Benefits Reporting Specialist

About the role

The organization operates in the employee benefits industry, addressing the complexities employers face in managing employee benefit programs. It provides technology solutions that streamline the collection, processing, and reconciliation of benefits administration data and insurance carrier invoices. This approach helps employers and brokers ensure accurate payments and risk mitigation related to their insurance expenditures. The company serves a range of clients from major national brands to smaller employers and is focused on expanding its software platform to support more employers effectively.

The Benefits Reporting Specialist role is centered on managing and analyzing employee benefits data to ensure accuracy and compliance with client agreements. This position plays a critical role in preparing data for analysis, onboarding new clients technically, and supporting automation efforts. The role supports decision-making processes by providing accurate benefits reports and collaborating with internal teams to improve product offerings and client satisfaction.

Responsibilities

• Collect health insurance invoices and convert data for use in proprietary software.
• Import client Benefits Administration data for comparison against carrier invoices.
• Generate reports on various employee benefits, ensuring accuracy and compliance.
• Analyze benefits data to detect discrepancies and identify improvement areas.
• Handle technical client onboarding and generate initial and renewal reports.
• Assist in client training alongside client-facing team members.
• Collaborate with AI teams to automate data-related tasks.
• Communicate with carriers and brokers to obtain invoices when needed.
• Provide feedback to the Product team to enhance software and reporting.
• Troubleshoot and resolve reporting and delivery issues.
• Maintain process documentation.
• Stay updated on industry trends, regulations, and best practices.
• Participate in cross-functional initiatives to improve benefits administration processes.

Requirements

• Proficiency in Microsoft Excel.
• Bachelor’s degree in Business Administration, Data Analysis, Finance, Human Resources, Information Systems, or related field preferred.
• Minimum 2 years in data analysis within employee benefits or HRIS domain.
• Strong skills in data manipulation, analysis, and visualization using Excel, SQL, or BI platforms.
• Attention to detail with strong research and analytical abilities.
• Experience with HRIS systems and benefits administration software is highly desirable.
• Excellent communication skills to convey complex data insights.
• Ability to work independently and manage multiple priorities.
• Collaborative mindset for cross-team engagement.
• Familiarity with Artificial Intelligence technologies is a plus.
• Submission of a cover letter describing relevant experience and motivation.

Benefits

• Discounted health, dental, and vision insurance.
• Variety of coverage options including full coverage and high-deductible plans.
• Options for Health Savings Accounts and Flex Spending Accounts.
• Company-paid