit Administrator and three to five as a Benefit Analyst
  • Experience with international benefit plans is a plus
  • 40-hour workweek plus periodic overtime is required
  • Knowledge, Skills, Abilities and Competencies
  • Demonstrates a strong working knowledge of ERISA, DOL, IRS, Cobra, ACA regulatory environment and ability to interpret and apply to company benefit plans ensuring compliance
  • Demonstrates knowledge of current employee benefits programs and best practices
  • Performs the majority of work with minimal supervision
  • Identifies issues affecting work progress and suggest solutions
  • Assists in cost/benefit analysis
  • Respectful teamwork and collaboration with other functional teams and vendors is required
  • Ability to organize work, set priorities, and manage multiple tasks throughout the day/week
  • Requires ability to skillfully navigate problem resolution system and other related applications
  • Proficient in Microsoft Office Products (Word, Excel, PowerPoint, etc)
  • CEBS is a plus
19

Benefit Analyst Resume Examples & Samples

  • To maintain information on the international benefit arrangements within the MercerGold+ database, through the local HR and Finance structure in conjunction with the Global Broker
  • Monitor and review on an ongoing basis the operation of the international benefit arrangements within the Benefits strategy, policy and frameworks for reporting to the International Pensions sub-committee
  • Conduct complex analysis of benefit plan utilization, trends and costs
  • Assist with plan compliance activities including timely filings and gathering data for annual plan audits and valuations
  • Assist with the annual renewal of the Overseas Global Life Assurance (OGLA) arrangement and claims
  • Manage administration queries relating to the Thomson Reuters Overseas Pension Plan including queries from internal HR and payroll teams and members and assist in reviewing governance documents and employee communications
  • Assess opportunities for efficiencies and process improvements
  • Contribute to the development of benefit program recommendations and strategies for improved employee engagement
  • Consult with the team in development of metrics / dashboards, interpret the analysis and help deliver synopsis
  • Complete benchmark surveys and assess results
  • Prepare comprehensive reports for management and benefit committee meetings
  • Assist in Mergers and Acquisitions by gathering data, preparing due diligence plan comparisons and high level summary analysis
  • Support benefit team on day to day administration, resolving escalations, individual queries, special projects and initiatives
  • Update job knowledge by participating in educational opportunities, including reading professional publications, maintaining personal networks, and participating in professional organizations
  • Support Reward Operations Team on Workday process and testing, as needed
  • Support the collection of, organization and reporting of Wellbeing data for the Wellbeing team (including Accelerate, EAP and other initiatives)
  • Experience with a wide variety of benefit programs including retirement (DB and DC) health & welfare plans, ancillary benefits, and HR policies
  • 3+ years experience in, ideally, a benefits-focused role
  • Experience working in a large, global organization is preferred
  • Knowledge of common practices, industry issues, and business trends concerning benefit programs, including insurance vendor marketplace, plan designs, and benefit cost factors
  • Demonstrate analytic and problem solving skills in a dynamic environment with competing demands on time and resources
  • Effective communicator at all levels, and customer service driven with a focus on delivering accurate and timely results
  • Anticipates customer needs and identifies solutions
  • Advanced Microsoft Excel skills (e.g. competent with pivot tables and V-look-ups), Powerpoint and HR database knowledge (e.g. Workday)
  • Numerical with high attention to detail
  • Team player that is responsive and eager and independently contributes to projects and initiatives and can work with minimal supervision
20

Client Benefit Analyst Resume Examples & Samples

  • Provide operational support for assigned Medicare or Commercial benefit implementation, on-going plan changes and renewal activity
  • Review, analyze and verify intent of assigned benefit set ups as they relate to Medicare or Commercial products and programs. Identify and communicate need for customization to support client benefit requirements; attend client calls/meetings as needed; attend internal validation/CLASS meetings; run customized and scheduled reports, management performance guarantee tracking and report distribution for internal/external clients as requested
  • Adhere to all organizational SOPs and Compliance standards; provide subject matter input as it relates to checklists and SOPs
  • Assist with operation input related to new product development; identification, research and resolution of operational issues; provide training and mentoring for new team members, off-shore and contingent employee resources
  • Comply with CBA CEM document and retention requirements
  • Bachelor’s degree or six to eight years of equivalent work experience
  • LI - NN1
21

