BENEFITS ANALYST JOB DESCRIPTION

Open enrollment season stress-tests every assumption an employer has made about its benefits programs. A Benefits Analyst owns the operational infrastructure that keeps health and welfare plans, 401(k) and defined benefit retirement programs, and leave-of-absence administration running accurately between those high-stakes windows. Covered under ERISA, COBRA, HIPAA, ACA, and FMLA, this work demands both regulatory fluency and the analytical precision to catch data errors before they reach payroll or a carrier feed. The role sits within Total Rewards or HR Operations, partnering daily with Payroll, Finance, Legal, and third-party plan administrators.

As the Benefits Analyst, you ensure the accurate, compliant administration of the organization's health and welfare, retirement, and leave programs while serving as the primary point of resolution for employee benefit inquiries and vendor issues. You operate within the Total Rewards or HR Operations function, supporting one or more senior benefits professionals and collaborating cross-functionally with Payroll, Finance, and outside plan administrators across a multi-state or global employee population.

Career Impact: Demonstrated fluency in ERISA-governed plan administration, non-discrimination testing, and ACA compliance reporting positions Benefits Analysts for advancement into senior specialist or Total Rewards management roles within a compressed timeline.

Business Impact: Accurate carrier data feeds, reconciled benefit invoices, and timely 5500 and 1095-C filings protect the organization from IRS penalties and ensure employees receive the coverage they elected without disruption.

Growth Opportunity: Exposure to defined benefit pension design, M&A benefit plan integration, and collective bargaining support builds analytical and strategic depth that opens doors to Benefits Manager and Total Rewards Director tracks.

• Administer health and welfare, retirement, and leave-of-absence benefit programs for active employees, retirees, and beneficiaries in compliance with plan documents and applicable law.
• Audit carrier data feeds, payroll deduction files, and vendor billing statements to identify discrepancies and coordinate corrections with Payroll and Finance.
• Support open enrollment by configuring and testing HRIS plan setups, preparing employee communications, conducting information sessions, and reconciling post-enrollment data.
• Coordinate leave-of-absence and disability administration with third-party vendors, ensuring accurate pay continuity and timely case transitions for FMLA, STD, and LTD events.
• Manage compliance requirements including 5500 filings, non-discrimination testing, ACA 1094/1095-C reporting, COBRA notices, and SPD maintenance.
• Respond to escalated employee, retiree, and HR partner inquiries on plan provisions, enrollment changes, and life events with accuracy and appropriate confidentiality.
• Analyze benefits utilization, vendor performance, and plan cost data to identify trends and prepare recommendations for management or plan design review.
• Partner with third-party administrators, actuaries, and brokers to resolve plan issues, monitor service levels, and support annual renewal negotiations.

• Bachelor's degree in Human Resources, Business Administration, or a related field, or equivalent work experience.
• 3 or more years of benefits administration experience, with demonstrated responsibility for health and welfare plans and retirement program operations.
• Working knowledge of federal regulations governing employee benefits, including ERISA, COBRA, HIPAA, FMLA, ACA, and Section 125.
• Proficiency in analyzing and reconciling large benefits data sets, including payroll deduction files, carrier eligibility feeds, and premium billing statements.
• Strong written and verbal communication skills, with experience presenting benefits information to employees across organizational levels.
• Proven ability to manage multiple concurrent projects, prioritize competing deadlines, and maintain accuracy in a high-volume environment.
• Experience supporting open enrollment cycles from system configuration and testing through post-enrollment audit and correction.
• Demonstrated discretion in handling confidential employee and plan participant data in accordance with applicable privacy requirements.

• Certified Employee Benefit Specialist (CEBS) or Professional in Human Resources (PHR/SPHR) designation, or active progress toward either credential.
• Experience administering defined benefit pension plans or supporting non-qualified retirement plan programs.
• Prior exposure to M&A benefit plan integration, union plan administration, or multi-country benefits coordination.
• Familiarity with HRIS benefits modules and vendor file connectivity, including troubleshooting enrollment discrepancies and system configuration updates.

• Carrier data feed error rate, measuring accuracy of eligibility and enrollment files transmitted to vendors.
• Benefits invoice variance percentage, reflecting reconciliation accuracy between billed and expected premium amounts.
• Open enrollment audit pass rate, tracking the proportion of enrollment records requiring post-close correction.
• 5500 and ACA filing completion rate within required IRS deadlines, attributable to compliance task ownership.
• Employee inquiry resolution time, measuring average days from escalated case receipt to confirmed resolution.
• Leave-of-absence case accuracy rate, reflecting correct pay continuity and timely vendor coordination for FMLA and LTD transitions.
• Typical tools: HRIS platforms (commonly Workday or ADP Workforce Now); benefits administration and reporting (commonly Excel, pivot tables, and vendor portals).

• Base Salary Range: $60,000 to $85,000 annually, varying by seniority and market
• Bonus: Discretionary annual bonus, typically 5 to 10% of base salary
• Equity: Not standard at this level; offered at some publicly traded employers
• Health Benefits: Medical, dental, and vision coverage; FSA or HSA options typical
• PTO: 15 to 20 days annually, plus standard company holidays
• Common Perks: 401(k) with employer match, tuition assistance, wellness programs, hybrid work flexibility

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required; candidates must be legally eligible to work without sponsorship unless otherwise specified by the hiring organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the application and employment process upon request. Employment offers are contingent on successful completion of a background check, which may include verification of prior employment, education, and criminal history consistent with applicable law.

The Benefits Analyst delivers consulting advice and client-facing health and benefit solutions as a foundational member of the People Solutions team at Lockton Midwest, working within embedded client service teams. Reporting through the team structure, this role builds client and vendor relationships while directly supporting the delivery of employee communication initiatives that advance client decisions.

