Benefits Specialist Goals and Objectives Examples
Conduct timely and accurate benefit enrollments for new hires.
Provide excellent customer service to employees seeking benefits information.
Administer and communicate annual open enrollment process.
Develop and maintain relationships with insurance carriers.
Keep up-to-date on compliance regulations as they relate to employee benefits.
Process life insurance claims in a timely manner.
Advise employees on utilization of their benefits.
Facilitate employee education sessions on available benefits.
Ensure that all benefits-related invoices are paid in a timely manner.
Organize and coordinate wellness programs for employees.
Monitor employee participation in benefit programs and make recommendations for improvement.
Evaluate the effectiveness of current benefits offerings and make suggestions for changes.
Maintain personnel records related to employee benefits.
Assist with resolving complex benefits issues.
Respond to benefits related inquiries from employees, third-party vendors, and government agencies.
Support annual 401k testing and compliance efforts.
Manage COBRA administration for terminated employees.
Analyze healthcare claims data and usage trends to identify opportunities for cost savings.
Coordinate with payroll to ensure benefit deductions are accurate.
Work with HR team to develop competitive benefits packages.
Create and distribute benefits communication materials to employees.
Stay informed on emerging trends in the benefits industry.
Ensure compliance with all leave laws, including FMLA, ADA, and state-specific regulations.
Support employee health and wellness initiatives.
Oversee processing of disability claims and accommodations requests.
Participate in insurance renewal negotiations with carriers.
Work with brokers to compare health plan options and provide recommendations.
Manage non-discrimination testing for benefit plans.
Facilitate COBRA elections and payments.
Review and approve tuition reimbursement requests.
Assist with the design and implementation of new employee benefit programs.
Educate employees on the impact of benefits choices on their paychecks.
Ensure that all benefits-related communications meet legal requirements.
Audit benefits information in HR systems to ensure accuracy.
Investigate complaints related to denied benefits claims or eligibility issues.
Prepare and distribute summary plan descriptions (SPDs).
Develop procedures for handling confidential employee benefit information.
Ensure all benefit materials are translated into languages other than English as needed.
Provide support for 401(k) audits and annual Form 5500 filings.
Collaborate with HR team members to answer general HR-related questions.
Conduct regular training sessions for management on all aspects of employee benefits.
Track vendor performance metrics, such as response times and accuracy of claims processing.
Maintain knowledge of current healthcare reform laws and regulations, including ACA reporting.
Provide support for annual benefit plan audits.
Engage with relevant teams to resolve system issues or errors impacting benefit administration.
Review monthly billing statements from insurance carriers for accuracy.
Coordinate with other departments to ensure seamless integration between various HR systems.
Conduct exit interviews with departing employees to discuss their experience with company benefits.
Answer complex employee inquiries related to HSA, FSA, or HRA accounts.
Collaborate with payroll team to troubleshoot employee benefit deductions or contribution issues.
Develop and implement standardized processes for managing leave requests.
Provide guidance on retirement plan contribution limits and catch-up contributions.
Analyze data on costs and usage trends of benefit plans, making recommendations based on findings.
Manage FMLA, short-term disability, and long-term disability processes from beginning to end.
Track time off balances for employees using PTO or vacation time.
Develop communications plans for communicating benefits changes or updates to employees.
Facilitate wellness challenges or health coaching sessions for employees.
Ensure all benefit plan documents are updated annually to reflect any changes in laws or regulations.
Serve as an advocate for employees seeking assistance navigating complex benefit issues.
Provide information on alternative work arrangements, such as flexible schedules or telecommuting.
Develop strategies for improving employee participation in company-sponsored benefits programs.
Track usage rates of different types of benefits offered, such as dental or vision coverage.
Ensure HIPAA compliance for all benefits-related activities.
Develop long-term strategies for controlling healthcare costs while maintaining high-quality benefits offerings.
Provide guidance on carrier network options, including HMOs, PPOs, or EPOs.
Monitor enrollment trends by demographics or job classification to identify possible areas where additional education is needed.
Assist with implementing new HR technologies, such as self-service portals or mobile apps, related to benefits administration.
Develop policies around workplace accommodations, such as those needed for nursing mothers or those needing ergonomic equipment.
Identify opportunities for streamlining administrative processes related to benefit enrollment, billing, or claims processing.
Provide guidance on required notices under state or federal law, such as COBRA or HIPAA privacy notices.
Work collaboratively with finance department on budgeting for benefits costs.
Research new technology solutions aimed at increasing efficiency in benefits administration processes.
Evaluate usage rates of voluntary benefit offerings, such as pet insurance or volunteer time-off policies.
Work with external auditors to review controls around handling sensitive employee data related to benefits administration.
Collaborate closely with HR team members responsible for communication, recruitment or retention efforts to ensure total rewards packages are aligned with company goals and objectives.
Regularly update company intranet site or other platforms with the latest information regarding benefit offerings or policies.
Maintain knowledge of recent court cases that may impact company policies or practices around benefit administration.
Ensure all benefit-related documents are compliant with multi-language accessibility guidelines.
Encourage employee engagement in wellness initiatives through contests, competitions or other fun incentives.