Job title: Benefits Associate Reconciliation
About the role
The Benefits Associate will play a crucial role in ensuring the accuracy and integrity of our reconciliation processes. This position involves meticulous reconciliation work, identifying and resolving discrepancies within the PRISM system and Carrier Websites. If any issues arise, the Benefits Associate will promptly escalate them to maintain timely and accurate customer payments and deductions.
Responsibilities
Essential Duties and Responsibilities:
Benefit Invoice Reconciliation:
Conduct a thorough reconciliation or audit of benefit invoices, comparing and identifying inconsistencies between collected amounts and actual payments.
Discrepancy Resolution:
Resolve discrepancies identified during reconciliation within PRISM, Tabulera, and Carrier websites. Ensure accurate financial records.
Smartsheet Maintenance:
Update Smartsheet with real-time annual balance sheet information for review by the Benefits Control Team.
Assist in Position Replacement:
Support Benefits Assistant and Associate roles when needed to ensure continuity.
Client Space Management:
Handle Client Space cases and tasks, ensuring proper routing and resolution.
Contact Points of Contact:
Reach out to POCs or Benefits Manager to resolve questions related to benefit processes.
Manager Communication:
Communicate with Manager, Senior Benefits Specialist, and Supervisor when necessary to resolve discrepancies.
Client Information Validation:
Generate reports from PRISM and Tabulera to validate and maintain accurate client data.
Tracking Format Maintenance:
Maintain and update tracking formats in Smartsheet.
Goal Compliance:
Ensure compliance with KPIs and organizational goals.
Perform any additional procedures required for job fulfillment.
Knowledge, Skills, and Abilities
Intermediate knowledge of Microsoft Office
Intermediate accounting knowledge
Data analysis skills
Research and information gathering ability
Time management and self-management
Intermediate English (85% reading, writing, conversational)
Education and Experience
Academic Qualifications:
Technical degree in Human Sciences, Administrative, and/or Accounting fields
Experience:
At least 1 year in administrative, organizational, accounting assistance, or academic research
