Benefits Process Optimization & SOP Trainer (Hybrid)

Prestige Employee Administrators; Melville (NY); Hybrid; USD 72,000 - 88,000; Full time

Job summary

PrestigePEO is seeking a Benefits Process & Training Specialist to optimize benefits workflows, document SOPs, and create training materials. You will partner with Benefits leadership to standardize processes, support onboarding, and ensure audit readiness in a hybrid environment.

The role emphasizes documentation, process improvement, and collaboration across Benefits, with a focus on accuracy and scalable solutions to support client success.

Qualifications

• 3+ years of experience in benefits administration, process improvement, or operations management; PEO or HR services experience preferred.
• Strong understanding of benefits compliance requirements and eligibility rules.
• Demonstrated experience creating SOPs, training materials, and process documentation.
• High proficiency in Microsoft Excel and experience with HRIS, CRM, or benefits platforms (e.g., PrismHR, Salesforce, ADP).
• Exceptional attention to detail with data accuracy and workflow efficiency.
• Strong communication, organizational, and project management skills with the ability to manage multiple priorities.

Responsibilities

• Identify operational gaps, bottlenecks, risks, and opportunities for standardization and automation.
• Review benefits process documentation and workflows for accuracy and efficiency.
• Assist with audits, data requests, and cross-functional projects for Benefits.
• Maintain logs of findings and recommendations for leadership decisions.
• Develop and maintain SOPs, workflows, and reference guides with leadership approval.
• Support onboarding, LMS training, and liaise with outsourcing teams to align processing requirements.
• Create onboarding agendas, schedule required courses, and ensure timely completion.
• Centralize storage of departmental knowledge, SOPs, and workflows for team use.
• Perform additional duties and special projects for Benefits and company goals.

Skills

Benefits administration

Process improvement

Operations management

SOP creation

Training materials

Data accuracy

Microsoft Excel

HRIS

CRM

PrismHR

Salesforce

ADP

Audit readiness

Project management

Communication

Tools

Microsoft Excel

HRIS

CRM

PrismHR

Salesforce

ADP

Job description

PrestigePEO is seeking a Benefits Process & Training Specialist to optimize benefits workflows, document SOPs, and create training materials. You will partner with Benefits leadership to standardize processes, support onboarding, and ensure audit readiness in a hybrid environment.

The role emphasizes documentation, process improvement, and collaboration across Benefits, with a focus on accuracy and scalable solutions to support client success.