Retiree Benefits Specialist
- Employer
- Ball State University
- Location
- Indiana, United States
- Salary
- Salary Not Specified
- Date posted
- Sep 15, 2022
View more
- Position Type
- Administrative, Business & Administrative Affairs, Financial Affairs, Human Resources Administration
- Employment Type
- Full Time
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Job Details
Posting Details
Position Information
Position Title
Retiree Benefits Specialist
About this Opportunity
Ball State University is seeking an experienced Retiree Benefits professional to support our retirees with their benefit needs. This position will assist with the administration of insurance and retirement programs through research, analysis, and administration of the university’s health insurance and retirement plan benefits.
As part of the benefits team, this position will have strong communication skills and an understanding of insurance and retirement programs. Duties may include overseeing the University’s health/life/dental/disability insurance, retiree health insurance, retirement plan administration, benefit orientation, open enrollment, phased retirement program, and maintaining benefits compliance.
Inclusive Excellence Statement
At Ball State University, inclusiveness and freedom of expression are a part of our enduring values and inform all of our efforts. We encourage applicants to familiarize themselves with our Inclusive Excellence Plan to learn more about our commitment and to identify how you might contribute to these efforts.
Benefits and Community
https://www.bsu.edu/about/administrativeoffices/humanresources/jobs/benefits-and-community/professional-staff
Live Near Your Work - If you are considering living near the Ball State area, please visit the following link to learn more about relocation and living in east central Indiana:
https://www.bsu.edu/about/live-near-your-work
FLSA
Exempt
Hrs/Week
40
Length of Assignment
Full-Time At-Will
Position Function
Responsible for administering all benefit and retirement plans, provide benefit and retirement communications, conduct benefit and retirement presentations and training events, provide customer service and resolve benefit and retirement issues; ensure accurate accounting of insurance expenses, manage special benefits-related projects.
Minimum Education
Bachelor’s degree from an accredited institution; or in lieu of a Bachelor’s degree, an Associate’s Degree plus an additional 2 years of related experience, or High School diploma plus an additional 4 years of related experience.
Minimum Experience
At least one year of experience in a benefits, human resources, or related position.
Minimum Other
Proficient with Microsoft Excel; excellent oral and written communication skills; ability and commitment to create a culture of service excellence; ability to easily and effectively communicate complex information in a meaningful manner; ability to develop positive working relationships with partners and customers and and work collaboratively with peers; highly organized with attention to detail; ability to prioritize, manage projects, follow strict deadlines, and maintain confidentiality.
Authorization to work in the US
Candidates for searches must have current authorization to be employed in the U.S. without employer sponsorship.
Preferred Education
Bachelor’s degree in human resources, business administration, management, finance or related field.
Preferred Experience
Over three years of experience in a benefits, human resources, or related position. Knowledge of federal and state regulations including ERISA, COBRA, and IRS Regulations.
Preferred Other
Pre-Employment Screening
Requires successful completion of a background check.
Position Title(s) Supervised
None.
Required Certifications
EEO Statement
Ball State University is an Equal Opportunity/Affirmative Action employer that is strongly and actively committed to diversity within its community. Women, minorities, individuals with disabilities and protected veterans are strongly encouraged to apply. All qualified applicants will receive equal consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, protected veteran status or any other legally protected status.
About Ball State University
Ball State University is located in Muncie, Indiana, on an attractive campus 45 miles northeast of Indianapolis. Approximately 22,000 graduate and undergraduate students enroll in one of eight academic colleges that offer 120 undergraduate programs. We offer more than 140 master’s, doctoral, certificate, and specialist degrees, with many of them ranking among the best in the nation. We engage students in educational, research, and creative endeavors that empower our graduates to have fulfilling careers and meaningful lives enriched by lifelong learning and service, while we enhance the economic, environmental, and social vitality of our community, our state, and our world.
There's more to discover IN Indiana! Visit the following link to learn more:
IN Indiana
Department
Payroll:135090
Department Information
Department Email or Phone Number
7652851834
Duties & Responsibilities
Ranking
1
Job Duty
Administer retiree benefit plans in compliance with University policy and procedures. Serve as subject matter expert on plan documents and benefit administration systems while consistently developing policies, procedures and guidelines for benefit processes. Ensure existing benefit policies and programs are in compliance with federal, state, and/or local benefit laws and regulations.