Benefit Analyst Resume Examples & Samples

  • Provide day-to-day oversight of health and wellness vendors (Anthem, Express Scripts, Optum, Meritain, AIG)
  • Recent college grad encouraged to apply
  • Bachelor's degree required; Preferred disciplines include Human Resources, Business Administration or related field; interest in employee benefits as a career is highly desirable
  • Previous internship in HR, Experience working in a Human Resources environment or knowledge of benefit-related regulations and requirements is a plus
  • Excellent organizational skills and ability to prioritize tasks and balance multiple projects simultaneously
  • Superior professional verbal and written communication skills required with the ability to frame communications for intended audience including the ability to create concise, intuitive charts and visuals in Microsoft PowerPoint and facilitate group meetings in person and via web
  • Ability to review and evaluate complex information and make recommendations
  • Must be detail oriented, self-motivated, display excellent follow through skills and able to work independently and within a team environment under general direction/supervision
  • Strong analytical and decision-making skills and attention to detail required
  • Strong critical thinking, collaboration and problem-solving skills required
  • Ability to retain confidential information
22

Benefit Analyst Resume Examples & Samples

  • Work on insurance carrier selection and the bidding process (both new & renewal) with Principals, Account Executives, and/or Account Managers
  • Analyze proposals, inclusive of rates and benefits
  • Review bid results with Principals, Account Executives, and/or Account Managers
  • Maintain our Agency Management System
  • Track renewals and proposals
  • Coordinate and prepare materials required for formal client presentations
  • Participate in presentations with Principal or Account Executive as requested
  • Prepare and coordinate announcement material for enrollment process for sold or transferred business
  • Work with carrier representatives to coordinate activity for a smooth implementation of new plans
  • Coordinate and conduct employee open enrollment meetings as requested
  • Coordinate “Administrative Installation” with insurance carrier representatives and participate in installation meetings
  • Prepare files and other records needed for Barney & Barney
  • Participate in market research projects
  • Keep abreast of the marketplace
  • Maintain the professional standards established by Barney & Barney when working with clients
  • Provide back up to other Benefit Analysts as needed
  • Share information with Benefit Analysts and others to create a good network of information within the Department
  • 5 years office administration experience in a fast paced, service oriented professional office environment, and a minimum of 1 year experience directly related to the responsibilities noted above is required
  • Obtain and/or maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements
  • Must be well organized, dependable and team oriented with the ability to prioritize. Analytical and problem solving skills are essential
  • Ability to exercise independent judgment and initiative within established guidelines
23

Benefit Analyst Resume Examples & Samples

  • Works with client team to determine bid and renewal strategy for mid-market client accounts
  • Provides detailed plan design and cost information to service team
  • Requests census and RFQs from client, primarily for ancillary coverages
  • Prepares RFPs for client renewal or prospective groups, to include employee census , current and renewal plan design, rate information, and historical claims experience data
  • Produces cost / benefit analysis for inclusion in client presentations
24

Benefit Analyst Resume Examples & Samples

  • 5 or more years related experience
  • Insurance licensing
  • Professional designation preferred, such as CPCU, CIC or ARM
25

Benefit Analyst Resume Examples & Samples

  • Marketing efforts – gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); summarize the responses from the RFP in Excel or Power point format for presentation to the client by Mercer team members
  • Cost projections and vendor renewal workups – gather data from the client and vendors and enter data into Excel spreadsheets to develop cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings
  • Plan design – gather data from the client and current vendors needed for analyzing the impact of a client’s in-force or new healthcare plan designs; typically involves organizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data
  • Delegating to and reviewing project work of more junior colleagues
  • Assisting with the preparation and delivery of clear and concise client-friendly communications
  • No prior H&B experience required
26

Benefit Analyst Resume Examples & Samples

  • Research prospective organizations and center of influences, identify decision makers and influencers of those organizations, and prioritize growth opportunities
  • Coordinate meetings with prospective clients and assist in developing presentation materials, researching market differentials to establish a competitive edge
  • Support opportunities for the organization participation in relevant industry conferences, aligning the themes and speakers, developing presentation materials, and coordinating post conference follow up
  • Utilize the organization customer relationship management database, ensuring all information is current, and accurate, and managing related queries and reports
  • Work closely with the organizations operation team to facilitate a smooth on-boarding experience for new clients
27

Senior Benefit Analyst Resume Examples & Samples

  • Bachelor’s degree required or equivalent work experience; Professional benefit certification preferred
  • Minimum 5 years benefit experience in corporate environment
  • Experience working for large national employer in daily benefits administration strongly preferred
  • Working knowledge of Microsoft applications (Excel, Word, PowerPoint); Working knowledge of Lawson and bswift preferred
  • Above average critical thinking and reasoning skills
  • Adaptable/embraces change
  • Ability to function in a team environment, and as an individual contributor
  • Demonstrate exceptional oral and written communication skills
  • Ability to read and interpret documents
  • Ability to work a minimum of 40 hours per week, based on the needs of the business
  • Ability to work weekends, holidays and evenings as needed
28