Key Responsibilities

• Work as part of a team to deliver consulting advice to your assigned book of business.
• Support Account Managers with day-to-day client service, project management, and issue resolution.
• Acquire and apply health and benefits knowledge and consulting skills.
• Build client and vendor relationships and presentation skills.
• Collect, analyze, and prepare information to support client deliverables.
• Learn to interpret information and data that impacts client decisions.
• Build and execute on clients' employee communication initiatives.

Required Qualifications

• Bachelor's degree in business, insurance, marketing, finance, statistics, health sciences, or related field, or equivalent work experience.
• Strong customer service, communication, and project management skills.
• Proficiency in Microsoft Office, including Excel, Outlook, and PowerPoint.
• Strong verbal, written, interpersonal, and analytical skills.
• Organizational and time management skills to prioritize workloads and meet deadlines.
• Ability to work both independently and in a fast-paced team environment.

Embedded within the HR and Total Rewards function of a pharmaceutical company in New Jersey, the Benefits Analyst administers the full lifecycle of employee leaves, benefits programs, and open enrollment processes. Working closely with the Benefits Manager and Total Rewards Analyst, this role builds accurate, compliant benefit operations that support a superior employee experience across the organization.

Core Functions

• Coordinate the full life cycle of all employee leaves with the third-party leave and disability administration vendor.
• Work with employees and internal and external partners to coordinate requested accommodations.
• Assist in the administration, delivery, and support of the organization's employee benefits programs and related procedures.
• Administer policy and coverage information, plan documents, and other benefits-related materials.
• Support the annual benefits renewal and open enrollment processes, including data audit and reconciliation.
• Coordinate benefits-related data requests to ensure timely and accurate submission for compliance, audit, and reporting purposes.
• Prepare reports and reconcile invoices for internal department review prior to payment.
• Research best practices in wellness programs and provide recommendations to the Benefits Manager and Total Rewards Analyst.

Qualifications & Experience

• Bachelor's degree in Business Administration, Human Resource Management, or a related field.
• Professional certification such as CEBS, PHR, or SPHR.
• 3 or more years of related benefits experience.
• Working knowledge of general business and HR practices.
• Proficiency in Workday and/or ADP Workforce Now.
• Ability to compile, analyze, and interpret employee data accurately and with attention to detail.
• Strong time management, organization, multitasking, and prioritization skills.
• Ability to operate independently and handle employee issues with sensitivity and confidentiality.
• Strong interpersonal and communication skills, both verbal and written.

Reporting to the HR leadership team, the Benefits Analyst administers Health and Welfare plans for active and retired employees, manages the department email box, and conducts benefits orientations across the organization. Partnering with Payroll, third-party disability vendors, and benefits carriers, this role ensures ACA compliance, accurate enrollment, and up-to-date benefits information that supports employees and retirees at every stage.

Primary Duties

• Administer Health and Welfare plans for active and retired employees.
• Maintain retiree benefits spreadsheet and work with vendors to ensure proper enrollment, coverage, and accurate premium billing.
• Manage the department email box by answering questions, redirecting to carriers as appropriate, and resolving escalated employee issues.
• Support the benefits service center team by ensuring adequate knowledge base information is available and handling escalated calls from employees and retirees.
• Conduct benefits orientations for new employees, ad-hoc benefit education sessions, and open enrollment information sessions.
• Manage the transition of employees onto Long Term Disability, coordinating with Payroll and third-party disability vendor to ensure accurate pay.
• Perform quarterly cleanup of missing Social Security Numbers for enrolled dependents.
• Conduct annual 1094 and 1095-C testing to ensure accuracy and ACA compliance.
• Ensure benefits information on the intranet and benefit administrator's portal is accurate and up to date.

Skills & Qualifications

• Bachelor's degree in Human Resources or related field, with 3 years of HR experience or equivalent.
• Extensive knowledge of absence, leave, and Defined Benefit and Defined Contribution plan programs.
• Knowledge of FMLA regulations, with relevant coursework preferred.
• Strong interpersonal, communication, and organizational skills.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Ability to prioritize work, handle multiple tasks, and meet deadlines both independently and as a team member.

Sitting at the intersection of HR compliance and employee benefits administration, the Benefits Analyst leads annual enrollment activities, coordinates IRS and DOL filings, and resolves day-to-day issues with third-party administrators and benefits carriers. Operating across location HR teams, external auditors, and benefits carriers, this role builds the administrative and compliance infrastructure that supports group benefit programs organization-wide.

Duties

• Provide support to location HR Managers on benefit-related inquiries and to employees on new enrollments and life events.
• Resolve day-to-day issues with third-party administrators and benefits carriers.
• Coordinate benefit carrier annual renewals.
• Lead annual enrollment activities including employee meetings, carrier communications, testing, and project timeline management.
• Assist with ongoing compliance initiatives and development of administrative rules and processes.
• Coordinate IRS and DOL filings and support internal and external audit requests.
• Participate in employee communication review.

Requirements

• Bachelor's degree in Human Resources or related field, or equivalent work experience.
• 5 or more years of progressively responsible HR benefits experience.
• Demonstrated understanding of Group Benefits, IRS Section 125 Cafeteria Plans, and the Affordable Care Act.
• Proficiency in Microsoft Office.
• Excellent interpersonal, written, and oral communication skills.
• Ability to multitask, prioritize, and organize work in a fast-paced environment while maintaining confidentiality.

A key member of the benefits advisory team, the Benefits Analyst serves as the main benefit contact for designated client companies and leads internal training and communications on benefit and compensation plans. Collaborating across corporate clients, internal stakeholders, and the Vice President of Quality, Development, and Training, this role builds the analytical and educational frameworks that help advisors and client organizations make informed plan decisions.

Functions

• Serve as the main benefit contact for designated client companies.
• Work with corporate benefit contacts to gather, analyze, and summarize client benefit and compensation plan information on an ongoing basis.
• Stay informed on industry trends and new developments in benefit and compensation plans and act as an internal resource.
• Participate in regular meetings with corporate clients and internal stakeholders.
• Identify company-specific information to communicate to advisors and teams, including open enrollment issues and relevant changes.
• Assist in developing benefit and compensation-related planning ideas for advisors.
• Develop broad-based employee benefits training and specific regional trainings and communications.
• Support the Vice President of Quality, Development, and Training with additional initiatives as requested.