Ranking
2
Job Duty
Ensure retirement plans are administered in accordance with plan documents and BSU policy; counsel employees ready to retire on the retirement process and retiree insurance options; counsel new employees on retirement savings plan options; provide assistance with retirement plan selection, conduct group retirement presentations to educate employees on retirement plans; ensure employees make plan selections within 60 days of eligibility if required.
Ranking
3
Job Duty
Advise employees considering retirement on retiree benefit policies, practices, and procedures. Provide guidance on benefit options, required documentation for retiree insurance, and responsibilities for Medicare eligibility.
Ranking
4
Job Duty
Investigate and resolve benefit issues for retirees and their dependents; partner with benefit vendor(s) and/or third party administrator(s) to resolve issues on behalf of retirees. Authorize overrides and exceptions as necessary while maintaining compliance with regulations. Develop and maintain strong partnerships with benefit vendors.
Ranking
5
Job Duty
Manage the insurance premium billing process for retirees and employees on disability; ensure that billed premiums are correct in Banner and properly loaded into the Accounts Receivable system. Calculate and process journal vouchers for retirees and employees on disability to ensure appropriate benefit chargeback to the correct budgetary accounts.
Ranking
6
Job Duty
Manage the past due accounts process for insurance premiums to include the distribution of delinquent account notifications and determine and authorize benefit terminations when needed due to nonpayment. Negotiate, authorize, and monitor payment arrangements with employees on disability and retirees with past due accounts.
Ranking
7
Job Duty
Serve as liaison with funeral homes and grieving families through the life insurance claim process for retirees covered by the University life insurance plan. Review, approve, and submit documentation to ensure appropriate claim payment is made by the vendor.
Ranking
8
Job Duty
Review employee appeal requests and make determinations in accordance with University procedures. Work with the Lead Benefit Specialist, Director and AVP on escalated exception requests. Communicate final resolution to the employee.
Ranking
9
Job Duty
Conduct benefits-related market surveys to include data collection and analysis for annual audits, ad hoc data requests, presentations, and special projects.
Ranking
10
Job Duty
Develop and deliver benefit communications, presentations, and conduct events such as Open Enrollment, benefit fairs; and benefit training sessions as required.
Ranking
11
Job Duty
Communicate retiree billing changes to Payroll to facilitate the adjustment in Banner. Verify that data is accurate and ensure that arrears and appropriate premiums are being billed. Process manual retiree benefit updates in vendor portals.
Ranking
12
Job Duty
Facilitate timely and accurate insurance terminations for retirees or their dependents to trigger the appropriate COBRA notifications and election notices to generate.
Ranking
13
Job Duty
Serve as back up for the Benefit Specialist for active employee benefits.
Ranking
14
Job Duty
Maintain confidentiality, good judgement and discretion in all areas of work. Adhere to privacy regulations in accordance with federal (e.g, HIPAA ), state and University requirements and/or standards. Maintain a well-organized and confidentially secure work area to ensure compliance with HIPAA .
Ranking
15
Job Duty
Perform other related duties as assigned.
Posting Detail Information
Posting Number
202201123P
Number of Vacancies
1
Desired Start Date
10/03/2022
Position End Date (if temporary)
Open Date
09/15/2022
Applications Accepted Through Date
10/24/2022
Open Until Filled
No
Information regarding transcripts
The option to upload transcripts is available. Original, official transcripts showing the highest related degree earned is required at the time of hire (even if obtained at BSU). Degree verification will be conducted.
Special Instructions Summary
Supplemental Questions
Required fields are indicated with an asterisk (*).
Applicant Documents
Required Documents
Position Information
Position Title
Retiree Benefits Specialist
About this Opportunity
Ball State University is seeking an experienced Retiree Benefits professional to support our retirees with their benefit needs. This position will assist with the administration of insurance and retirement programs through research, analysis, and administration of the university’s health insurance and retirement plan benefits.
