Retirement Benefits Analyst: Data & Process Expert

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

Job summary

Jefferson Health Plans seeks a Retirement Benefits Analyst to serve as the subject matter expert for the organization’s Defined Benefit and Defined Contribution retirement programs, providing escalation support and maintaining critical administrative functions across all retirement plans.

You will analyze data, facilitate enrollment processes, coordinate with internal teams and external partners, and ensure accurate processing and reconciliation while delivering exceptional service to

Qualifications

• Bachelor’s Degree in related field or equivalent work experience
• 2 years in Benefits Administration
• Proficiency with Microsoft Word

Responsibilities

• Serve as subject matter expert for escalated colleague retirement benefits inquiries; provide exceptional customer service to colleagues and other stakeholders; resolve retirement benefits-related issues through investigation and coordination with internal and external partners; guide colleagues through retirement benefits enrollment processes; respond to inquiries via phone, email, and in-person meetings in a timely and professional manner; ensure complete resolution of retirement benefits inquiries; participate in colleague and new hire benefits presentations; escalate 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

Benefits Administration

Analytical thinking

Customer service

Communication skills

Education

Bachelor’s Degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Job description

Jefferson Health Plans seeks a Retirement Benefits Analyst to serve as the subject matter expert for the organization’s Defined Benefit and Defined Contribution retirement programs, providing escalation support and maintaining critical administrative functions across all retirement plans.

You will analyze data, facilitate enrollment processes, coordinate with internal teams and external partners, and ensure accurate processing and reconciliation while delivering exceptional service to