Experience & Qualifications

• Bachelor's degree in Business, Human Resources, or Communications, or equivalent work experience.
• Related work experience in benefits or compensation preferred.
• Working knowledge of Microsoft Word, Excel, Access, and PowerPoint.
• Detail-oriented with strong organizational and multitasking skills.
• Excellent written and verbal communication skills.
• Self-motivated with a strong client-service focus.

Accurate vendor performance analysis and actionable correction plans depend on the Benefits Analyst, who conducts forensic analysis, reviews and interprets data across multiple client engagements, and contributes to client presentations and negotiation strategies. Based within a consulting environment and supporting subject matter experts and delivery teams, this role shapes the analytical and project management work that enables clients to optimize third-party vendor relationships.

Accountabilities

• Perform forensic analysis to identify issues with client third-party vendors.
• Review and analyze data to assess vendor performance and interpret findings for the team and client.
• Run reports and support delivery team presentations to execute new strategies.
• Liaise with subject matter experts to ensure project goals are attainable.
• Provide research and findings for multiple client engagements simultaneously.
• Recommend correction plans and assist vendor managers with contract negotiations.
• Assist with end-to-end project management and communicate status to all involved stakeholders.
• Contribute to client presentations.

Technical Qualifications

• Bachelor's degree in a related field.
• 5 or more years of professional experience, including in management consulting.
• Demonstrated knowledge of HR benefit plans and information systems.
• Strong analytical skills with sharp attention to detail.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong communication and presentation skills.
• Ability to handle multiple client engagements under tight deadlines.
• Ability to work independently or as part of a team.

As the Benefits Analyst, this role owns the end-to-end processing of Group Life and related death claims, from policy and SPD review through beneficiary determination and management approval submission. The broader claims team relies on this work to ensure accurate, timely claim payments and compliant handling of customer and beneficiary inquiries across the organization.

Activities

• Gather and accurately process information for Group Life, Worker Life, Workers Life Time, and Whole Life death claims.
• Set up claims and review policies, certificates, and SPDs to determine the benefit amount payable and the correct beneficiary.
• Request information needed to process claims from beneficiaries, policyholders, funeral home staff, and other parties.
• Verify policyholder premium payments are current before processing claim payments.
• Answer customer and beneficiary inquiries and submit claim files to management for approval.
• Follow up on pending requests and periodically review abandoned property claims.

Position Requirements

• High school diploma required.
• 1 to 2 years of prior claims experience.
• Knowledge of basic insurance terminology and general insurance principles.
• Basic computer skills and proficiency in Microsoft Office.
• Strong written and verbal communication skills.
• Ability to handle sensitive customer situations with patience and to multitask effectively.

Benefits Analyst owns subject-matter expertise and administrative support for U.S. and international health and welfare, leave of absence, and retirement plans, serving as liaison with third-party vendors and supporting HRIS configuration and compliance programs. Success in the position means employees across all U.S. locations receive timely, accurate benefit support while the organization maintains full compliance with COBRA, HIPAA-HITECH, FMLA, ERISA, and related regulations.

Operational Focus

• Provide subject-matter expertise and support for the administration of U.S. and international health and welfare, leave of absence, and retirement plans.
• Assist with leaves of absence administration, workers' compensation, and compliance programs.
• Respond to benefit inquiries regarding plan provisions, enrollments, status changes, and general questions.
• Support open enrollment projects by managing project plans, employee communications, and data analysis in partnership with vendors and brokers.
• Serve as liaison with third-party vendors to resolve benefit-related issues promptly.
• Identify and recommend process improvements to align performance with business objectives.
• Assist with HRIS system changes including testing, configuration updates, and resolving recurring issues.
• Act with integrity and discretion when handling confidential employee information in accordance with data privacy policies.

Knowledge, Skills & Abilities

• Bachelor's degree in Human Resources or Business, or equivalent professional work experience in HR or Benefits and Absence Management.
• CEBS or PHR certification preferred.
• 3 or more years of Health and Welfare and Leaves Administration experience.
• Fundamental to advanced knowledge of COBRA, HIPAA-HITECH, Section 125, PPACA, FMLA, ERISA, 401(k), and related regulations.
• Fundamental knowledge of general payroll concepts and proficiency in payroll systems such as ADP.
• Proficiency in Workday or other HCM systems and advanced Microsoft Excel skills.
• Exceptional verbal and written communication skills with a proactive, client-service-oriented mindset.
• Ability to manage multiple projects from inception to completion in a fast-paced environment.

The Benefits Analyst produces analysis, documentation, and configuration support for a core medical and dental claims administrative platform, representing Benefit Configuration in client meetings and facilitating process improvement initiatives. Working across carriers, internal management, claims staff, and customer service, this role advances the accuracy and timeliness of system configuration that enables compliant, high-quality claims administration for the organization.

Key Deliverables

• Provide analysis and documentation to support configuration, design, requirements, testing, and audits.
• Support training and communication activities related to configuration and system capabilities.
• Assist with overall system enhancements in design and testing.
• Participate in client meetings representing Benefit Configuration to ensure full understanding of client intent.
• Work closely with carriers and internal management to identify and implement new procedures and process improvements.
• Facilitate meetings to support decision-making, enhancements, problem-solving, and process improvement.
• Answer inquiries from clients, claims staff, and customer service, and document policy and procedures.
• Contribute to daily departmental performance and individual goals around accuracy and timeliness.

Professional Experience

• 5 to 7 years of experience in the insurance industry.
• Strong understanding of benefit configuration, claims examination, and medical claim coding requirements.
• Strong knowledge of CPT/HCPCS procedure codes, revenue codes, and ICD-10.
• High aptitude for working with numbers and strong attention to detail.
• Proficiency in Microsoft Office products.
• Strong analytical, problem-solving, and interpersonal communication skills.
• Ability to coordinate activities with team members, multitask, and manage shifting priorities.

