Primary Functions: Coordinate all credit union and subsidiary benefit programs.
Duties and Responsibilities:
- Coordinate communication of all employee benefit programs. Respond to inquiries relating to employee benefits and records relating to employee benefits. Research employee benefit concerns, act as liaison between employees and insurance carriers. Coordinate with designated carriers to resolve disputes and discrepancies.
- Coordinate and perform employee benefit orientation classes. Provide eligible employees with insurance enrollment instruction through the Employee Service Center on a scheduled and as needed basis. Review automated enrollment to ensure compliance with policies and procedures.
- Monitor and maintain enrollment for the various employee and former employee benefit programs to include Retirement, 457, 401 (k), Health Care, Flexible Spending Arrangement, Life, Long-Term Disability, Travel Accident, Personal Accident, and Retiree medical insurance.
- Process monthly insurance billings for the credit union and CUSO's.
- Perform record file maintenance relating to employee benefit programs and coordinate with Employee Payroll as needed.
- Revise and extract various monthly listings and reports from HRIS system and create ad hoc Business Intelligence reports as required. Assist with the annual reporting required for the various benefits.
- Perform semi-monthly audits to ensure accuracy of information on assigned records and compliance with policies and procedures.
- Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent.
Creditable Experience in Lieu of Education: Not applicable
Experience/Skills: One year experience with employee benefits in an employer setting that utilizes multiple employee benefit programs or, one year experience with this credit union in a position that required acting in an advisory capacity with members; extensive interaction with various management levels and departments; and independent decision making. Strong interpersonal and communications skills required. Basic typing and experience with Microsoft Office Applications preferred.
Tenure: Benefits Specialist II (Category 12) requires six months tenure in the Benefits Specialist I (Category 13) position with performance that meets or exceeds expectations. Senior Benefits Specialist (Category 11) requires satisfactory performance in the Benefits Specialist I (Category 13) or Benefits Specialist II (Category 12) position with proven ability to manage an increase in the job responsibilities.Directly related work experience and/or accelerated training completion may be substituted for tenure.