Benefit Analyst Resume Examples & Samples

  • 1) Preparation and submission of requests for proposal to insurance carriers
  • 2) Gather/compile client census data for benefit plan quoting purposes
  • 3) Review of carrier proposals, providing analytical and technical support to Account Manager
  • 4) Compile benefit plan quotes and other reporting into Microsoft Excel for comprehensive comparison
  • 5) Participate in the preparation and distribution of benefits communication and educational materials
  • 6) Provide client service for eligibility, enrollment and claims issues
  • 7) Answer telephone or schedule in-office meetings and assist customers who inquire about purchasing individual health insurance
  • 8) Enroll individual clients in medical, dental, vision, life and/or disability insurance plans
  • 9) Update date in Customer Relationship Management (CRM) software. Training provided on specific software
  • Work well in a team environment; take instruction
  • Advanced proficiency using Microsoft Excel
  • Familiar with or prior use of Microsoft Outlook
  • Extremely organized with ability to multi-task
  • Ability to manage time and prioritize tasks
  • Proficiency working with numbers
  • Experience in a customer service role
29

Benefit Analyst Resume Examples & Samples

  • An achiever – driven to accomplish the goals set before him/her
  • Strategic in nature, sorting through the myriads of details and projects and coming out on the other side with order and purpose
  • Thrives by building relationships with whom he/she works
  • Excellent computer skills – is an expert in MS Word, Excel and PowerPoint and able to learn new systems and programs, such as Benefit Point system, carrier reporting system
  • Highly organized & accurate
  • Independent thinker, offering suggestions for new and forwarding practices
  • Handles many simultaneous projects efficiently and effectively
  • Operates in a fast-paced, energetic environment and welcomes change
  • Creates or modifies processes/procedures to simplify tasks
  • Strong communication skills (verbal and written forms; on the phone and in person) – learns and exemplifies the HUB Essential 7
  • A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred
30

Benefit Analyst Resume Examples & Samples

  • Manages benefit premium payroll deductions by calculating retroactive charges and refunds of premiums and uploads into payroll bi-weekly
  • Performs data entry, reconciliation and auditing of payroll benefit deductions for accuracy for all health and welfare benefit offerings, including, medical, dental, life and disability, 401(k), supplemental benefits, etc
  • Prepare, reconcile and submit to Treasury the bi-weekly premium withholdings from employee checks to flexible spending accounts, health savings accounts and 401(k) for funding. Monthly payroll data is processed for the Union Pension Plan
  • Prepare reconciliation for 401(k) plan comparing contribution, employer match and loan payment against electronically transmitted file submitted to 3rd party provider
  • Reconcile and process plan payments to vendors
  • At least 5 years’ experience in Benefits analysis/accounting
  • Proficiency with integrated HRIS systems, Microsoft Excel and other MS Office tools
  • Prior experience working in a human resources/benefits department
  • Excellent communication and reporting skills
  • Excellent analytical & organizational skills
  • Proven critical thinking skills
  • Experience and familiarity with Sarbanes Oxley
  • Motivated individual with ability to work independently as well as in team environment
  • Flexibility to multi-task and adjust to changing requirements, schedules and priorities
31

Business Benefit Analyst Resume Examples & Samples

  • Help identify / prioritise relevant tracking metrics and appropriate data sources
  • Ensure that projects have benefit tracking dashboards in place prior to go-live
  • Monitor and liaise with Global Service Centre to ensure that measurements are relevant, correct and timely
  • In case of project changes, provide input to the overall recalculation of benefits and ensure continuous updates to the related tracking mechanisms
  • Support Business Change Leads and work with project teams to articulate the benefit case in accordance with established standards
  • Support timely publication of Benefit Booklet and up-to-date content
32