Embedded within the Total Rewards function, the Benefits Analyst reports to the Manager, US Benefits and Retirement Plans and develops analytical review, vendor audit, and data accuracy processes that support the Benefits Team, Compensation, HRIS, and Mobility functions. Working closely with plan administrators, actuaries, trustees, and financial education providers, this role advances the integrity of benefit plan data and the identification of trends and improvement opportunities across all U.S. locations.

Areas of Ownership

• Work closely with the US benefits team and interact regularly with vendors, including plan administrators, actuaries, trustees, and financial education providers.
• Perform periodic audits to ensure third-party calculations are accurate and review employee data for accuracy.
• Assist with benefit plan escalations from HR and team members across all US locations.
• Identify trends, vendor billing concerns, and improvement opportunities through analytical review.
• Test and monitor third-party systems and make recommendations for appropriate changes and enhancements.
• Participate in special projects within Total Rewards areas including Compensation, Mobility, and HRIS.

Education & Experience

• Bachelor's degree in Business, Accounting, HR, or related field.
• 2 or more years of related benefits experience.
• Knowledge of applicable benefits laws and regulations and ability to interpret compliance requirements.
• Defined Benefit pension plan knowledge preferred.
• Expert-level proficiency in Microsoft Excel.
• Working knowledge of IBM Watson, PeopleSoft HRMS, and UKG preferred.
• Outstanding analytical skills with comfort working with large data sets and communicating findings.
• Strong project management, organizational, and relationship-building skills.

Reporting to the benefits operations leadership team, the Benefits Analyst refines payroll files, eligibility submissions, and written communications for clients and carriers while managing assigned tasks to meet service-level agreements. Partnering with clients, participants, insurers, and internal contact center teams, this role ensures the accuracy, confidentiality, and quality of benefits administration processes that serve employees and retirees across the organization.

Role Responsibilities

• Perform validations of data entry and administration system outputs, and prepare and validate client reports.
• Prepare, validate, and send benefits-related payroll files to clients and eligibility files to carriers.
• Respond to requests from clients, participants, and authorized internal and external partners, including second-level contact center calls and insurer requests.
• Prepare and send written communications to clients' employees and retirees.
• Meet client deadlines according to service level agreements by managing and prioritizing assigned tasks while ensuring quality control.
• Comply with confidentiality standards and peer review best practices, including availability for after-hours business systems testing as required.
• Participate in special projects such as annual enrollment, dependent certification, rate changes, and new implementations.
• Maintain and update administrative procedures to ensure all changes are documented.

Background & Experience

• University or college diploma in Business Administration or equivalent professional experience.
• Ability to handle and analyze databases, payroll files, insurer eligibility files, and premium reports.
• Strong knowledge of Microsoft Office, including Word and Excel.
• Strong initiative, professional judgment, and ability to work under pressure without supervision.
• Excellent oral and written communication skills.
• Bilingual in English and French.

Sitting at the intersection of benefits operations and HR technology, the Benefits Analyst manages day-to-day Workday administration, including benefit enrollments, life event changes, and open enrollment design and execution across a global company. Operating across Payroll, Leave Administration, People Operations, and cross-functional teams, this role oversees UK benefits administration and the seamless employee experience that underpins the organization's global benefits programs.

Job Functions

• Provide excellent customer service to employees and stakeholders by responding to inquiries accurately, in a timely, and professionally.
• Compile and analyze reporting data for various benefit programs.
• Partner with the Workday team to configure and test plans to ensure a seamless employee experience.
• Assist with the design and execution of benefits open enrollment, including employee education, internal communications, and brokerage coordination.
• Manage day-to-day administration in Workday, including benefit enrollments, life event changes, and other requests.
• Collaborate with Payroll and Leave Administration to ensure leave of absence details are accurately updated.
• Prepare employee education and communications for all benefit changes and own UK benefits administration in partnership with People Operations.

Required Qualifications

• 2 to 3 years of Benefits Administration experience.
• Expertise in Workday benefits administration.
• Experience working in a global company and across cross-functional teams.
• Proficiency in Microsoft Excel and Google Suite for auditing purposes.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple projects simultaneously in a fast-paced environment.
• Proven team player with a positive attitude and willingness to go above and beyond to support key stakeholders.

A key member of the benefits operations team, the Benefits Analyst develops best-in-class service delivery as a subject matter expert on UK benefits provision, handling customer escalations and driving continuous improvement of the benefits proposition. Collaborating across internal and external stakeholders at all organizational levels, this role advances compliance, governance, and process documentation that sustain the quality and integrity of UK employee benefits programs.

What You'll Do

• Deliver best-in-class processes and service as a subject matter expert on UK benefits provision.
• Provide effective resolution of customer requests, queries, and escalations in line with agreed service levels.
• Ensure appropriate controls and governance are in place and maintained, and that all processes are documented.
• Maintain compliance with policy, standards, and relevant legislation.
• Build and maintain excellent working relationships with internal and external stakeholders.
• Monitor and deliver continuous improvement of the benefits proposition.

Qualifications & Experience

• Proven customer service and service delivery experience, including handling demanding callers and explaining complex queries clearly.
• Experience with UK employee benefits provision and annual benefits processes, including payroll benefit deductions.
• Exposure to a shared services or operational environment and project and change request management.
• Advanced proficiency in Microsoft Office and SAP/HR.
• Strong analytical and data management skills.
• Strong problem-solving skills with the ability to interpret policy and identify solutions to complex queries.
• Excellent verbal and written communication skills across all organizational levels.

Accurate retirement projections and compliant Defined Benefit plan administration depend on the Benefits Analyst, who interacts directly with active employees, retirees, and terminated vested members through the Resource Center and performs routine and recurring plan calculations with guidance from plan actuaries. Based within the retirement team and supporting internal audit processes and online webinars, this role delivers the member education and process improvement recommendations that enable informed retirement decision-making.

