Benefits Analyst
Role Overview
Summary The Retirement Benefits Analyst serves as a subject matter expert for the organization's Defined Benefit and Defined Contribution retirement programs.
The Retirement Benefits Analyst provides comprehensive escalation support to stakeholders, including colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans.
The Retirement Benefits Analyst is charged with using analytical problem-solving skills and subject matter expertise to execute and support assigned retirement benefits programs and to provide exceptional customer service to stakeholders.
Job Duties
• Serves as a subject matter expert and point of contact for escalated colleague retirement benefits program inquiries; provides exceptional customer service to colleagues and other stakeholders; resolves retirement benefits-related issues through investigation and coordination with internal and external partners; guides colleagues through retirement benefits enrollment processes,, and plan changes; responds to inquiries via phone, email, and in-person meetings in a timely and professional manner; ensures complete resolution of retirement benefits inquiries; participates in colleague and new hire benefits presentations; escalates complex benefits inquiries as necessary.
• Ensures the timely and accurate processing of retirement benefits transactions in accordance with best practices and applicable legal requirements; maintains accurate retirement benefits records and ensures data integrity across systems; coordinates with internal stakeholders and external vendors to ensure accurate and compliant processing and reconciliation of retirement benefits transactions; supports enrollment activities including communications, system updates, and employee meetings; reconciles and processes retirement benefits-related invoices.
• Supports the implementation of new retirement benefits programs through administrative setup and employee communications; maintains ongoing retirement benefits operations through proactive monitoring and issue resolution; collaborates with cross-functional teams to ensure seamless program delivery and colleague experience.
• Analyzes data sources to provide evidence-based recommendations about process improvement within the retirement domain; and researches and analyzes retirement benefits-related issues to identify root causes and develops resolution recommendations.
• Leverages organizational knowledge and insights to enhance retirement benefits program effectiveness; contributes to knowledge sharing initiatives within the Retirement Team; and documents processes, procedures, and best practices to ensure continuity and consistency.
• Identifies opportunities and makes recommendations for process improvements and program enhancements; proactively adopts and leverages technology tools to improve efficiency, accuracy, and user experience.
Key Skills for This Role
Full Job Posting
Benefits
- Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.
- For more benefits information, please click here
About Jefferson Health
Integrated health care and higher education system.
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