Benefits Specialist II

Role Objectives

The Benefits Specialist II is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This role independently owns a book of business and serves as a trusted benefits subject matter expert and service leader for clients, internal partners, and vendors.

Key Responsibilities

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

Key Measurables

• Advanced benefits administration and compliance expertise.
• Strong case management and issue-resolution skills.
• High attention to detail with consistent data accuracy.
• Able to manage multiple complex priorities independently.
• Critical thinking and problem-solving mindset grounded in customer care.
• Strong organizational, time management, and analytical skills.
• Professional judgment, confidence, and accountability.

Preferred Skills

• PrismHR experience is strongly preferred; comparable systems accepted.
• Prior payroll or ACA compliance experience.
• Experience mentoring or training junior team members.
• Demonstrated success in process improvement initiatives.
• Strong technical proficiency in benefits system configuration, audits, and troubleshooting.

Required Experience

• Bachelor’s degree preferred or equivalent experience.
• 4+ years of experience in benefits services or benefits administration.
• Strong HRIS experience with benefits administration platforms.
• Advanced proficiency with Microsoft Office Suite (Excel, Outlook, Word).
• Strong written and verbal communication skills.
• Ability to make independent, sound decisions in a client-facing environment.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job operates in an indoor office environment. Clean, pleasant, and comfortable office setting. Equipment for daily performance will be provided.

Salary

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application.