Day-to-Day Responsibilities

• Interact directly with active employees, retirees, and terminated vested members to answer plan-related questions through the Resource Center.
• Provide members with necessary paperwork to begin benefit payments and enter benefit payments into the trustee database.
• Assist members with the benefit estimator tool to provide retirement projections for informed decision-making.
• Perform routine and recurring plan administration tasks for Defined Benefit plans, including benefit calculations and data updates, with guidance from plan actuaries.
• Work with the retirement team to recommend process improvements and conduct online webinars on the pension and retirement process.
• Assist with the internal annual audit process and complete special projects as assigned.

Skills & Qualifications

• Bachelor's degree or equivalent professional work experience in Human Resources or Benefits.
• Experience with benefit laws and regulations, including qualified and non-qualified retirement plans preferred.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Expertise in compiling reports preferred.
• Excellent customer service skills.
• Good written and verbal communication skills.
• Proven ability to work in a high-volume, deadline-driven environment with minimal supervision.

The Benefits Analyst oversees vendor file processing and reconciliation for US and Canadian health and welfare plans while supporting ACA compliance, non-discrimination testing, and 5500 reporting and filing. The retirement plan vendor partnerships and member education initiatives this role supports directly enable accurate plan administration and informed employee participation across the organization.

Scope of Work

• Partner with Health and Welfare vendors for the US and Canada to provide benefits for employees.
• Partner with retirement plan vendors to develop communications campaigns driving participation and life event planning.
• Respond to employee requests and inquiries regarding benefits.
• Work with vendors to ensure files are processed and reconciled on time.
• Assist with non-discrimination testing, ACA compliance, audit, and 5500 reporting and filing.
• Support member education and participation initiatives and complete special projects as assigned.

Requirements

• Bachelor's degree or equivalent professional work experience.
• 3 or more years of benefits experience.
• Knowledge of ACA compliance, non-discrimination testing, and 5500 reporting requirements.
• Strong math, analytical, and critical thinking skills with intellectual curiosity.
• High proficiency in Microsoft Excel, Access, and PowerPoint.
• Strong written and verbal communication skills with excellent organizational skills.
• Results-oriented and flexible, with the ability to manage multiple initiatives in a fast-paced environment.

Benefits Analyst advances renewal analysis and marketing deliverables by gathering and validating client information, collaborating with carriers and vendors, and preparing financial summaries and benefit highlights for account team presentations. The work directly supports negotiation strategy development and the preparation of clear, accurate written communications and reports that enable client teams to make informed plan decisions.

Work Activities

• Gather, review, and validate all client information for renewal analysis and marketing purposes.
• Collaborate with insurance carriers and vendors to obtain renewals and prepare financial summaries and benefit highlights.
• Present marketing results and plan options to the account team, develop negotiation strategies, and execute negotiations.
• Determine content and structure of renewal presentations and identify additional analytical support materials such as utilization review and benchmarking.
• Prepare and edit written communications, reports, and other materials to ensure clarity and accuracy.
• Maintain confidential department records and office files in accordance with internal procedures and provide overall support to functional teams.

Experience & Qualifications

• High school diploma required, college degree preferred.
• Working knowledge of employee benefits plans including HMOs, PPOs, HSAs, and coverages such as life, dental, and disability.
• Experience in financial or insurance-related fields preferred.
• Strong Microsoft Excel skills, including pivot tables and v-lookups.
• Ability to multitask and complete projects from start to finish.

The Benefits Analyst creates subject matter expertise and consultative support for the administration of all group health and welfare and retirement benefit plans as a member of the corporate Total Rewards team. Reporting through the benefits function and working with management, vendors, internal colleagues, and employees at all organizational levels, this role delivers the compliance, communication, and vendor management work that keeps benefit plans compliant, competitive, and performing at their highest level.

Performance Expectations

• Provide subject matter expertise and administrative support for health and welfare plans and retirement plans.
• Work with management, vendors, and internal colleagues to maximize plan performance and employee experience.
• Conduct ongoing analysis of trends, best practices, relevant legislation, and compliance requirements to keep plans compliant and market competitive.
• Administer the retirement plan system including employee profile management, service requests, uploads, reporting, and loan and contribution error resolution.
• Complete annual trial balances to confirm retirement contributions match participant recordkeeping systems.
• Assist with ongoing vendor management including issue resolution, annual reviews, and performance measures.
• Prepare and deliver varied communications including disclosure documents, SPDs, SARs, open enrollment materials, and management presentations.
• Troubleshoot and resolve complex or escalated benefit issues in collaboration with colleagues and vendors.

Technical Qualifications

• Bachelor's degree in Business Administration, Human Resources, or a related field.
• 3 or more years of benefits or Human Resources experience.
• Proficiency in Microsoft Office tools.
• Experience with HRIS systems, including Workday.
• Detail-oriented mindset with the ability to think critically about data to support management decision-making.
• Exceptional written and verbal communication skills with the ability to interact across all organizational levels.
• Ability to coordinate multiple projects, priorities, and deadlines in a fast-paced environment with a strong sense of urgency.

Embedded within the HR function, the Benefits Analyst executes the administration of employee benefits programs, including group health, 401(k), FSA, HSA, and wellness benefits, and administers all Disability and Leaves of Absence globally using SuccessFactors. Working closely with Payroll, Finance, and HR leadership, this role coordinates the billing reconciliation, open enrollment support, and intranet updates that sustain accurate, compliant benefits operations across the organization.

Core Responsibilities

• Assist with the administration of Employee Benefits programs including group health, retirement, FSA, HSA, dental, vision, disability, life insurance, 401(k), and wellness benefits.
• Administer all Disability and Leaves of Absence globally, including meeting with employees and maintaining the SuccessFactors system and tracker.
• Research, troubleshoot, and resolve escalations for benefits inquiries.
• Conduct benefits orientations and explain benefits enrollment to employees.
• Support open enrollment, including communications, information sessions, testing, and data accuracy.
• Process and reconcile benefits billing statements and provide Finance with detailed backup.
• Work with Payroll to track and reconcile benefit deductions and update the intranet with benefit changes.