Senior Benefit Analyst Resume Examples & Samples

  • Support the Director of Benefits in the administration of all benefit programs for all health and welfare plans
  • Administers the qualified and non-qualified LTD plans
  • Prepare and review the monthly claims analysis
  • Aid the coordination of Summary Plan Descriptions and vendor booklets
  • Assist with the maintenance of the financial aspects of H&W plans including, monitoring vendor costs and aiding Finance, Audit and Accounting as needed
  • Assist the H&W benefits communication strategy in conjunction with HR Communications
  • Test annual enrollment system functionality
  • Analyze trend reports, issues management, and data collection reporting
  • Coordinate Tier 3 benefits issue escalation from the Employee Service Center and ensure dispute resolution
  • Communicate portal updates and changes to the Content Management Specialist and/or HRO partner
  • Monitor data collection reports and test for accuracy
  • Coordinate disability program with pension plan, Workers' Compensation, and employee relations
  • Assist with the wellness initiatives and programs, including coordination with our wellness providers and local healthy culture councils
  • Participates with dependent/event audits in conjunction with Employee Service Center
  • Excellent written and verbal communication skills with strong customer/client orientation; ability to facilitate discussions to resolve issues and obtain consensus
  • A self-starter with initiative to drive projects and transactions to conclusion
  • Excellent organizational skills, ability to prioritize work and able to work on many task concurrently
  • Proficient with MS Office, advanced Excel skills essential; experience with data modeling techniques
  • Knowledge of benefits administration regulations including ERISA, FMLA, HIPAA and COBRA preferred
  • Relevant professional/technical certification preferred
  • LI-CH1
33

Client Benefit Analyst Resume Examples & Samples

  • Review, analyze and verify intent of assigned benefit set ups as they relate to Medicare or Commercial products and programs
  • Identify and communicate need for customization to support client benefit requirements; attend client calls/meetings as needed
  • Attend internal validation/CLASS meetings; run customized and scheduled reports, management performance guarantee tracking and report distribution for internal/external clients as requested
  • LI-NN1
  • Strong PC skills and knowledge of Microsoft Office Suite and SharePoint, email and Internet
  • Excellent verbal and written communication and presentation skills highly desirable
  • Strong analytical problem solving skills
  • Detailed oriented with strong analytical and problem solving skills; Ability to manage timelines and meeting tight deadlines
  • Strong customer service focus; Demonstrated ability to work with other departments/teams to resolve issues
34

Client Benefit Analyst Resume Examples & Samples

  • Manages the pre-assessment of benefit change requests by performing research and getting clarification to ensure appropriate configuration is applied and complexity levels, as well as associated due dates for completion, are assigned and communicated
  • Applies configuration coding to effectuate change as specified in benefit change requests
  • Analyzes complex benefit plan designs to identify claims processing options
  • Acquires a thorough understanding of MedImpact system logic for claims adjudication, system constraints, conflicting benefit logic configurations, benefit coding table designs, and plan – group – pharmacy carrier to benefit linking to ensure proposed design satisfies the intended solution
  • Ensures consistent customer satisfaction by proactively assuming the leadership role in benefit configuration and design through consultation and collaboration with external clients, client team members, and other internal business partners (including Benefits and Pharmacy configuration staff) to ensure that business requirements for benefit change requests are clearly understood, documented, developed, communicated, tested, and delivered flawlessly
  • Participates as a core member of the client team, actively engaged in successfully supporting client needs to support changes to benefit plan configurations, promptly responds to service failures, resolves issues, and escalates concerns as appropriate
  • Performs analysis of benefit projects, participates in technical design reviews, and gathers/documents client requirements and business specifications for client benefits projects
  • Reviews results of testing and validation processes to support completion of end-to-end testing and validation plans to ensure thorough and complete testing is conducted to validate new benefit plan configurations
  • Creates and maintains documentation of clients’ plan designs, detailing any custom maintenance processes and configuration best practices
  • Utilizes project planning, prioritizing, and organizational skills to ensure timely deliverables, high levels of quality, and efficient use of resources to achieve claims adjudication accuracy
  • Actively participates in the review and follow-up process of CFRs that resulted in a significant financial penalty to identify inefficiencies and opportunities for process improvements
  • Intermediate knowledge of MS Office: Word, PowerPoint, Outlook, and Excel
35

Union Benefit Analyst Resume Examples & Samples

  • Research and resolve open general ledger postings to ensure items are cleared
  • Coordinate with Account Reconciliation team and Payroll Reporting Specialists to resolve open issues
  • Run US and Canada evaluated status report for specialists
  • Manage third party union benefit audits
  • Create ad hoc queries to fulfill internal and external requests
  • Complete payroll audits and maintain list of all audits and current status
  • Collaborate with legal department on payroll audits to verify protocol is being followed
  • Provide excellent customer service to all internal and external departments; understands Kiewit’s core business and promotes a sense of urgency toward business critical issues
  • Collaborate with co-workers, internal and external Kiewit departments to promote continuous improvement
  • Assist in the preparation of union benefit payments, with auditing union benefit payments, supplemental payments and mailings, and with other department duties as needed
  • Manage assigned cases in Service Now
  • Reliable and consistent attendance
  • Perform other work related tasks as needed or assigned
  • Working knowledge of computers and experience in the use of Microsoft Outlook, Excel and Word
  • Minimum three years of general Accounting experience
  • Demonstrated pattern of success in meeting quality objectives
  • Demonstrates professional behavior and a positive attitude
  • Makes timely decisions with well-developed judgment, while considering alternatives, risks and other critical decision factors
  • Open to change and new information; able to rapidly adapt to changing conditions or unexpected obstacles; demonstrates flexibility in thought and action
  • Develops action plans with timelines in order to implement strategy; involves others in the process and incorporates best ideas into plan and gains buy-in through effective communication
  • Ability to research, recommend and implement process improvement/enhancements to create efficiencies within the department
  • Bachelor’s Degree in business or related field
  • Prior SAP Experience
36

