Benefits Assistant Job Description
Benefits Assistant Duties & Responsibilities
To write an effective benefits assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included benefits assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Benefits Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Benefits Assistant
List any licenses or certifications required by the position: CPR, BLS, CNA, AHA, VA, CEBS, HR, PCP, CPM, EEC
Education for Benefits Assistant
Typically a job would require a certain level of education.
Employers hiring for the benefits assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Human Resources, Business, Department of Education, Associates, Management, Business/Administration, Administration, Human Resource Management, Graduate
Skills for Benefits Assistant
Desired skills for benefits assistant include:
Desired experience for benefits assistant includes:
Benefits Assistant Examples
Benefits Assistant Job Description
- Research and respond to employee inquiries
- Process benefit enrollments and update/maintain benefits in the ADP system
- Serve as liaison between HR and third party administrators for various benefit programs
- Process monthly employee benefit billings
- Provide first line support for all benefit and disability queries
- Ad hoc projects for other benefit related duties
- Data entry for IRS reporting
- Information gathering, validating and matching
- 1099 and W-9 form completion
- Performing assessments and updated the records for annual tax filing
- Tax filing payment processing
- Other administrative duty requests
- Process two bi-weekly expense payrolls
- Coordinate with HR to get necessary action forms and enter and maintain system for new hires’ personal data, one off payments and ad hoc paycheck calculations
- Process employee timecards and serve as the final auditor of the entries
- Process tax and direct deposit forms after validating employee’s request
Benefits Assistant Job Description
- Conduct monthly and quarterly audits for benefit plans by using HRIS reporting
- Create benefit reports as needed
- Provide support with Health Fairs, Flu Shots and Wellness Events
- Assist with written benefit communications
- Maintain Benefits section of company intranet
- Will research and respond to telephone and email employee Benefit inquiries
- Track and audit HR data in Benefits and other systems
- Data entry of employee benefit changes and information into HRIS database
- Compose correspondence to employees and vendors
- Assist with preparation for multiple Health Fairs and Open Enrollment
- Personable, energetic, self-motivated
- Experience with Oracle enterprise HRMS tools a plus
- Strong Adobe Photoshop/design skills a plus
- Previous HR internship or experience a plus
- Knowledge of benefit language
- Excellent computer skills – must be proficient with Word, Excel, Outlook and Internet savvy
Benefits Assistant Job Description
- Will research and respond to telephone and email benefit inquiries
- Maintaining up to date instructions on labels and customized letter with employee name and enrollment effective date on Monthly Post Hire Mailings including variable hour group
- Provide back up to Benefits Specialist
- Sending monthly benefit enrollment reminders via e-mail
- Respond to benefits related inquiries via the telephone and email
- Use PeopleSoft to run queries
- Use Microsoft Excel to create spreadsheets and Microsoft Word to create benefits related correspondence (as needed)
- Assist with benefits projects (when necessary)
- Updating Client tracking system with coverages, renewals, commissions, SOX requirements (EPIC)
- Support Client Managers on basic service issues
- Ability to explain various health plans to Employee Partners
- Maintain accurate records/files
- One year in benefit related position preferred
- Consistent and punctual attendance is a job requirement
- Bachelor’s degree preferred, CA Life Insurance degree a plus
- Provide support to the Leader(s) of Employee Benefits Delivery, Service Integration, Healthcare Administration and Global Payroll Operations
Benefits Assistant Job Description
- Answer, screen and refer calls and inquiries from various level of constituents
- Supporting escalated case resolution process, responding with required documentation and logging cases into case tracking system in PeopleSoft (CRM)
- Filter, prioritize and manage all forms of communication (telephone, mail, e-mail, faxes)
- Organize & manage daily schedules and conference rooms
- Make travel arrangements and Reconcile Travel & Living accounts and purchasing card statements and T&L account on a monthly basis
- Maintain distribution lists, call trees and organization charts
- Maintain healthcare electronic & manual filing systems including critical document retention, diagrams and tables of data
- Draft correspondence and create PowerPoint presentations for leadership team
- Create charts for business presentations
- Respond to customer escalations
- Coordinate meeting and event planning for major initiatives in the business
- Minimum of 3 years demonstrated administrative/project coordination experience
- Associate’s Degree, or in lieu of a degree, a High School Diploma or equivalent and 4 years of related administrative experience
- Proficient in web-based collaboration suites such as Google Apps (Drive, Documents, Sheets, ), web content and social media platforms including Facebook and Twitter
- Proficient in Microsoft Office including Word, Excel, and Outlook, and ability to learn new software
- Familiarity with calendaring and task management software
Benefits Assistant Job Description
- Deliver quality coverage comparisons for both new and renewal business
- Interaction with carriers and TPA’s, gathering data for submission to carriers, collection of quotes and entering data into spreadsheets and follow up with carriers
- Preparing RFP’s
- Initial client set-up and collection of relevant data, maintenance of activities associated with our internal accounting/tracking system (EPIC)
- Resolving day to day client inquiries and coordination of 5500 filings
- Support the Benefits team with various projects like annual enrollment, ongoing business demand of hires and terminations, updating and creating process guidelines and documents, and support the team with any other miscellaneous daily tasks
- Responsible for processing all benefit invoices in a timely manner
- Answering the benefits phone line and emails while maintaining a high level of customer service
- Reconciling and processing health care bills
- Compiling reports of internal data as needed
- Demonstrated high level of attention to detail and time management skills
- Ability to work with challenging people
- Experience in human resources, specifically benefits
- Some college coursework, especially in human resources
- High School Diploma or its equivalent with one (1) or more years of experience in the field or in a related area
- Associate’s Degree in Business Administration, Human Resources or equivalent