Position Requirements

• Bachelor's degree in Human Resources or a related field.
• 2 or more years of experience as a Benefits Coordinator or in a similar role.
• Working knowledge of current employment and benefits laws.
• Proficiency in Microsoft Office Suite and experience with SuccessFactors and/or Workday preferred.
• Strong problem-solving, time management, and organizational skills.
• Superb attention to detail.
• Excellent written and verbal communication skills.
• Great interpersonal skills with a highly organized and collaborative approach.

Reporting to senior HR leadership, the Benefits Analyst executes benefits strategy as project manager for vendor selection, RFP processes, and plan design changes across healthcare, life insurance, and qualified and nonqualified retirement programs. Partnering with third-party administrators, finance, benefit service providers, and employee communication channels, this role manages the compliance, cost analysis, and SPD documentation that ensures benefit plans serve co-workers, retirees, and beneficiaries at the highest standard.

Key Responsibilities

• Serve as project manager for the execution of benefits strategy, including vendor selection, RFP processes, and plan design review and change implementation.
• Manage and develop administration processes for benefit plans, collaborating with third-party administrators and leveraging multiple systems to research and resolve complex issues.
• Analyze benefit plan data and prepare cost analyses, including statistical analyses to support plan design change considerations.
• Manage compliance requirements for applicable regulations and laws governing benefit programs and develop and maintain Summary Plan Descriptions and plan documentation.
• Review and reconcile benefit plan invoices to ensure appropriateness and compliance with general accounting practices.
• Research and compile information for budget projections and assist with financial forecasting.
• Lead and coordinate employee communication efforts in multiple formats including print, video, and live presentations.
• Maintain relationships with benefit service providers and hold them accountable to high-quality service delivery.

Knowledge, Skills & Abilities

• Bachelor's degree from an accredited college or university.
• Additional certifications such as CPA, SPHR, PHR, or CEBS preferred.
• 5 or more years of experience in human resources, benefits, program design and administration, financial analysis, or auditing.
• Team or project leadership experience required.
• Thorough understanding of federal legislation impacting employee benefits.
• Proficiency in Microsoft Office Suite and experience with HRIS systems, reporting, and vendor file setup.
• Strong project management skills with the ability to manage multiple projects and shift priorities in a fast-paced environment.
• Excellent communication skills with the ability to communicate effectively at all organizational levels.

Sitting at the intersection of data analytics and client relationship management, the Benefits Analyst coordinates renewal and experience reports, analyzes claims and utilization data, and prepares benefits marketing materials in support of Senior Analysts, Account Executives, and the Consulting Team. Operating across the Gallagher Service Centre, service providers, and corporate client groups, this role guides the preparation of renewal deliverables and insurer proposal data that enable advisors to serve client accounts with accuracy and insight.

Core Functions

• Collaborate with service providers to collect, analyze, and interpret life, disability, and health care data.
• Develop awareness of plan design and cost factors and help prepare team members for the renewal process.
• Prepare renewals and experience reports using renewal and reporting tools.
• Coordinate with the Gallagher Service Centre to support project deliverables and liaise with service providers to ensure adherence to timelines.
• Analyze claims and utilization data to identify trends and patterns.
• Prepare benefits marketing materials and compile data and results from insurer proposals.
• Prepare ad-hoc deliverables and schedule kick-off meetings for renewals and experience reports.

Professional Experience

• Bachelor's degree in math, statistics, economics, business, finance, liberal arts, or equivalent experience.
• CEBS designation an asset.
• Minimum 3 years of experience in a group benefits environment.
• Strong command of Microsoft Excel, Word, and PowerPoint, with expert-level Microsoft Suite proficiency.
• Strong analytical skills with the ability to perform detailed data analysis and basic mathematical tasks.
• Excellent verbal and written communication skills.
• Ability to prioritize and handle multiple tasks within deadlines, working independently or on a team with minimal supervision.

A key member of the HR and benefits operations team, the Benefits Analyst coordinates job accommodation requests and FMLA transition events as the day-to-day administrator of the accommodations program, preparing cases for the Reasonable Accommodation Review Committee and managing vendor process improvements. Collaborating across associates, HR, management, and vendors on complex issues, this role elevates the accuracy and compliance of accommodation and leave administration that protects both employees and the organization.

Primary Duties

• Prepare cases for review with the Reasonable Accommodation Review Committee (RARC), participate in weekly accommodation review calls, capture meeting minutes, and convey outcomes to appropriate parties.
• Research and document all relevant information on each accommodation request prior to the call and share details as an agenda with participants.
• Actively participate in ADA Committee discussions, bringing facts, historical decisions, and process information.
• Manage requests for job accommodations and monitor FMLA denial and exhaustion events for transition to the program.
• Coordinate vendor process improvements and issue resolution, and provide customer service support to associates, HR, management, and vendors on complex issues.
• Own day-to-day administration of the program to ensure outstanding customer service and accurate, efficient administration in accordance with program design and legal requirements.

Education & Experience

• College degree in Business or Human Resources preferred.
• 1 to 2 years of experience in job accommodations, leaves administration, or related HR functions.
• Strong analytical, critical thinking, and independent judgment skills.
• Strong written communication skills and strong attention to detail with a commitment to follow-through.
• Strong comfort level with technology and computer-based applications.
• Proven organizational skills with the ability to multitask in a fast-paced environment.
• Demonstrated team player with a strong customer service focus and above-average individual initiative.

Compliant, accurate health, welfare, retirement, and well-being program administration depends on the Benefits Analyst, who administers organization-wide benefit programs, reconciles vendor data feeds, and manages retirement plan audits across 401a, 457b, Roth IRA, and RHS plans. Based within the HR and Total Rewards function and serving as a point of contact for Finance, benefit vendors, and internal partners, this role sustains the data integrity and vendor accountability that enable a seamless employee benefits experience.

