Benefits Specialist II

Role Overview

• Independently manage and own an assigned book of benefits clients
• Serve as the primary point of contact for benefits administration, system configuration, and compliance-related inquiries
• Resolve complex client issues efficiently while keeping clients informed of status and anticipated resolution timelines
• Maintain strong partnerships with Carrier Relations, Client Relations, Systems, Payroll, Sales, and Compliance teams to deliver seamless service
• Document all client interactions, actions, and resolutions within the case management system
• Lead the specification and implementation of benefits plan designs for renewals and new client plan additions
• Maintain data integrity across all benefits systems, ensuring accuracy of enrollments, elections, rates, and system records
• Serve as a subject matter expert for benefits administration and HRIS platforms
• Optimize benefits systems by analyzing data, improving workflows, documenting procedures, and implementing process improvements
• Responsible for quality control and adherence to established procedures
• Manage open cases to ensure timely resolution
• Ensure accurate triage, escalation, and follow-through on all inquiries
• Identify recurring service issues or utilization trends and recommend solutions
• Drive service efficiency initiatives, automation opportunities, and continuous improvement efforts
• Utilize data processing or support teams for repetitive tasks whenever possible to optimize overall service delivery
• Take ownership of professional development, stretch assignments, and special projects
• Act as a mentor and resource for Benefits Specialist I or junior team members, as needed
• Contribute actively to departmental goals, quarterly objectives, and strategic initiatives

Requirements

• Bachelor’s degree preferred or equivalent experience
• 4+ years of experience in benefits services or benefits administration
• Strong HRIS experience with benefits administration platforms
• Advanced proficiency with Microsoft Office Suite (Excel, Outlook, Word)
• Strong written and verbal communication skills
• Ability to make independent, sound decisions in a client-facing environment
• PrismHR experience is strongly preferred; comparable systems accepted
• Prior payroll or ACA compliance experience
• Experience mentoring or training junior team members
• Insurance license or ability to obtain one
• Demonstrated success in process improvement initiatives
• Strong technical proficiency in benefits system configuration, audits, and troubleshooting

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per the company policy
• Employee perks and discounts