Configuration Benefit Analyst Resume Examples & Samples

  • Demonstrate the ability to locate, research, comprehend, and appropriately apply 3rd party payer rules and regulations; analyze and resolve complex coding related claim denials in a manner that ensure accurate and optimal reimbursement
  • Proficient in Microsoft Office and claims application
  • Thorough understanding of ICD9-CM, ICD10, DRG methodologies, CPT-4, Outpatient Code Editor and National Correct Coding Initiative policies
  • Demonstrate clear and concise oral and written communication skills
  • Demonstrate strong decision making and problem solving skills; personal initiative to keep abreast of new developments in coding updates, technology, research, regulatory data; detail oriented and ability to meet deadlines
  • Ability to adjust successfully to changing priorities and work load volume
  • Audit and confirm the coding of diagnoses and procedures relevant to resolve the billing/coding edits
  • Review appropriate regulatory references to identify/substantiate diagnoses, procedures and modifiers that support services billed
  • Implement and adhere to change management requirements through compliance, legal, operation for reporting, approval signatures, and maintenance of changes
  • Takes initiative to query the physicians for documentation or clarification to justify services
  • Works in conjunction with Business Analyst and the operational team for follow up, resolution, and trending of coding related denials and appeals
  • Maintains required productivity standards
  • Tracks opportunities for documentation, reimbursement and coding improvement competing projects and deadlines
  • Provides information and feedback daily on coding related issues, edits, denials, reimbursement trends, and coding errors to Operational Management and Medical Management
  • Ability to keep confidential information as such
  • Strong organizational skills and ability to manage multiple competing projects and deadlines
  • Associates degree in Business/Health Information Services, or equivalent coding experience
  • Successful completion of ICD 10 training courses
  • Analytic ability to organize and prioritize work to meet deadlines
  • Proficient in Microsoft Word, Excel and Visio
  • Excellent written and verbal skills required
  • Good judgment, initiative and problem solving abilities
  • Ability to handle and resolve complex issues with little assistance
37

Benefit Analyst Resume Examples & Samples

  • Coordinates and executes the implementation of new and existing clients
  • New Client Set-up Form
  • File Folders
  • Client Listings / Notifications
  • Hays Network & Systems
  • Brokerage Builder
  • Coverage Profiles / Benefit Books
  • Assists Account team in preparing requests for proposals and renewals of benefit coverages
  • Assists Consultant with review of contracts, summary plan descriptions, agreements, etc., for accuracy
  • Prepares and submits client utilization and financial reporting to Consultant and to client
  • Works with clients and markets to answer questions and resolve issues
  • Confers with Sr. Benefit Analyst to identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs
  • Reviews insurance circulars and bulletins to keep current on changes in the industry
  • Performs routine service functions for the clients
  • Participate in market meetings, seminars and training programs as directed
  • Keeps current with industry developments, legislative changes, and market updates and works with Account team to advise impact to client
  • Performs miscellaneous duties and projects as assigned. This may include involvement in presentations, client functions and meetings
  • Minimum of high school degree or equivalent
  • A general understanding and knowledge of the employee benefits area
  • Good written communication skills
  • Able to work independently and exercise judgement
  • Develops and maintains a working knowledge of Hays systems and processes. Strong computer skills utilizing the Microsoft Office products: Word, Excel, PowerPoint, Email, and Corel
  • 3 years’ experience in an insurance related field preferred
  • Demonstrates a sense of urgency and a proactive approach to meeting service requirements
  • Active Life/Accident and Health Insurance Agent License
38

Benefit Analyst Resume Examples & Samples

  • Works with client or prospective client to identify the group’s specific characteristics including; benefit needs, design, benchmarking/trend analysis, group demographics and/or employee census
  • Gathers information and provides analysis and recommendations to client’s existing coverages
  • Prepares RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data
  • Selects employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations
  • Reviews coverage contracts for accuracy of policy provisions
  • 6 - 8 years related work experience