Benefits Analyst

Jefferson Health Plans; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Retirement plans

Tuition assistance

Voluntary benefits

Job summary

The Retirement Benefits Analyst at Jefferson Health Plans serves as the subject matter expert for the organization’s Defined Benefit and Defined Contribution retirement programs. You will provide escalation support to colleagues, managers, and HR business partners while maintaining essential administrative functions across all retirement plans.

You will apply analytical problem-solving to execute and support retirement benefits programs, deliver exceptional customer service to stakeholders,

Qualifications

• Bachelor’s Degree or equivalent work experience
• 2 years in Benefits Administration
• Proficiency with Microsoft Word
• Working knowledge of Microsoft Excel, including formulas and pivot tables
• Strong analytical skills, critical thinking, and attention to detail
• Experience working with an Enterprise Human Capital Management System
• Skilled in process management
• Ability to listen actively, communicate clearly and empathetically, take responsibility, adapt, and exercise self-control under pressure.

Responsibilities

• Serves as a subject matter expert and point of contact for escalated retirement benefits inquiries; provides exceptional service; resolves issues; guides enrollment and plan changes; responds via phone, email, and in-person meetings; ensures resolution and data integrity.
• Maintains timely and accurate processing of retirement benefits transactions; keeps records; coordinates with vendors for compliant processing and reconciliations; supports enrollment communications and meetings; reconciles invoices.
• Supports implementation of new retirement benefits programs; maintains ongoing operations through monitoring and issue resolution; collaborates with cross-functional teams to ensure seamless delivery.
• Analyzes data to provide evidence-based process improvements within retirement benefits; researches issues to identify root causes and develops resolutions.
• Leverages knowledge to enhance program effectiveness; documents processes and best practices for continuity and consistency; contributes to knowledge sharing.
• Identifies opportunities for improvements; adopts technology to improve efficiency, accuracy, and user experience.

Skills

Benefits Administration

Analytical skills

Attention to detail

Communication

Process management

Pivot tables

Education

Bachelor’s Degree in related field

Tools

Microsoft Word

Microsoft Excel

Job description

Job Details

The Retirement Benefits Analyst serves as a subject matter expert for the organization’s Defined Benefit and Defined Contribution retirement programs. The Retirement Benefits Analyst provides comprehensive escalation support to stakeholders, including colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans. The Retirement Benefits Analyst is charged with using analytical problem-solving skills and subject matter expertise to execute and support assigned retirement benefits programs and to provide exceptional customer service to stakeholders.

Job Description

Summary

The Retirement Benefits Analyst serves as a subject matter expert for the organization’s Defined Benefit and Defined Contribution retirement programs. The Retirement Benefits Analyst provides comprehensive escalation support to stakeholders, including colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans. The Retirement Benefits Analyst is charged with using analytical problem-solving skills and subject matter expertise to execute and support assigned retirement benefits programs and to provide exceptional customer service to stakeholders.

Job Duties

• Serves as a subject matter expert and point of contact for escalated colleague retirement benefits program inquiries; provides exceptional customer service to colleagues and other stakeholders; resolves retirement benefits-related issues through investigation and coordination with internal and external partners; guides colleagues through retirement benefits enrollment processes, , and plan changes; responds to inquiries via phone, email, and in-person meetings in a timely and professional manner; ensures complete resolution of retirement benefits inquiries; participates in colleague and new hire benefits presentations; escalates complex benefits inquiries as necessary.
• Ensures the timely and accurate processing of retirement benefits transactions in accordance with best practices and applicable legal requirements; maintains accurate retirement benefits records and ensures data integrity across systems; coordinates with internal stakeholders and external vendors to ensure accurate and compliant processing and reconciliation of retirement benefits transactions; supports enrollment activities including communications, system updates, and employee meetings; reconciles and processes retirement benefits-related invoices.
• Supports the implementation of new retirement benefits programs through administrative setup and employee communications; maintains ongoing retirement benefits operations through proactive monitoring and issue resolution; collaborates with cross-functional teams to ensure seamless program delivery and colleague experience.
• Analyzes data sources to provide evidence-based recommendations about process improvement within the retirement domain; and researches and analyzes retirement benefits-related issues to identify root causes and develops resolution recommendations.
• Leverages organizational knowledge and insights to enhance retirement benefits program effectiveness; contributes to knowledge sharing initiatives within the Retirement Team; and documents processes, procedures, and best practices to ensure continuity and consistency.
• Identifies opportunities and makes recommendations for process improvements and program enhancements; proactively adopts and leverages technology tools to improve efficiency, accuracy, and user experience.

Minimum Qualifications

• Bachelor’s Degree in related field or equivalent work experience
• 2 years in Benefits Administration
• Proficiency with Microsoft Word
• Working knowledge of Microsoft Excel, including ability to work with formulas and pivot tables
• Strong analytical skills, critical thinking skills, and attention to detail
• Experience working with an Enterprise Human Capital Management System
• Skilled in process management
• Ability to listen actively, communicate clearly and empathetically, take responsibility, adapt, and exercise self-control under pressure.

Preferred Qualifications

• 3 years in Human Resources Operations
• Working knowledge of relevant federal and state regulations, filing and compliance requirements affecting employee benefit programs, including ERISA, COBRA, FMLA, ADA, Section 125, Medicare and Social Security, and DOL requirements.
• Experience working with outsourced benefits administration vendors
• PHR - Professional in Human Resources - HR Certification Institute or
• CP - Certified Professional - Society for Human Resource Management or
• CCP - Certified Compensation Professional - WorldatWork or
• CEBS - Certified Employee Benefits Specialist - International Foundation of Employee Benefit Plans

Physical Demands

Lift and carry 25 lbs. frequent sitting/standing, frequent keyboard use, *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Primary Location Address

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow’s professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Benefits

• medical (including prescription)
• supplemental insurance
• dental
• vision
• life and AD&D insurance
• short- and long-term disability
• flexible spending accounts
• retirement plans
• tuition assistance
• voluntary benefits, which provide colleagues with access to group rates on insurance and discounts
• tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service
• medical (including prescription) insurance for all colleagues, including those who work less than part-time(including per diemcolleagues, adjunct faculty, and Jeff Temps)

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