As part of the benefits team, this position will have strong communication skills and an understanding of insurance and retirement programs. Duties may include overseeing the University’s health/life/dental/disability insurance, retiree health insurance, retirement plan administration, benefit orientation, open enrollment, phased retirement program, and maintaining benefits compliance.
Inclusive Excellence Statement
At Ball State University, inclusiveness and freedom of expression are a part of our enduring values and inform all of our efforts. We encourage applicants to familiarize themselves with our Inclusive Excellence Plan to learn more about our commitment and to identify how you might contribute to these efforts.
Benefits and Community
https://www.bsu.edu/about/administrativeoffices/humanresources/jobs/benefits-and-community/professional-staff
Live Near Your Work - If you are considering living near the Ball State area, please visit the following link to learn more about relocation and living in east central Indiana:
https://www.bsu.edu/about/live-near-your-work
FLSA
Exempt
Hrs/Week
40
Length of Assignment
Full-Time At-Will
Position Function
Responsible for administering all benefit and retirement plans, provide benefit and retirement communications, conduct benefit and retirement presentations and training events, provide customer service and resolve benefit and retirement issues; ensure accurate accounting of insurance expenses, manage special benefits-related projects.
Minimum Education
Bachelor’s degree from an accredited institution; or in lieu of a Bachelor’s degree, an Associate’s Degree plus an additional 2 years of related experience, or High School diploma plus an additional 4 years of related experience.
Minimum Experience
At least one year of experience in a benefits, human resources, or related position.
Minimum Other
Proficient with Microsoft Excel; excellent oral and written communication skills; ability and commitment to create a culture of service excellence; ability to easily and effectively communicate complex information in a meaningful manner; ability to develop positive working relationships with partners and customers and and work collaboratively with peers; highly organized with attention to detail; ability to prioritize, manage projects, follow strict deadlines, and maintain confidentiality.
Authorization to work in the US
Candidates for searches must have current authorization to be employed in the U.S. without employer sponsorship.
Preferred Education
Bachelor’s degree in human resources, business administration, management, finance or related field.
Preferred Experience
Over three years of experience in a benefits, human resources, or related position. Knowledge of federal and state regulations including ERISA, COBRA, and IRS Regulations.
Preferred Other
Pre-Employment Screening
Requires successful completion of a background check.
Position Title(s) Supervised
None.
Required Certifications
EEO Statement
Ball State University is an Equal Opportunity/Affirmative Action employer that is strongly and actively committed to diversity within its community. Women, minorities, individuals with disabilities and protected veterans are strongly encouraged to apply. All qualified applicants will receive equal consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, protected veteran status or any other legally protected status.
About Ball State University
Ball State University is located in Muncie, Indiana, on an attractive campus 45 miles northeast of Indianapolis. Approximately 22,000 graduate and undergraduate students enroll in one of eight academic colleges that offer 120 undergraduate programs. We offer more than 140 master’s, doctoral, certificate, and specialist degrees, with many of them ranking among the best in the nation. We engage students in educational, research, and creative endeavors that empower our graduates to have fulfilling careers and meaningful lives enriched by lifelong learning and service, while we enhance the economic, environmental, and social vitality of our community, our state, and our world.
There's more to discover IN Indiana! Visit the following link to learn more:
IN Indiana
Department
Payroll:135090
Department Information
Department Email or Phone Number
7652851834
Duties & Responsibilities
Ranking
1
Job Duty
Administer retiree benefit plans in compliance with University policy and procedures. Serve as subject matter expert on plan documents and benefit administration systems while consistently developing policies, procedures and guidelines for benefit processes. Ensure existing benefit policies and programs are in compliance with federal, state, and/or local benefit laws and regulations.
Ranking
2
Job Duty
Ensure retirement plans are administered in accordance with plan documents and BSU policy; counsel employees ready to retire on the retirement process and retiree insurance options; counsel new employees on retirement savings plan options; provide assistance with retirement plan selection, conduct group retirement presentations to educate employees on retirement plans; ensure employees make plan selections within 60 days of eligibility if required.
Ranking
3
Job Duty
Advise employees considering retirement on retiree benefit policies, practices, and procedures. Provide guidance on benefit options, required documentation for retiree insurance, and responsibilities for Medicare eligibility.
