Benefits Reporting Specialist

Beneration LLC; Philadelphia (Philadelphia County); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote-first culture

Health, dental, vision insurance

Life and disability insurance

401(k) with company match

Employee recognition and growth

Job summary

Beneration LLC is looking for a data-oriented Benefits Reporting Specialist to collect health insurance invoices on behalf of employers and ingest benefits administration data for analysis against carrier invoices.

You will generate reports on benefits, analyze data for discrepancies and trends, and collaborate with onboarding, product, and AI teams to automate processes. This is a remote-friendly role with growth opportunities.

Qualifications

• Proficiency in Microsoft Excel is required.
• Bachelor's degree in Business Administration, Data Analysis, Finance, HRIS, or related field preferred.
• 2+ years of experience in a data analysis role within the employee benefits or HRIS domain.
• Strong proficiency in data manipulation, analysis, and visualization using Excel, SQL, and BI platforms.
• Attention to detail with strong research and analytical skills.
• Experience with HRIS systems (Workday, ADP, Employee Navigator) and benefits software is highly desirable.
• Excellent communication skills translating data into actionable insights.
• Ability to work independently, manage priorities, and meet deadlines in a fast-paced environment.

Responsibilities

• Collect health insurance invoices and convert invoice data for Beneration's software.
• Import client HRIS data and compare with carrier invoices.
• Generate reports for life, disability, and worksite benefits with accuracy and compliance.
• Analyze data to identify discrepancies, trends, and improvement areas.
• Onboard new clients technically and generate initial reports for renewals.
• Train clients with the client-facing team on reporting tools and insights.
• Collaborate with AI teams to automate data collection and reporting tasks.
• Coordinate with carriers/brokers to obtain invoices when unavailable.
• Provide product feedback to improve reporting and decision-making support.
• Troubleshoot reporting and delivery roadblocks with internal teams and clients.
• Maintain clear process documentation and stay updated on industry trends.

Skills

Excel

SQL

Data analysis

Communication

Attention to detail

Education

Bachelor's degree in a relevant field

Tools

Workday

ADP

Employee Navigator

BI platforms

Job description

Beneration has helped transform the employee benefit industry with cutting edge financial technology solutions. We digest thousands of data points from insurance carriers, invoices, and benefit administration systems to give employers and brokers much-needed clarity and risk mitigation related to their monthly insurance spend. In a nutshell, we make sure that when companies are paying for employee benefits, they are paying the correct amount, to the correct carriers, for the correct people.

The collection, processing, and reconciliation of employee benefits administration data and carrier invoices is typically a complicated, expensive, and time-consuming process for employers, and our comprehensive suite of technologies and services ensures that businesses can manage their employee benefits programs with ease and precision.

Beneration is a fast-growing startup that has clients ranging from major national brands to fifty-person employers. Our goal is to be able to serve as many employers as possible and we are currently investing heavily in developing the next generation of our software platform.

We are looking for a data-oriented, self-starter to join our team as a Benefits Reporting Specialist. This role focuses on collecting health insurance invoices on behalf of the employer and ingesting benefits administration data from our clients to prepare for analysis against the invoices created by their health insurance carriers. An ideal candidate has a passion for data and thrives in a team environment. As you develop in the role, your responsibilities will expand into technical implementation of new clients and/or scaling automation processes.

RESPONSIBILITIES

Now that you're thoroughly captivated, you're probably wondering what the job is! Below is a non-exhaustive list of all responsibilities, duties, and skillswhich may be required.

• Collect health insurance invoices and convert invoice data into the appropriate format for use in Beneraton's software.
• Collect and import client Benefits Administration (HRIS) data into our proprietary software to be compared against the client's employee benefit carrier invoices.
• Generate reports for employee benefits such as life, disability, and worksite benefits, ensuring accuracy and compliance with client agreements.
• Analyze benefits data to identify discrepancies, trends, and areas for improvement.
• Technical client onboarding - Work with the onboarding/renewal team to complete the technical onboarding and generate the first set of reports for new clients and during annual renewal when significant changes are made to their benefit offerings.
• Client training - Partner with the client facing team-members when advanced client training sessions are necessary to help clients understand and utilize our reports.
• Collaborate with AI (Artificial Intelligence) teams to automate data collection, processing, and reporting tasks.
• Communicate with carriers and/or health insurance brokers to ensure that our client receive their invoices in a timely manner when invoices are unavailable.
• Work with our Product team to give feedback on the software and to improve methods for communicating findings to clients and support their decision-making processes.
• Troubleshooting - Collaborate with the internal team (onboarding, invoice collection, bill-pay, etc.) and clients directly to troubleshoot and resolve reporting and delivery roadblocks.
• Maintain clear process documentation.
• Stay informed about industry trends, regulations, and best practices related to benefits administration and data management.
• Participate in cross-functional projects and initiatives to enhance the overall effectiveness of our benefits administration processes.

QUALIFICATIONS

• Proficiency in Microsoft Excel is required
• Bachelor's degree in Business Administration, Data Analysis, Finance, Human Resources, Information Systems, or a related field preferred.
• 2+ years of experience in a data analysis role, within the employee benefits or HRIS domain.
• Strong proficiency in data manipulation, analysis, and visualization using tools such as Microsoft Excel, SQL, and/or business intelligence platforms.
• Stellar attention to detail with strong research and analytical skills.
• Experience working with HRIS systems (e.g., Workday, ADP, Employee Navigator) and benefits administration software is highly desirable.
• Excellent communication skills, with the ability to translate complex data into actionable insights for stakeholders at all levels.
• Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• A collaborative mindset and willingness to engage with cross-functional teams to achieve common goals.
• Familiarity with Artificial Intelligence (AI) technologies and concepts is a plus.
• A cover letter that describes your experience working with employee benefits, why you're interested in the role, and what your superpower is

WORKING AT BENERATION

Beneration has a completely remote workforce. Our company headquarters is in Philadelphia, PA and our team is located across the east coast.

We offer a competitive benefits package, including:

• Discounted health, dental, and vision insurance
  • We have a wide variety of coverage options, ranging from higher-cost full coverage plans, to high-deductible low-cost plans
  • We offer several options for Health Savings Accounts and Flex Spending Accounts
• We provide company-paid short-term disability insurance, long-term disability insurance, life insurance, and AD&D coverage. Employees can also voluntarily enroll in additional, supplemental coverage of each type.
• We provide access to multiple, employee-paid voluntary insurance products, including:
  • Accident, critical illness, and hospital indemnity insurance
  • Pet insurance
  • Home & Auto insurance
  • Personal Excess Liability insurance
  • Identity Theft Protection
  • Legal aid
• All full-time employees are eligible to utilize 401(k) accounts, and after six months of employment, the company will match 100% of 401(k) contributions up to 4% of your annual salary.

We consider our team and culture to be our biggest strength, and always work to ensure that Beneration is a fun and collaborative professional environment! We prioritize employee growth and frequently promote from within. We are always open to designing new roles to match company needs with employee skillsets and desires.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.