Process Optimization & Continuous Improvement

• Partner with the Director/VP of Benefits to identify operational gaps, inefficiencies, bottlenecks, risks, data integrity issues, and opportunities for standardization, automation, and workflow streamlining.
• Provide continual review of existing benefits process documentation and workflows to assess accuracy, efficiency, and alignment with industry best practices.
• Assist with internal/external audits, data requests, and cross-functional projects assigned by the Director/VP of Benefits.
• Maintain structured logs of findings, recommendations, and process improvement requests to support informed leadership decision-making.
• Support the design and development of new or improved workflows and submit recommendations for review/approval by the Director of Benefits.
• Maintain strict confidentiality of all employee, organizational, and process-related information until formally approved for release.

Training & SOP Management

• Create, maintain and communicate comprehensive process documentation, SOPs, and training materials for both existing processes and newly developed workflows, distributing updates only after leadership approval.
• Draft clear, user-friendly documentation for new tools, system enhancements, and process changes to support employee adoption and communicate when approved.
• Ensure all training materials, SOPs, and process documents are current, version-controlled, and centrally stored for easy access.

• Collaborate with Benefits leadership and SMEs to validate accuracy of content and ensure alignment with organizational standards.
• Partner with Benefits leadership to develop, refine, and maintain SOPs, workflows, and reference guides, ensuring all updates are tested and approved by the Director of Benefits before implementation.
• Serve as a liaison for new-hire onboarding, introducing employees to the Prestige LMS, reviewing required training, and guiding them through course access and completion.
• Serve as the primary liaison to the outsourcing team, ensuring alignment with processing requirements and adherence to SOPs; document and update SOPs as needed.
• Use the established training curriculum to create and manage tailored onboarding agendas, ensuring required courses are scheduled, tracked, and completed on time.
• Maintain organized, centralized storage of departmental knowledge, SOPs, and workflows for team and cross-functional use.
• Perform additional duties and special projects assigned in support of the Benefits department and organizational goals

Compliance & Benefits Service Excellence

• Support audits, compliance reviews, and regulatory documentation as needed.
• Document benefits processes, workflows, and procedural timelines to ensure all information is accurate, up-to-date, and stored in a centralized, audit-ready location.

Qualifications

• 3+ years of experience in benefits administration, process improvement, or operations management; PEO or HR services experience preferred.
• Strong understanding of benefits compliance requirements and eligibility rules.
• Demonstrated experience creating SOPs, training materials, and process documentation.
• High proficiency in Microsoft Excel and experience with HRIS, CRM, or benefits platforms (e.g., PrismHR, Salesforce, ADP).
• Exceptional attention to detail with a commitment to data accuracy and workflow efficiency.
• Strong communication, organizational, and project management skills with the ability to manage multiple priorities.

Core Competencies

• Process-Oriented Thinking
• Problem Solving & Critical Thinking