Employee Benefits Operations Analyst

SER SE Regional Center; Cranston (RI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Paid Time Off

Job summary

The Hilb Group in Cranston, RI is seeking an Employee Benefits Operations Analyst to join a hybrid team. You will research commission discrepancies, manage data, and support financial reporting across BenefitPoint, Power BI, and related systems.

The role emphasizes accuracy, documentation, and collaboration with Finance and service teams. Ideal candidates bring strong Excel skills, data analysis capability, and excellent communication.

Qualifications

• High school diploma required; degree preferred in business/finance/analytics or related field.
• Experience in employee benefits, insurance brokerage, operations, finance support or data analysis is a plus but not required.

Responsibilities

• Research missing commissions, statements, and bonus allocations; resolve premium-posting discrepancies.
• Maintain commission statement libraries and document allocation of commission activity.
• Support accounts receivable, billing, collections follow-up, and ACH setup; respond to audit questions.

Skills

Microsoft Excel

Power BI

Data analysis

Documentation

Communication

Education

High School diploma

Bachelor’s or associate degree in Business Administration/Finance/Analytics/Communications

Tools

Office suite (Excel, Outlook, Word, PowerPoint)

Copilot

Job description

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Employee Benefits Operations Analyst to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position.

Responsibilities

• Research missing commissions, statements, producer commission questions, bonus allocations, and premium-posting discrepancies.
• Maintain commission statement libraries and support accurate documentation and allocation of commission activity.
• Support accounts receivable and billing activities, collections follow-up, identification of unlocated checks, ACH setup, audit questions, and other finance-related requests.
• Coordinate with Finance and internal stakeholders to resolve discrepancies and maintain clear supporting records.
• Support commission posting triage through Comulate, AMS, and Benefit Point.
• Prepare recurring and ad hoc operational and financial reports, including renewal, expiration, revenue, premium-posting, on-account, and book-of-business information.
• Research data inconsistencies and accounting-related questions across BenefitPoint, Power BI, Comulate, and other internal reporting sources.
• Complete system adjustments and data maintenance needed to improve report accuracy and operational visibility.
• Operationalize practical tracking tools that communicate status, ownership, follow-up needs, and completion.
• Complete BenefitPoint and agency management system updates, account maintenance, and data corrections requested by the service team or identified through operational review.
• Assist with data maintenance and user support in BenefitPoint, Comulate, Power BI, Salesforce, PlanSight, and other systems used by the Employee Benefits practice.
• Coordinate system access, carrier-site access, and related administrative requests as assigned.
• Provide responsive research and administrative support for producer, service team, corporate, and regional operational questions.
• Document, maintain, and update standard operating procedures for assigned operational workflows at the direction of team leaders.
• Identify recurring issues, handoff gaps, and opportunities to improve consistency, accuracy, and turnaround time.
• Support the rollout of process changes, system updates, integrations, and regional initiatives by organizing tasks, timelines, communications, and follow-up.
• Monitor assigned work and report progress, open items, and risks to the appropriate leadership or process owner.
• Coordinate recurring office administration, including incoming mail, check deposits and routing, office supply requests, food orders, and support for events.
• Support Employee Benefit-related mailings and distribution activities, including client materials, and promotional items.
• Coordinate logistics for internal meetings, client events, open enrollment meetings, and other regional activities as needed.
• Maintain organized inventories and distribution records for office materials, presentation supplies, and Hilb-branded items.
• Serve as a central administrative point of contact for assigned office and regional operational requests, ensuring items are routed to the correct owner and followed through to completion.
• Provide reception desk coverage as needed, including greeting office visitors and answering and routing incoming phone calls.
• Support cross-departmental projects and action items, maintaining clear records of owners, due dates, and deliverables

Qualifications

• Minimum High School degree
• Bachelor’s or associate degree in Business Administration, Finance, Analytics, Communications, or a related field preferred; Equivalent relevant experience will be considered.
• Experience in employee benefits, insurance brokerage, operations, finance support, data analysis, or professional services is a plus, but not required.
• Strong working knowledge of Microsoft Office, including Excel, Outlook, Word, PowerPoint, and Copilot; advanced Excel skills preferred.
• Demonstrated ability to research discrepancies, reconcile information, maintain accurate records, and communicate findings clearly.
• Experience documenting procedures, coordinating projects, and managing recurring operational processes.
• Exceptional organizational and time-management skills with the ability to prioritize multiple requests and meet deadlines.
• Strong written and verbal communication skills and the ability to work effectively with service teams, producers, Finance, leadership, carriers, and corporate partners.
• High attention to detail, discretion, and sound judgment when handling confidential or sensitive information.
• Self-motivated and proactive, with the ability to work independently and collaboratively in a hybrid environment.

Benefits

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.
• An awesome team of professionals!

#LI-DNP

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.