Duties

• Administer organization-wide benefit programs including health and welfare, life insurance, leave of absence, FMLA, STD/LTD, retirement, and well-being programs.
• Support team member inquiries on new enrollments and life events, and prepare spreadsheets and charts to communicate carrier information to executive leadership.
• Assist with open enrollment processes including system setup, testing, communications, training, and vendor file uploads.
• Administer retirement plans including auditing 401a, 457b, Roth IRA, and RHS plan enrollments, validating payroll data, and reconciling contributions.
• Complete vendor invoicing, self-billing, and reporting, and support Finance with quarterly audit payments.
• Monitor vendor data feeds for completeness and accuracy, resolve data discrepancies including root cause analysis and HRIS corrections, and respond to escalations from benefit vendors and internal partners.
• Maintain relevant procedure documents and audit benefits-related data throughout the year.

Background & Experience

• Bachelor's degree in a related discipline preferred.
• 2 to 5 years of experience in benefits and/or compensation.
• CEBS coursework or certification.
• General knowledge of HR and benefits practices preferred.
• Advanced knowledge of HRIS systems, reporting, and data integrity practices.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Strong organizational, customer service, verbal and written communication, and interpersonal skills.
• Ability to multitask, work independently, maintain confidentiality, and lead projects with minimal supervision.

The Benefits Analyst guides retirement benefit plan analysis, eligibility administration, and 401(k) audit management as a key contributor in the Total Rewards function, reporting to the Manager, Retirement Benefits at TreeHouse. The retirement vendor relationships, 5500 reporting, and M&A integration support this role provides directly enable compliant, well-communicated retirement programs for employees across a multi-state, multi-group organization.

Functions

• Administer and analyze eligibility and data on retirement benefit plans.
• Manage and track benefit vendor invoicing and develop process documents and metrics to support vendor management.
• Develop and manage regular audits of 401(k) elections and related payroll deductions.
• Assist with review of pension and Other Post-Employment Benefits (OPEB) data, supporting the third-party pension administrator as needed.
• Manage compliance requirements including 5500 reporting, non-discrimination testing, and SPD review.
• Enhance employee and management communications via internal mechanisms and third-party providers to increase member understanding and utilization.
• Support M&A integration including plan comparisons, union negotiations with metrics and analysis, and implementation of resulting changes.
• Identify, implement, and administer new reporting to support business needs and review benchmark studies to provide value-added analyses.

Required Qualifications

• Bachelor's degree in Human Resources or Business Administration preferred.
• Minimum 3 years of experience administering health benefits and/or retirement programs for a multi-state, multi-group organization.
• Excellent strategic planning, creative problem-solving, and project management skills.
• Strong quantitative and analytic skills, especially with Microsoft Excel.
• Excellent communication skills, both written and verbal.
• Self-starter with a high level of persistence and results focus, able to adapt to changing priorities under pressure.
• Ability to handle confidential and sensitive information with appropriate discretion and good judgment.

Benefits Analyst coordinates remuneration and benefits administration, global mobility policy management, and international employment contract oversight in support of the Remuneration Manager and HR Team. Success in the position means managers and employees receive timely, accurate advice on reward and benefit schemes while the organization maintains compliance with visa status requirements and global employment obligations.

Accountabilities

• Assist the Remuneration Manager on visa application processes and manage the organization's compliance with employee visa status in conjunction with the HR Team.
• Support the Remuneration and Benefits Manager with the Global Mobility Policy and the review and management of international employment contracts and supplier relationships.
• Support the development, implementation, and administration of rewards, benefits, and recognition schemes and policies.
• Manage remuneration and benefits enquiries and provide advice to managers and employees, maintaining reward and benefit schemes on a monthly and annual basis.
• Support the annual salary review, bonus process, and incentive calculations, researching opportunities for process improvements.
• Undertake external market analysis, complete benchmark requests, and conduct or commission research on remuneration and benefits policies in collaboration with the Remuneration Manager.
• Support the generation of business reports and conduct various types of analyses.

Qualifications & Experience

• Tertiary qualification in Human Resources or equivalent.
• Minimum 4 years of experience within Compensation and Benefits.
• Knowledge of job evaluation methodology and global mobility policy administration.
• Advanced Microsoft Excel skills.
• Strong analytical and numerical skills with exceptional attention to detail and the ability to derive insights from multiple data sources.
• Excellent verbal and written communication skills.
• Ability to build and maintain relationships at all levels and handle confidential information appropriately.

The Benefits Analyst crafts data analytics, regulatory monitoring, and vendor management frameworks that sustain health and welfare benefit provisions and support district benefits representatives and business officials as a consultant on routine and complex benefit questions. Reporting through the benefits strategy function and working across the data warehouse vendor, wellness program partners, and internal stakeholders, this role enables the organization to optimize benefit programs through informed, insight-driven decision-making.

Activities

• Undertake data analytics and reporting with the data warehouse vendor to ensure maintenance of benefit provisions and provide insights for business case and decision-making recommendations.
• Co-lead benefits projects to ensure alignment to client business objectives and overall benefits strategy.
• Monitor regulatory changes and benefits trends, analyze their implications, and recommend appropriate action.
• Assist in developing a robust benefits communications program to help employees understand and optimize their health and welfare benefits.
• Assist with the implementation and ongoing development of wellness programs and initiatives.
• Manage vendors to ensure highest quality of service at lowest cost, develop performance standards, and monitor vendor performance.
• Provide day-to-day support and respond to routine and complex benefit questions for employees and retirees, acting as a consultant to district benefits representatives and business officials.

Skills & Qualifications

• 2 to 3 years of combined experience in benefits administration, strategy, finance, and operations within a medium or large organization.
• Knowledge of U.S. health and Welfare benefit operations, financing, compliance, and administration, including federal and state regulations.
• Strong analytical and technical skills with the ability to determine relevant insights for decision-making.
• Process improvement experience with a keen ability to identify continuous improvement opportunities and implement changes.
• Excellent people skills with the ability to interact positively and tactfully with others and manage multiple priorities autonomously.
• Excellent business judgment with strong logic, communication, and organizational skills.

