Benefits Concierge - NY, NJ, PA
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Preserve all substantive information. Include a section only when posting has real, specific content for it—never emit heading with filler placeholder like "commensurate with experience". So we need to extract sections.
Let's parse the posting.
First part: "WHO WE ARE" includes description of company, benefits list. That's benefits info. Also includes "In exchange for your time and talents, we offer generous benefits, including: ..." then list of benefits. Also includes statement about fairness, diversity.
Then "ABOUT THE POSITION": includes Position Title, Position Overview, Position Type, Compensation Range, Location, then "What you’ll do in this role:" list of duties. Then "What success looks like:" list of outcomes. Then "WHAT WE’RE LOOKING FOR": Minimum qualifications, Preferred qualifications, note about sponsorship.
Then "MISSION AND VALUES": mission statement.
Then "LEARN MORE": links etc. Then contact info. Then EEO boilerplate.
We need to produce sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to map content.
- About the role: likely the Position Overview and maybe description of role. Could combine "Position Overview" and maybe "What success looks like"? But success looks like is more about expectations; could be part of Responsibilities? Usually responsibilities are duties. We'll put responsibilities under Responsibilities.
- Requirements: Minimum qualifications.
- Qualifications: Preferred qualifications? Or maybe combine Minimum and Preferred? The instruction: Use sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide what goes where.
We can treat:
- About the role: Position Overview (the paragraph after Position Overview). Also maybe include Position Type? But schedule is separate.
- Responsibilities: The bullet list under "What you’ll do in this role:" plus maybe also "What success looks like:"? But success looks like is more outcomes; could be part of Responsibilities or maybe separate but we don't have a section for success. Could incorporate into Responsibilities as additional bullet points? Might be okay.
- Requirements: Minimum qualifications list.
- Qualifications: Preferred qualifications list.
- Skills: maybe extract from Minimum qualifications: "Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation." Also "Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems." Also "Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements." Also "Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy." Also "Proficient with standard office equipment..." These could be skills.
But we also have "Experience supporting employee benefits administration..." etc. Those are more experience/requirements. Might be better to put under Requirements.
We need to avoid duplication. Let's think: Requirements could include minimum qualifications (education + experience). Qualifications could include preferred qualifications (education, certifications). Skills could include specific competencies.
But we must ensure we don't create sections with placeholder/filler. All sections must have real content.
We also need Benefits section: list of benefits from WHO WE ARE: Retirement benefits - pension plan, 401(k) with employer match; Excellent health benefits - medical, dental, vision, and supplemental coverage; Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO); 10+ paid holidays per year; Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement; Employee recognition program ...and more!
Also maybe mention "generous benefits" etc.
Pay section: Compensation Range: $23.00/hr. - $30.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*.
Schedule: Position Type: Full-Time (40 hours/week). Monday to Friday 8:00AM - 5:00PM. Also Location hybrid but schedule is about hours.
We need to output only HTML fragment, no markdown fences.
Let's craft.
We'll start with
About the role
then containing the position overview paragraph.
Position Overview: "As a Benefits Concierge, you will serve as a technical benefits resource and an integral member of the People & Culture team. This role supports the administration of the Credit Union’s employee benefits programs, with a strong focus on medical plan administration, medical billing review and processing, vendor coordination, eligibility reconciliation, claims-related issue resolution, and accurate benefits data management. The Benefits Concierge partners closely with employees, managers, benefit vendors, brokers, third-party administrators, payroll, finance, and People Operations to ensure timely service, accurate billing, regulatory compliance, and a positive employee experience throughout the benefits lifecycle."
We'll put that in a
.
Next Responsibilities:
Responsibilities
then with each duty from "What you’ll do in this role:" plus maybe success looks like items? Let's list duties:
- Administer and support all employee benefit programs, including but not limited to medical, dental, vision, life, disability, and voluntary benefit offerings.
- Support day-to-day administration of the self-insured medical plan, including eligibility maintenance, enrollment accuracy, carrier/vendor file coordination, claims-related research, and employee issue resolution.
- Review, reconcile, and process medical, dental, vision, COBRA, and other benefit-related invoices, ensuring billing accuracy, proper documentation, timely payment coordination, and resolution of discrepancies with vendors, brokers, third-party administrators, payroll, and finance.
