The Operations Specialist, Benefits is responsible for the lifecycle of various benefit plans, including Flexible Benefits, Health Reimbursement Arrangements, Health Savings Accounts, and Commuter Plans. This encompasses their creation, ongoing maintenance, and eventual closure. The role also includes consumer forms and processing file data relevant to employer configurations and plans.
A strong understanding of the products, systems, files, and technical aspects is essential for success in this position.
● Must adhere to security policies
● Maintain detailed knowledge in function area(s) related to Benefits
● Serve as an internal resource, troubleshoot questions and provide issue resolution using product, file and system knowledge
● Serve as a knowledgeable contact for internal departments
● Communicate with other teams, employers and partners to resolve account discrepancies
● Responsible for solving cases and resolving tier 3 escalations
● Create, update and maintain participant plans and balances
● Update and maintain employer account balances
● Create, update and maintain employer plans and closings
● Process demographic, enrollment and contribution files
● Facilitate peer training when requested
● Identify trends to improve plan administration experience
● Ensure requests made by internal and external departments are resolved in a timely manner
● Attend regularly scheduled one on one meetings with direct leader for professional development and goal setting
● Work with your team, other departments to ensure a positive customer experience
● Create efficiencies and improve processes for employers, consultants and third-party vendors
● Maintain a continuous improvement approach to work
● Participate in ongoing learning, development opportunities and sharing of knowledge
● Maintain attendance and punctuality standards
● Maintain expected quality and performance metrics
● Must participate in team meetings and one on ones via video and phone
● Assist with special projects
General Duties:
All other duties as assigned
Assist with special projects
Continually work on improving departmental workflow
Maintain policy according to HIPAA
Top Skills
Similar Jobs
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

.png)