Embedded within the Total Rewards function, the Benefits Analyst manages pension calculations, Registered Pension Plan administration, and the Corporate Pension Top Up Program while acting as the key point of contact for all pension and benefit plan inquiries for union and non-union employees, retirees, dependents, and beneficiaries. Working closely with TUP Actuaries, HR management, and employees across the organization, this role strengthens the compliance, market competitiveness, and member education that sustain the integrity of pension and benefits programs.

Operational Focus

• Provide subject matter expertise, technical and analytical support for Total Rewards benefits and pension programs and policies, and coordinate related projects.
• Act as key point of contact for all pension and benefit plan inquiries for union and non-union employees, retirees, dependents, and beneficiaries.
• Ensure accuracy of all pension calculations and pension payment authorizations and provide day-to-day administration of Registered Pension Plans.
• Administer the Corporate Pension Top Up Program (TUP), monitoring compliance with Operational Terms and Conditions and resolving problems identified by TUP Actuaries.
• Review benefit documentation to ensure plan texts and compliance notifications are in order and maintain compliance calendars.
• Review and revise all TR policies and programs based on analysis, market research, legislation, and best practice across life, health, dental, disability, pension, and other benefits.
• Deliver pension education through employee portals, group presentations, and one-on-one counselling sessions.
• Conduct audits, ad-hoc analyses, and collective bargaining research to recommend updated policies and provide pension and benefits technical language for program development.

Requirements

• Degree or diploma in Human Resources Management or Business Administration, or equivalent combination of education and experience.
• CEBS or Certified Benefit Professional (CBP) certification strongly preferred.
• Minimum 5 years of experience in benefit and pension administration and plan design, preferably in a large unionized environment.
• Knowledge of TR benefits and pension programs, including Income Tax Act, Pension and Benefits Act, Employment Standards Act, and Family Law Act.
• Excellent knowledge of HR Management Systems such as Oracle.
• High proficiency in Microsoft Office, spreadsheet analysis, and database applications.
• Strong research, analytical, problem-solving, and interpersonal communication skills.
• Demonstrated initiative and ability to work independently and within a team, promoting knowledge sharing and managing team dynamics.

Reporting to the HR Solutions Operations India leadership, the Benefits Analyst runs core benefit operational HR services, including medical reimbursement, government insurance, and third-party benefit arrangement and management for the India market. Partnering with employees, HR professionals, managers, and external stakeholders, this role designs and deploys scalable, standardized benefits programs and continuous improvement initiatives that align with statutory requirements and industry benchmarks.

Key Deliverables

• Manage benefit workload to meet operational requirements and coordinate the preparation of benefit-related documents, including monthly, quarterly, and year-end reports.
• Administer benefit plans in compliance with statutory reporting and filing requirements, ensuring all records are maintained per statutory requirements and supporting internal and external audits.
• Conduct gap analysis and benchmarking of benefits per industry standards and create stakeholder proposals to implement benefit changes.
• Review and improve benefit policies and procedures using general HR Services knowledge, interpreting and implementing new legislation impacting benefit practice.
• Leverage and enforce processes and technologies to support benefit service delivery and promote efficiency.
• Support the design and delivery of HR Services training and education sessions for employees, HR professionals, and managers.
• Maintain key internal and external relationships and champion a continuous improvement culture to deploy scalable, standardized benefits programs.

Experience & Qualifications

• Bachelor's degree in a relevant field, with MBA in HR preferred.
• 6 to 9 years of experience in HR operations and/or employee benefits within a diverse environment.
• Experience in benefit management in the Indian market.
• Knowledge of applicable local legislation.
• Experience in a shared services organization with a proven record of process implementation and optimization.
• Project management experience with strong drive for results and end-to-end ownership.
• Demonstrated business acumen and understanding of the evolving HR landscape.
• Good leadership, stakeholder management, and communication skills with the ability to positively influence and collaborate across teams.

Sitting at the intersection of benefits operations and financial reconciliation, the Benefits Analyst manages H&W and 401(k) file audits, retirement plan funding, HSA employer seed processes, and ad hoc benefits reporting while researching and resolving escalated benefit-related issues. Operating across Payroll, Accounting, Finance, and HR leadership, this role runs the reconciliation, compliance, and SOP documentation work that ensures benefit programs are administered accurately, transparently, and in full compliance with organizational standards.

Areas of Ownership

• Research and provide solution options on escalated benefit-related issues.
• Audit weekly H&W and 401(k) files, review and resolve discrepancies, and coordinate retroactive deductions and corrections with Payroll.
• Prepare retirement plan funding, including 401(k) and SERP FICA, and work with Accounting to ensure proper entry of benefits-related expenses.
• Reconcile benefits reporting including HSA, FSA, and related accounts, and assist with oversight of LOA Self-Pay and Direct Bill processes.
• Ensure benefits website is current with required links, notices, and plan documents and disseminate H&W quarterly reporting trends to divisions.
• Prepare ad hoc benefits reporting and presentations, support annual enrollment, assist with wellness initiatives, and ensure SOPs are documented for all benefits-related processes.
• Oversee HSA employer seed process, handle year-end FSA balance and overpayment processes, and act as backup for HR/Benefits Invoicing and Medical Support Order processing.

Technical Qualifications

• Minimum 3 years of relevant benefits experience.
• Knowledge of H&W plans, 401(k), HSA, FSA, LOA, and Medicare COB processes.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office Suite.
• ADP EV5 and ADPR experience preferred.
• Detail-oriented with strong analytical and problem-solving abilities and experience analyzing data and numerical reports.
• Ability to work with sensitive and confidential information and maintain a professional demeanor.
• Strong verbal and written communication skills, including presentation skills, and the ability to interact with all levels of the organization.
• Ability to develop and execute work plans, manage workload autonomously, and provide informal guidance to new team members.