Employees in this class assist employees, retirees, and employers regarding the processing, calculation, and explanation of various types of insurance and benefits.
This is an entry-level class. Employees in this class have knowledge and skills related to employee benefits, operate under close supervision, and have very limited decision-making authority within established policies and guidelines.
Communicates information to members in person and by telephone regarding insurance, unemployment insurance, and retirement benefits with the aid of on-line information systems. Resolves customer problems, exercises judgment and discretion, and conducts research under close supervision. Processes refund claims, death claims, and annuity claims for members and beneficiaries. Verifies direct entries for billing systems and completes monthly reconciliation reports. Calculates retirement estimates and final payments. Provides customer service assistance to employees and employers on proper filing methods pertaining to unemployment insurance and on problems in billing. Assists other staff members in compiling data and special reports on various benefits. Assists in the onboarding process for new employees. Assists employees with establishing and maintaining account access for benefits self-service portals. Interprets and communicates basic information on insurance benefit options and retirement plan options applicable to employer. Assists employees with special eligibility situations. Prepares and distributes appropriate continuation of healthcare benefits (COBRA) notices. Assists in open enrollment. Assists with name and address changes and beneficiary changes. Provides basic information about retirement eligibility and directs employees to appropriate entities. Assists in the documentation and monitoring of on-the-job injuries and maintains required records. Maintains employee benefit files.
Ability to learn basic insurance and retirement rules and procedures. Ability to navigate electronic systems. Ability to assist with benefit enrollments. Ability to establish and maintain effective working relationships with coworkers, employees, and retirees. Ability to communicate effectively orally and in writing. Ability to review written materials and financial information and detect discrepancies. Ability to organize and process a large volume or work with a high degree of accuracy. Ability to perform mathematical calculations with a high degree of accuracy. Ability to read, interpret, understand, and explain policies, procedures, regulations, and statutes.
A high school diploma and administrative experience. A bachelor's degree may be substituted for the required work experience.