- Serve as the primary employee resource for benefit enrollment, life event changes, claims or billing questions, escalations, and issue resolution.
- Coordinate annual open enrollment activities and ongoing benefits communications to ensure employees understand and maximize their benefit offerings.
- Partner with brokers, vendors, payroll, finance, and internal stakeholders to ensure accurate processing, billing, reporting, compliance, and auditing of benefits programs.
- Maintain accurate benefits data in HRIS and vendor systems, including enrollment records, payroll deduction updates, demographic changes, dependent eligibility information, and required documentation.
- Lead wellness initiatives and employee engagement programs that support the health and well-being of our workforce.
- Manage People Operations inquiries through the P&C ticketing system, delivering responsive, accurate, and employee-centered support.
- Maintain regulatory compliance and complete required reporting, filings, audits, testing, and documentation related to employee benefits administration.
Success looks like items could be added as responsibilities as well, but they are outcomes. Might be okay to add as bullet points under Responsibilities as they describe expected results. But to avoid duplication, maybe we can incorporate them as bullet points under Responsibilities as they are still part of role expectations. However the instruction: "Use - for any list of duties/requirements/benefits". Success looks like is not duties but outcomes; but we could still treat as duties? Safer to not include them if they'd be filler? They are substantive. I'd include them as bullet points under Responsibilities as they describe what success looks like, which is part of role expectations. But we need to ensure we don't create a separate section for success. We'll add them as additional bullet points.
Success looks like bullets:
- Employees receive timely, accurate, and compassionate support when navigating benefits, claims, billing questions, and wellness programs.
- Benefit enrollments, eligibility updates, vendor communications, payroll-related transactions, and billing processes are completed accurately and efficiently.
- Self-insured medical plan administration is handled with strong attention to detail, accurate data reconciliation, clear documentation, and timely escalation of complex issues.
- Medical and benefit-related invoices are reviewed, reconciled, and processed on time, with discrepancies identified and resolved through effective vendor and internal partnership.
- Open enrollment and wellness initiatives are well-organized, highly engaging, and positively received by employees.
- Benefits programs remain compliant with applicable federal, state, and local regulations.
- Strong partnerships are maintained with vendors, brokers, third-party administrators, managers, finance, payroll, and internal teams.
- Opportunities to improve benefit offerings, billing processes, reporting, and employee education are proactively identified and implemented.
We'll include those.
Now Requirements:
Requirements
then for minimum qualifications.
Minimum qualifications text: "An associate’s degree in Human Resources, Business Administration, Accounting, Finance, or related field with 1-3 years of experience or 3-5 years of related experience may be considered in lieu of degree."
Then list of experience items:
- Experience supporting employee benefits administration, including medical, dental, vision, life, disability, COBRA, and voluntary benefit programs.
- Experience reviewing, reconciling, and processing benefit-related invoices, including medical billing, vendor billing, payroll deduction reconciliation, and discrepancy resolution.
- Knowledge of self-insured medical plan administration or demonstrated ability to learn self-funded plan operations, eligibility processes, claims workflows, invoices, and vendor coordination.
- Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy.
- Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements.
- Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems.
- Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation.
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
Also note: "Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience." That's more of a statement; could be included as a after list.
We'll put that as a
.
Now Qualifications:
Qualifications
then for preferred qualifications.
Preferred qualifications:
- Bachelor’s degree in Human Resources or related field.
- Certified Employee Benefits Specialist (CEBS) designation, SHRM-CP, PHR, or similar certification.
Also note: "At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position." That's a note; could be a after list.
Now Skills:
Skills
then maybe for skills extracted from minimum qualifications that are skill-based: Strong attention to detail, confidentiality, analytical thinking, follow-through, customer-service orientation; Proficient in Microsoft Office Suite especially Excel; Familiarity with HRIS or benefits administration systems; Knowledge of state/federal regulations (HIPAA, COBRA, ACA, ERISA); Basic HR, accounting knowledge, financial acumen; Ability to interpret billing records, enrollment data, benefits reports; Proficient with standard office equipment.
We'll list those.
Now Benefits: Benefits
then list benefits.
