Retirement Benefits Analyst — Data-Driven Process Expert

jeffersonhealth; Philadelphia (Philadelphia County); On-site; USD 68,000 - 98,000; Full time

Job summary

Jefferson Health seeks a Retirement Benefits Analyst to serve as a subject matter expert for Defined Benefit and Defined Contribution retirement programs. You will provide escalation support to colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans.

The role leverages analytical problem-solving skills to execute and support retirement benefits programs and deliver exceptional customer service to stakeholders.

Qualifications

• Bachelor's degree in a related field 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 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 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.

Skills

Analytical skills

Attention to detail

Communication

Listening actively

Process management

Microsoft Word

Microsoft Excel (pivot tables)

Education

Bachelor's degree or equivalent work experience

Tools

Enterprise HRMS

Job description

Jefferson Health seeks a Retirement Benefits Analyst to serve as a subject matter expert for Defined Benefit and Defined Contribution retirement programs. You will provide escalation support to colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans.

The role leverages analytical problem-solving skills to execute and support retirement benefits programs and deliver exceptional customer service to stakeholders.