EMPLOYEE BENEFITS SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 02, 2025 - The Employee Benefits Specialist administers and maintains benefit programs such as medical, dental, vision, life insurance, disability, leave of absence, and retirement plans while ensuring compliance with federal and state laws like ACA, COBRA, and HIPAA. This position prepares reports and applications for filing with regulatory agencies, interprets and applies leave programs in accordance with applicable employment laws, and reviews changes to benefit-related legislation. Additionally, the role involves managing open enrollment processes, ensuring adherence to privacy guidelines, and assisting in the procurement of benefits services.

Essential Hard and Soft Skills for a Standout Employee Benefits Specialist Resume
  • Benefits Administration
  • Health Insurance
  • Retirement Plans
  • Compliance Knowledge
  • Payroll Systems
  • Data Management
  • Benefits Communication
  • Budgeting Analysis
  • Regulatory Research
  • Reporting Analytics
  • Communication
  • Problem-Solving
  • Attention to Detail
  • Negotiation
  • Time Management
  • Customer Service
  • Conflict Resolution
  • Critical Thinking
  • Interpersonal Skills
  • Adaptability

Summary of Employee Benefits Specialist Knowledge and Qualifications on Resume

1. BS in Human Resource Management with 3 years of Experience

  • Knowledge of leave benefits outside
  • Previous experience working in Workday and ServiceNow or comparable HCM and CRM systems
  • Experience working in a high-speed, global technology company
  • Communication skills and experience handling sensitive matters with tact and diplomacy
  • Experience interacting with all levels of a professional organization
  • Attention to detail and accuracy and experience maintaining confidentiality
  • Experience exercising independent judgment and discretion while utilizing company policies and practices to determine the appropriate action
  • Excellent communication skills
  • Experience with Microsoft Office, Lotus Notes and Ultipro Payroll software
  • Experience with preparing reports

2. BS in Business Administration with 5 years of Experience

  • Experience analyzing report data relevant to a Health and Welfare Benefits Program, writing summaries and synthesizing data from various sources into documents that can be used for higher-level decision-making.
  • HR Generalist experience or certification
  • Benefit administration experience
  • Knowledge of HRIS software. 
  • Knowledge of Workday, PeopleSoft, or Oracle.
  • Experience with a help desk ticketing system
  • Experience with applications like MS Office and Google Mail Services
  • Customer service experience with a high volume of calls or call center experience.
  • Experience responding to inquiries, calculating program eligibility, counseling and advising persons concerning health benefits.
  • Ability to work accurately and effectively
  • Ability to perform complex administrative tasks involving the use of independent good judgment
  • Ability to maintain confidential client and employee data and information

3. BA in Organizational Psychology with 4 years of Experience

  • Excellent verbal and written communication skills.
  • Ability to effectively plan, organize and meet deadlines while maintaining a high level of quality and confidentiality.
  • Ability to display strategic thinking and good judgment when faced with complex or challenging situations and decisions.
  • Advanced Microsoft Suite computer skills.
  • Strong Bilingual English and Spanish
  • Ability to communicate (read and write) effectively in a business environment.
  • Ability to follow procedures and instructions.
  • Ability to sit at a desk for long periods to assemble documentation and record data.
  • Ability to walk the facilities to collect necessary data.
  • Ability to exercise independent judgment in determining how to conduct assigned tasks.
  • Ability to report safety hazards immediately to the supervisor or safety manager.
  • Immediately report incidents involving injury, illness, or property damage.

4. BS in Accounting with 3 years of Experience

  • Ability to influence and motivate others to achieve shared goals
  • Client-facing sales experience with the ability to communicate complex information to a wide variety of personnel in a clear, concise and well-organized manner
  • Strong interpersonal/rapport-building skills are required to build relationships with banking partners and prospective clients and to enhance Bank of America’s brand in the Retirement and Employee Benefits marketplace
  • Proficiency in the use of MS Office suite of tools
  • Familiarity with managing activities and pipelines in a CRM tool
  • Superior technical expertise in retirement plans and/or benefits plans with an understanding of the competitive landscape
  • Understanding of Commercial Banking business and clients
  • Ability to comply with all company safety policies, procedures, and rules.
  • Ability to refuse any unsafe task or operation.
  • Ability to participate in safety meetings and training.
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