Benefits list:
- Retirement benefits - pension plan, 401(k) with employer match
- Excellent health benefits - medical, dental, vision, and supplemental coverage
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
- Employee
for prose. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Preserve all substantive information. Include a section only when posting has real, specific content for it—never emit heading with filler placeholder like "commensurate with experience". So we need to extract sections. Let's parse the posting. First part: "WHO WE ARE" includes description of company, benefits list. That's benefits info. Also includes "In exchange for your time and talents, we offer generous benefits, including: ..." then list of benefits. Also includes statement about fairness, diversity. Then "ABOUT THE POSITION": includes Position Title, Position Overview, Position Type, Compensation Range, Location, then "What you’ll do in this role:" list of duties. Then "What success looks like:" list of outcomes. Then "WHAT WE’RE LOOKING FOR": Minimum qualifications, Preferred qualifications, note about sponsorship. Then "MISSION AND VALUES": mission statement. Then "LEARN MORE": links etc. Then contact info. Then EEO boilerplate. We need to produce sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content. - About the role: likely the Position Overview and maybe description of role. Could combine "Position Overview" and maybe "What success looks like"? But success looks like is more about expectations; could be part of Responsibilities? Usually responsibilities are duties. We'll put responsibilities under Responsibilities. - Requirements: Minimum qualifications. - Qualifications: Preferred qualifications? Or maybe combine Minimum and Preferred? The instruction: Use sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide what goes where. We can treat: - About the role: Position Overview (the paragraph after Position Overview). Also maybe include Position Type? But schedule is separate. - Responsibilities: The bullet list under "What you’ll do in this role:" plus maybe also "What success looks like:"? But success looks like is more outcomes; could be part of Responsibilities or maybe separate but we don't have a section for success. Could incorporate into Responsibilities as additional bullet points? Might be okay. - Requirements: Minimum qualifications list. - Qualifications: Preferred qualifications list. - Skills: maybe extract from Minimum qualifications: "Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation." Also "Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems." Also "Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements." Also "Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy." Also "Proficient with standard office equipment..." These could be skills. But we also have "Experience supporting employee benefits administration..." etc. Those are more experience/requirements. Might be better to put under Requirements. We need to avoid duplication. Let's think: Requirements could include minimum qualifications (education + experience). Qualifications could include preferred qualifications (education, certifications). Skills could include specific competencies. But we must ensure we don't create sections with placeholder/filler. All sections must have real content. We also need Benefits section: list of benefits from WHO WE ARE: Retirement benefits - pension plan, 401(k) with employer match; Excellent health benefits - medical, dental, vision, and supplemental coverage; Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO); 10+ paid holidays per year; Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement; Employee recognition program ...and more! Also maybe mention "generous benefits" etc. Pay section: Compensation Range: $23.00/hr. - $30.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*. Schedule: Position Type: Full-Time (40 hours/week). Monday to Friday 8:00AM - 5:00PM. Also Location hybrid but schedule is about hours. We need to output only HTML fragment, no markdown fences. Let's craft. We'll start with
About the role
thencontaining the position overview paragraph. Position Overview: "As a Benefits Concierge, you will serve as a technical benefits resource and an integral member of the People & Culture team. This role supports the administration of the Credit Union’s employee benefits programs, with a strong focus on medical plan administration, medical billing review and processing, vendor coordination, eligibility reconciliation, claims-related issue resolution, and accurate benefits data management. The Benefits Concierge partners closely with employees, managers, benefit vendors, brokers, third-party administrators, payroll, finance, and People Operations to ensure timely service, accurate billing, regulatory compliance, and a positive employee experience throughout the benefits lifecycle." We'll put that in a
. Next Responsibilities:
Responsibilities
then- with each duty from "What you’ll do in this role:" plus maybe success looks like items? Let's list duties:
- Administer and support all employee benefit programs, including but not limited to medical, dental, vision, life, disability, and voluntary benefit offerings.
- Support day-to-day administration of the self-insured medical plan, including eligibility maintenance, enrollment accuracy, carrier/vendor file coordination, claims-related research, and employee issue resolution.
- Review, reconcile, and process medical, dental, vision, COBRA, and other benefit-related invoices, ensuring billing accuracy, proper documentation, timely payment coordination, and resolution of discrepancies with vendors, brokers, third-party administrators, payroll, and finance.
