Health & Welfare Job Description
Health & welfare
provides support for Affordable Care Act (ACA) reporting and non-discrimination testing for benefits programs.
Health & Welfare Duties & Responsibilities
To write an effective health & welfare job description, begin by listing detailed duties, responsibilities and expectations. We have included health & welfare job description templates that you can modify and use.
Sample responsibilities for this position include:
Possess a foundational understanding of the regulatory considerations of key employee benefit laws such as ACA, COBRA, HIPAA, FMLA
Oversee third party administration of eligibility, dependent verification, payroll deductions, billing, COBRA and ACA safe harbor and tax reporting services, including vendor management
Independently research complex benefits issues and propose resolution, develop internal documentation of all processes, ensure all governing documents are current and accessible and internal clients’ needs are met in a timely and effective way
Maintains a contact for client, Third-Party Administrators, all internal Shared Services that impact ongoing operations
Ensure compliance (such as ACA reporting, IRS, DOL and ERISA regulations) and adherence to reporting requirements
Correspond with external and internal Business Partners
Provide technical expertise with internal and external users regarding interfaces or batch process
Coordinate detailed Root Cause analysis and responses to client escalations with leveraged services and platform support partners
Provide team support and vendor management by recommending process improvements and streamlining to maximize internal resource and proactively identifying and manage EA risks and issues related to plan administration, design, communications
Provide subject matter expertise to business units and internal/external partners
Health & Welfare Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Health & Welfare
List any licenses or certifications required by the position: CEBS, SOA, CBP, SPHR, SAS, SHRM, EA, PMP, HR, PHR
Education for Health & Welfare
Typically a job would require a certain level of education.
Employers hiring for the health & welfare job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Human Resources, Education, Management, Finance, Health, Administration, Business/Administration, Accounting, Associates
Skills for Health & Welfare
Desired skills for health & welfare include:
COBRA
ERISA
FMLA
Excel
HIPAA
ACA
Services
External business issues to improve products
Internal
SQL
Desired experience for health & welfare includes:
Resolve inquiries coming from external vendors
Prepare analytical disbursement reports
Analyze and reconcile disbursement reports
Conduct SAP system testing for changes to vendor requirements and ad-hoc enhancements
Prepare and review large amounts of data
Support ad-hoc and special projects
Health & Welfare Examples
1
Health & Welfare Job Description
Job Description Example
Our company is searching for experienced candidates for the position of health & welfare. 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 health & welfare
- Oversees the delivery of all benefit administration services for clients who have outsourced all or part of their benefits administration to Hewitt
- Provide a high level of customer care to internal clients by timely and accurately explaining benefit coverage options and plan design to assist participants in navigating the insurance process
- Attend client meetings (internal and external) where applicable
- Lend expertise and oversight to H&W Benefits Manager and Administrator on COBRA, FSA, Disability other assigned plans
- Serve as the Client Health Plan subject matter expert
- Lead the operation/execution of annual enrollment for UTC’s employees and retirees
- Oversee key vendor relationships associated in the administration and operation of US domestic health & welfare benefit plans
- Lead the development, maintenance and ensure accuracy of all required plan documentation such as Summary Plan Descriptions (SPDs) and Summary of Benefits Coverages (SBCs)
- Work with Benefits Finance organization to provide knowledge and expertise on audits involving employees’ health care cost and claims data
- Support Benefits Communications and ensure accuracy of all health & welfare employee communications
Qualifications for health & welfare
- Affinity for problem solving would be helpful
- Exhibits leadership and decisiveness under ambiguous circumstances, can create a positive team environment
- Possess deep knowledge of TBA's business and delivery models, the capabilities and limitations of the benefit platform, regulatory/compliance/consulting knowledge
- Must be experienced with all Microsoft Office Applications
- Must have in-depth knowledge and experience in customer and client service minimum of 5 years of health and welfare benefits experience
- Experienced in all regulatory aspects of H&W plans and wellness programs
2
Health & Welfare Job Description
Job Description Example
Our company is searching for experienced candidates for the position of health & welfare. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for health & welfare
- Leads and facilitates updates for all applicable requirements documents for plan provisions, administrative events, interface documentation, and delivery channel documentation for clients in ongoing delivery
- Set short-term and long-term health and welfare strategy by keeping up to date with healthcare trends, benchmarking existing plans, and identifying cost-effective ways to enhance or improve plans on a continual basis
- Conduct financial analysis of plans with respect to plan cost drivers and identify cost-reduction opportunities
- Manage carriers by closely monitoring claims, reconciling payments, ensuring timely and cost-effective renewals, and tracking stop-loss reimbursements
- Plan and manage open enrollment including setting a time and action plan, drafting communication materials, and managing third party administrator’s changes to enrollment website
- Conduct and/or oversee third party plan audits including claims, financial, eligibility, and operations audits of third party administrators and payroll deductions audits
- Prepare and lead presentations to executive members of Benefits Advisory Committee on a quarterly basis
