Benefits Specialist

The Benefits Specialist is responsible for addressing first-level escalated benefits inquiries and executing daily Workday tasks related to life events, new hires, and other business processes. This role involves conducting end-user testing, coordinating logistics for benefits-related events, and collaborating with subject matter experts to enhance the knowledge base. The Benefits Specialist will also verify benefit eligibility, support vendor and administrative audits, and utilize various reporting tools to generate ad-hoc reports. Additional duties include managing department files, monitoring the team inbox, coordinating document gathering for legal requests, and serving as a back-up for team invoicing.

Responsibilities:

• Address first-level escalated benefits inquiries (H&GB and Retirement) from Associate Care using plan documents, SPDs, and team expertise for timely, courteous resolution.

• Execute daily/weekly Workday “Benefits Partner” tasks (life events, new hires, business processes, passive events).

• Conduct end-user testing using pre-defined cases/scenarios, document defects for Product Owners (“POs”).

• Coordinate site visits and logistics for open enrollment, benefits education sessions, fairs, and on-site vendor seminars (retirement & AAP).

• Coordinate with Benefits Knowledge SMEs to improve the knowledge base (HR Now, Viva Engage, misc. docs).

• Develop and design presentations using content provided by and collaborating with SMEs.

• Verify all benefit eligibility requests from vendor partners and COEs.

• Support vendor and administrative process audits, such as pharmacy, medical, retirement, and Workday benefits enrollments through report gathering and basic comparative analysis.

• Utilize multiple reporting tools to assemble ad-hoc census reports, benefit reports, payroll reports concerning enrollment, demographic data, payroll deductions.

• Provide monthly COBRA enrollment reporting to accounting & weekly ACH back-up invoices.

• Organize and maintain department files in accordance with record retention schedules.

• Monitor [email protected] inbox.

• Coordinate document gathering for QDROs, subpoenas, and QMSCOs.

• Calculate monthly Lincoln self-billing invoice.

• Serve as back-up for all benefits team invoicing.

Qualifications:

• Working knowledge of HR and employee benefit-related laws/regulations including ERISA, HIPAA, COBRA & FMLA.

• Knowledge of retirement and benefits eligibility and administration (1-3 years).

• Organizational skills to proactively manage and prioritize multiple responsibilities simultaneously.

• Proficient in Microsoft Office (365).

• Working knowledge of Excel including vlookups, pivot tables, and charts.

• Capable of creating engaging PowerPoint presentations.

• Ability to partner across cross-functional teams and/or work independently to accomplish assignments to completion by assigned deadlines.

• Ability to research and troubleshoot to identify discrepancies and inconsistencies in available information and explain variances.

• Ability to develop spreadsheets, reports, and visual presentations to help the data tell a story.

• Customer service orientation with the ability to effectively communicate and develop relationships with contacts at all levels.

#Hybrid

#LI-NK1

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at [email protected] for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.