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Benefits Coordinator

Organization: Credit Union Pension & Benefits Trust

Province: British Columbia

Description:

Overview
The Administrative Coordinator supports the Benefits Director by providing administrative, analytical, and logistical support across all aspects of benefits plan operations. This includes communication drafting, claims reporting, plan audits, documentation management, and stakeholder coordination. The coordinator helps enhance service levels to participating employers and members while ensuring the integrity of administrative processes.

Key Responsibilities

• Support the preparation of employer communications, benefits summaries, and quarterly reports.
• Gather, verify, and synthesize data from benefit carriers and the TPA.
• Maintain and update plan documentation, participation agreements, and contact lists.
• Assist with annual enrollment processes and data reconciliation.
• Prepare plan design comparisons and rate illustrations.
• Conduct administrative audits (e.g., overage dependents, LTD transition, benefit allocations).
• Track and support benefit claims escalations and coordinate with TPA and providers.
• Assist in organizing meetings, maintaining templates, and updating document repositories.
• Contribute to communication initiatives, newsletters, and online resource updates.
• Other duties as assigned.

Experience

• 3–5 years in a benefits administration, human resources, or insurance environment preferred.
• Experience working with third-party administrators or benefit carriers an asset.

Technical Skills

• Proficiency in MS Word, Excel, and Outlook (mail merges, tables, and document formatting).
• Comfortable working with data sets and producing visual summaries or templates.

Organizational Skills

• High attention to detail, follow-through, and record-keeping.
• Ability to manage multiple deadlines and maintain accuracy across workstreams.

Interpersonal and Communication Skills

• Strong written communication for preparing summaries and correspondence.
• Professional and tactful when engaging with external providers, employers, and members.

Work Style and Traits

• Proactive and self-starting, with the judgment to know when to escalate issues.
• Collaborative, yet capable of working independently within a small team.
• Discreet and trustworthy when handling sensitive or confidential material.

Cultural Fit

Given the small size of the internal team, the ideal candidate must demonstrate flexibility, a positive and adaptable attitude, and the ability to work in a fluid and fast-paced environment. A willingness to learn and continuously improve processes will be key to long-term success in the role