- Co-manage, motivate and mentor the Benefits Coordinator with respect to health and welfare responsibilities
- Reviews client requirements, perform gap and/or impact analysis, and delegate as appropriate, data, foundation, and systems analysis in preparation for service-specific cloning and configuration with a focus on high-level and complex analysis
- Serve as a subject matter expert on a key area of Health solutions to the broader population of Health colleagues
Qualifications for health & welfare
- BS/BA degree in Accounting or Finance (CPA a plus)
- 1-3 years of experience performing audits of payroll in support of union pension, health and welfare needed
- Ability to work with tight deadlines under a fast-paced environment
- Comprehensive knowledge of H&W plans and payroll administration
- Preparing, managing, and ownership of all aspects of their Client specific project plan
- 4-year Bachelor’s degree in HR or equivalent experience
3
Health & Welfare Job Description
Job Description Example
Our growing company is looking for a health & welfare. 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 health & welfare
- Coordinate and coach Setup Configuration Specialists (SCS) on the configuration and testing of the technology platform, defect management
- Access multiple applications to complete client inquiries and transactions
- Maintenance and updating of participant data
- Oversee broker relationships in Canada and Internationally
- Analyze and evaluate existing benefits plan provisions and procedures
- Track and research new regulations being proposed, and when they are enacted including local municipalities, state and Federal law updates/changes
- Partner with business leaders and project champions to define priorities and develop projects aligned with business strategy including but not limited to areas of compliance
- Keep stakeholders within the organization abreast of requirements by researching regulatory and filing information
- Provide direction and leadership to a network of stakeholders (including contractors, auditors, customers, ) to drive results
- Ensure projects and processes and projects are effectively scoped, prioritized, and delivered successfully
Qualifications for health & welfare
- 7+ years of benefits experience, preferably in a large global organization
- Experience working with outsourced benefits administration vendor, experience with understanding process flow, including up and down-stream impacts, payroll interface, HRIS
- Relates to and works effectively with individuals at all levels of the organization
- Proven experience PASS and RKS
- Must be flexible and adaptable to changes in procedures, processes, systems
- High level of substantive knowledge regarding US and Canada self-funded, fully insured and FSA health and welfare plans
4
Health & Welfare Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of health & welfare. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for health & welfare
- Partner with internal and external teams to support cross-functional work
- Interpret and carry out policies and procedures in accordance with ERISA, HIPPA, DOL, IRS, Plan Documents, SPD’s, plan rules and SOX
- Ensures baseline materials produced by vendors meet Customer Service Excellence standards
- Proactively collect and analyze data for trends and issues - compare and report findings across vendors and functions including financial and key demographic implications
- Effectively utilize project management skills to ensure that team member execute assigned projects in scope and on time - maintain/update work plans, communicating progress
- Ensure that all documentation starts from baseline and adheres to standards
- Attends client meetings relevant to the components they have responsibility for, to establish client relationship and ensure complete understanding
- Responsible for developing requirements documentation
- Responsible for creating test plans, and testing system changes and enhancements to ensure completeness and accuracy
- Understand SOW and be responsible for change order identification and assist with providing work and hours necessary to draft the change order
Qualifications for health & welfare
- A high level of integrity with regard to the confidential nature of the position
- Minimum of 2 years experience in a Benefits Service Manager, Client Manager, or equivalent role
- PASS, preferred
- Understanding of health and welfare outsourcing for retirees and actives
- Experience with claim processing for flexible spending and health savings accounts preferred
- Possess basic understanding of laws relating to employee benefits
5
Health & Welfare Job Description
Job Description Example
Our growing company is looking for a health & welfare. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for health & welfare
- Work closely with developer to ensure project requirements/requests for changes are understood and within standards
- Provide guidance to other team members regarding best/standard practices
- Lead analyst for annual enrollment with similar responsibilities as Implementation BA during OE project
- Train and help transition ongoing processing requirements to BSA
- Lead client requirements meetings as needed
- Maintain and update all requirements documents, ensuring adherence to standards
- Addresses all calc or data issues that impact carriers
- Assist PM with development of Project Plan for open enrollment and significant change orders
- Responsible for any vendor file updates and ongoing support
- Provide training for client on large-scale change orders to client, BOC and Service Center, as needed
Qualifications for health & welfare
- A detail-oriented, logical, and methodological approach to problem solving
- Previous experience with multi-site, multi-geographic, multi-functional organizations is a plus
- Bachelors degree from an accredited university or college (or a high school diploma/GED or equivalent with at least 10 years of experience in a project management or HR Operations role)
- Minimum of 5 years Payroll & Benefits or HR Operations experience
- Bachelor’s Degree and 4+ years related experience in Human Resources or Employer Benefit Account Management
- Benefits designation or certification, CEBS