- Serve as the primary employee resource for benefit enrollment, life event changes, claims or billing questions, escalations, and issue resolution.
- Coordinate annual open enrollment activities and ongoing benefits communications to ensure employees understand and maximize their benefit offerings.
- Partner with brokers, vendors, payroll, finance, and internal stakeholders to ensure accurate processing, billing, reporting, compliance, and auditing of benefits programs.
- Maintain accurate benefits data in HRIS and vendor systems, including enrollment records, payroll deduction updates, demographic changes, dependent eligibility information, and required documentation.
- Lead wellness initiatives and employee engagement programs that support the health and well-being of our workforce.
- Manage People Operations inquiries through the P&C ticketing system, delivering responsive, accurate, and employee-centered support.
- Maintain regulatory compliance and complete required reporting, filings, audits, testing, and documentation related to employee benefits administration.
Success looks like items could be added as responsibilities as well, but they are outcomes. Might be okay to add as bullet points under Responsibilities as they describe expected results. But to avoid duplication, maybe we can incorporate them as bullet points under Responsibilities as they are still part of role expectations. However the instruction: "Use
- for any list of duties/requirements/benefits". Success looks like is not duties but outcomes; but we could still treat as duties? Safer to not include them if they'd be filler? They are substantive. I'd include them as bullet points under Responsibilities as they describe what success looks like, which is part of role expectations. But we need to ensure we don't create a separate section for success. We'll add them as additional bullet points.
Success looks like bullets:
- Employees receive timely, accurate, and compassionate support when navigating benefits, claims, billing questions, and wellness programs.
- Benefit enrollments, eligibility updates, vendor communications, payroll-related transactions, and billing processes are completed accurately and efficiently.
- Self-insured medical plan administration is handled with strong attention to detail, accurate data reconciliation, clear documentation, and timely escalation of complex issues.
- Medical and benefit-related invoices are reviewed, reconciled, and processed on time, with discrepancies identified and resolved through effective vendor and internal partnership.
- Open enrollment and wellness initiatives are well-organized, highly engaging, and positively received by employees.
- Benefits programs remain compliant with applicable federal, state, and local regulations.
- Strong partnerships are maintained with vendors, brokers, third-party administrators, managers, finance, payroll, and internal teams.
- Opportunities to improve benefit offerings, billing processes, reporting, and employee education are proactively identified and implemented.
We'll include those.
Now Requirements:
Requirements
then- for minimum qualifications.
Minimum qualifications text: "An associate’s degree in Human Resources, Business Administration, Accounting, Finance, or related field with 1-3 years of experience or 3-5 years of related experience may be considered in lieu of degree."
Then list of experience items:
- Experience supporting employee benefits administration, including medical, dental, vision, life, disability, COBRA, and voluntary benefit programs.
- Experience reviewing, reconciling, and processing benefit-related invoices, including medical billing, vendor billing, payroll deduction reconciliation, and discrepancy resolution.
- Knowledge of self-insured medical plan administration or demonstrated ability to learn self-funded plan operations, eligibility processes, claims workflows, invoices, and vendor coordination.
- Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy.
- Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements.
- Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems.
- Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation.
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
Also note: "Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience." That's more of a statement; could be included as a
after list. We'll put that as a
. Now Qualifications:
Qualifications
then- for preferred qualifications.
Preferred qualifications:
- Bachelor’s degree in Human Resources or related field.
- Certified Employee Benefits Specialist (CEBS) designation, SHRM-CP, PHR, or similar certification.
Also note: "At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position." That's a note; could be a
after list. Now Skills:
Skills
then maybe- for skills extracted from minimum qualifications that are skill-based: Strong attention to detail, confidentiality, analytical thinking, follow-through, customer-service orientation; Proficient in Microsoft Office Suite especially Excel; Familiarity with HRIS or benefits administration systems; Knowledge of state/federal regulations (HIPAA, COBRA, ACA, ERISA); Basic HR, accounting knowledge, financial acumen; Ability to interpret billing records, enrollment data, benefits reports; Proficient with standard office equipment.
We'll list those.
Now Benefits:
Benefits
then- list benefits.
Benefits list:
- Retirement benefits - pension plan, 401(k) with employer match
- Excellent health benefits - medical, dental, vision, and supplemental coverage
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
- Employee