What are the responsibilities and job description for the Benefits Coordinator position at Origin Bank?
Summary: Manages and administers employee benefit plans for the organization and serves as primary contact for employees regarding their benefits; ensures compliance with all applicable regulations. Participates in developing organizational guidelines and procedures. Partners with vendors and benefits broker to manage claims, funding, and risk mitigation for self-funded plans. Continuously works with highly sensitive and confidential information and maintains the confidentiality of the information.
Duties and Responsibilities include the following.
- Administration of employee benefit programs such as self-funded medical and dental plans, vision, disability, life insurance, employee assistance, 401k, Employee Stock Purchase Plan (ESPP) and any other employee benefit plans.
- Serves as the primary contact for employees regarding benefits inquiries, enrollment, and claims resolution.
- Stays up to date and ensures compliance with benefits laws such as ERISA, ACA, COBRA and HIPAA.
- Utilizes Workday to effectively manage benefits enrollment and reporting.
- Reviews claims data and other reports to ensure stop loss reimbursements are processed correctly; ensures that funding reports and stop loss reports are updated.
- Reconciles all benefit bills monthly to ensure enrollments are correct and costs are accurately expensed.
- Works with broker and insurance carriers to resolve issues relating to claims, enrollment, eligibility, etc.
- Collaborates with payroll to ensure seamless benefits administration and accurate deductions.
- Reviews and processes changes to benefits in accordance with Section 125 regulations.
- Reviews integration reports to ensure file feeds are running successfully and accurately.
- Ensures that 401k and ESPP contribution changes and 401k loans are processed correctly and timely.
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Key responsibilities related to benefits open enrollment:
- Reviews, updates and distributes updated benefits information through clear and engaging formats.
- Ensures that benefit documents and summaries are updated appropriately in all systems.
- Assists with setup and administration of open enrollment in Workday.
- Reviews the Open Enrollment Checklist and completes all tasks.
- Assists with Benefits 5500 reporting by gathering documents, such as Schedule As and working with vendor.
- Assists with 1095-C form creation and distribution.
- Ensures all required reporting is submitted timely, including payment of PCORI fees.
- Ensures that all employee information is up to date in vendor systems.
- Administers the workers’ compensation process and keeps detailed records relating to injuries in the workplace.
- Assembles requested documents and reports for audits.
- Ensures that Best Practices are created and updated for job duties.
- Serves as back up for HR services in the absence of the HR Assistant.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Attention to Detail – This role requires strong attention to detail to ensure that administrative tasks are performed accurately.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
Interpersonal Skills/Customer Service – Exhibits our brand promise of making every customer feel like the only customer, every time. Handles confidential information with discretion and integrity.
Oral and Written Communication – Speaks with correct grammar; Listens and gets clarification; Is able to clearly respond to questions; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
Planning/Organizing – Ability to plan and prioritize major tasks and projects; uses time efficiently. Constantly looks for ways to improve operational efficiencies.
Professionalism – Ability to share negative information in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Quality - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Follows instructions, responds to management direction.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university in Human Resources, Business Administration or a related field preferred; 3 years of experience in benefits administration, preferably in a corporate or financial services environment.
Technical Skills
To perform this job successfully, an individual should have advanced knowledge of Microsoft Outlook, Excel and Word. Ability to learn and efficiently navigate and update complex HRIS system.
Bank Culture/Customer Service Skills
Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Work Environment
The noise level in the work environment is usually quiet.
This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
