Location: Exton, PA
Work Arrangement: Hybrid – On-site Wednesday and Thursday each week
Job Description
Purpose
We are seeking an experienced and detail-oriented Regional Benefits Operations Senior Analyst to support the administration, communication, and continuous improvement of employee benefit programs across the United States. This role will focus on health and welfare benefits, retirement plans, annual enrollment, reimbursement programs, and employee benefits support.
The ideal candidate will have extensive experience in U.S. benefits administration, strong analytical and problem-solving skills, and the ability to collaborate with HR, Payroll, HR Technology, benefits vendors, and other stakeholders. The role will contribute to improving operational efficiency, ensuring compliance, and delivering an exceptional employee experience.
Position Responsibilities
- Support the administration of health and welfare benefit plans, including medical, dental, vision, life and disability insurance, health savings accounts (HSA), flexible spending accounts (FSA), tuition reimbursement, fitness reimbursement, retirement plans, and leave of absence programs.
- Lead retirement plan administration activities, including complex funding requirements, and support retiree medical enrollment.
- Co-manage annual enrollment operations and ensure accurate and timely execution of benefit-related activities.
- Administer tuition and fitness reimbursement programs in accordance with established policies and procedures.
- Resolve employee benefits escalations related to enrollment, claims, payroll deductions, coverage changes, and plan information with professionalism, empathy, and urgency.
- Analyze case management data to identify service improvement opportunities, enhance employee support resources, and maintain accurate benefits content on employee portals.
- Coordinate benefit plan and policy updates with HR support teams and ensure clear, consistent communication to employees and internal stakeholders.
- Perform quality checks on benefits data, investigate eligibility and file discrepancies, coordinate corrections with vendors, and identify root causes.
- Provide backup support for selected leave of absence processes as needed.
- Monitor HSA and FSA funding against employee elections and annual funding targets to ensure accuracy.
- Administer vendor billing, including invoice reconciliation, self-invoicing, and review of vendor statements.
- Collaborate with benefits vendors, Payroll, HR Technology, HR business partners, and other internal teams to resolve issues and maintain operational effectiveness.
- Prepare ad hoc reports and analyze benefits data for internal stakeholders, payroll teams, insurance brokers, annual surveys, and policy decisions.
- Lead cross-functional projects and process improvement initiatives to optimize benefits operations and enhance the employee experience.
- Monitor and report employee benefits inquiry metrics and trends using ServiceNow and other reporting tools.
Experience and Technical Qualifications
- 6–8+ years of experience in U.S. employee benefits administration within a corporate environment, preferably with a large employer.
- Strong knowledge of U.S. health and welfare benefits, retirement plans, and benefits administration requirements.
- Working knowledge of ERISA, COBRA, HIPAA, FMLA, and ADA requirements.
- Experience managing retirement plan administration, including funding requirements.
- Strong analytical skills and experience working with large datasets.
- Intermediate to advanced Microsoft Excel skills, including VLOOKUPs, PivotTables, data manipulation, and reporting.
- Experience developing dashboards, tracking metrics, and presenting data through visual reports.
- Demonstrated experience in process improvement, project coordination, and operational optimization.
- Experience with Workday or Oracle Cloud HR technology.
- Experience with ADP Payroll or a similar payroll platform.
- Experience with ServiceNow or a similar case management system.
- Familiarity with SharePoint and other collaboration tools.
- Experience working with benefits vendors and administrators, such as Fidelity, Alight, and healthcare providers.
Preferred Skills and Competencies
- Strong customer service orientation and commitment to delivering an exceptional employee experience.
- Excellent written and verbal communication skills, particularly when handling sensitive and confidential benefits matters.
- Strong research, troubleshooting, and analytical capabilities.
- Excellent organizational and time management skills, with the ability to manage multiple priorities simultaneously.
- Ability to work independently, exercise sound judgment, and escalate complex issues appropriately.
- Strong collaboration skills and experience partnering with Payroll, HR Technology, HR business partners, employee support teams, and external vendors.
- Proven ability to lead projects, drive initiatives, and mentor junior team members.
- Strong attention to detail, follow-through, and accountability for end-to-end delivery.
- A continuous improvement mindset, with a focus on simplification, innovation, and operational excellence.
- Experience working in large, complex, matrixed organizations.
Education
- High school diploma or equivalent required.
- College degree preferred, particularly when combined with 6–8+ years of relevant U.S. benefits experience.
Additional Requirements
- Proficiency in Microsoft Office applications, particularly Excel, Word, PowerPoint, and Teams.
- Ability to analyze benefits data, identify trends, resolve discrepancies, and develop actionable recommendations.
- Ability to maintain confidentiality and handle sensitive employee information appropriately.
- Flexibility to work in a hybrid arrangement, with on-site attendance in Exton, Pennsylvania, on Wednesdays and Thursdays each week.