Ranking
4
Job Duty
Investigate and resolve benefit issues for retirees and their dependents; partner with benefit vendor(s) and/or third party administrator(s) to resolve issues on behalf of retirees. Authorize overrides and exceptions as necessary while maintaining compliance with regulations. Develop and maintain strong partnerships with benefit vendors.
Ranking
5
Job Duty
Manage the insurance premium billing process for retirees and employees on disability; ensure that billed premiums are correct in Banner and properly loaded into the Accounts Receivable system. Calculate and process journal vouchers for retirees and employees on disability to ensure appropriate benefit chargeback to the correct budgetary accounts.
Ranking
6
Job Duty
Manage the past due accounts process for insurance premiums to include the distribution of delinquent account notifications and determine and authorize benefit terminations when needed due to nonpayment. Negotiate, authorize, and monitor payment arrangements with employees on disability and retirees with past due accounts.
Ranking
7
Job Duty
Serve as liaison with funeral homes and grieving families through the life insurance claim process for retirees covered by the University life insurance plan. Review, approve, and submit documentation to ensure appropriate claim payment is made by the vendor.
Ranking
8
Job Duty
Review employee appeal requests and make determinations in accordance with University procedures. Work with the Lead Benefit Specialist, Director and AVP on escalated exception requests. Communicate final resolution to the employee.
Ranking
9
Job Duty
Conduct benefits-related market surveys to include data collection and analysis for annual audits, ad hoc data requests, presentations, and special projects.
Ranking
10
Job Duty
Develop and deliver benefit communications, presentations, and conduct events such as Open Enrollment, benefit fairs; and benefit training sessions as required.
Ranking
11
Job Duty
Communicate retiree billing changes to Payroll to facilitate the adjustment in Banner. Verify that data is accurate and ensure that arrears and appropriate premiums are being billed. Process manual retiree benefit updates in vendor portals.
Ranking
12
Job Duty
Facilitate timely and accurate insurance terminations for retirees or their dependents to trigger the appropriate COBRA notifications and election notices to generate.
Ranking
13
Job Duty
Serve as back up for the Benefit Specialist for active employee benefits.
Ranking
14
Job Duty
Maintain confidentiality, good judgement and discretion in all areas of work. Adhere to privacy regulations in accordance with federal (e.g, HIPAA ), state and University requirements and/or standards. Maintain a well-organized and confidentially secure work area to ensure compliance with HIPAA .
Ranking
15
Job Duty
Perform other related duties as assigned.
Posting Detail Information
Posting Number
202201123P
Number of Vacancies
1
Desired Start Date
10/03/2022
Position End Date (if temporary)
Open Date
09/15/2022
Applications Accepted Through Date
10/24/2022
Open Until Filled
No
Information regarding transcripts
The option to upload transcripts is available. Original, official transcripts showing the highest related degree earned is required at the time of hire (even if obtained at BSU). Degree verification will be conducted.
Special Instructions Summary
Supplemental Questions
Required fields are indicated with an asterisk (*).
Applicant Documents
Required Documents
- Resume
- Cover Letter
- Undergraduate Transcripts
- Master's Transcripts
Company
Founded in 1918 in Muncie, Indiana, the public research university has grown to more than 22500 students
Spirited and motivated, we learn, grow, and take flight. Our faculty and staff—everyone in our community—embrace students as learning partners from day one. In classrooms and labs, in immersive learning projects, on the sports fields—with creativity and determination—Cardinals Fly. We are grounded in our values, lifted by our knowledge, and go confidently upward toward ever greater opportunities. Ours is a simple promise: to challenge each other to excel. And with Beneficence as our guide—We Fly.
We are committed to excellence through a talented and diverse faculty and staff. Inclusiveness and freedom of expression are a part of our enduring values and inform all of our efforts. We engage students in educational, research, and creative endeavors that empower our graduates to have fulfilling careers and meaningful lives enriched by lifelong learning and service, while we enhance the economic, environmental, and social vitality of our community, our state, and our world. We are excited that you want to join us in these endeavors!
The university offers excellent benefits, including health care and retirement plans, tuition assistance for employees and dependents, and generous time off with pay.
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