Accounting Specialist II

Employee Benefits Corporation•Middleton, WI

1d•Hybrid

About The Position

Employee Benefits Corporation is hiring for a Accounting Specialist II. The Accounting Specialist II is responsible for reviewing, reconciling, and posting employer benefit plan payments, which include plan administration fees, employer plan funding and participant plan repayments. Additionally, this position is responsible for reconciling benefit plan accounts, preparing plan refunds and responding to internal customer service inquires and requests.

Requirements

Associate’s degree in Accounting, Business or related field; may be substituted with two years relevant experience
Minimum 2 years working experience in Accounting within a professional office environment
Demonstrated knowledge of basic accounting and internal control principles
Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
Enthusiasm for working in a fast-paced, structured environment
Strong critical thinking skills
Strong attention to detail
Strong ability to multitask
Demonstrated ability to utilize basic math and analytical skills, including intermediate proficiency with Microsoft Excel (e.g., formulas, data validation, and analytical review of system‑generated reports)
Basic proficiency with Microsoft Word and Outlook
Comfort working with evolving technology, including automated and AI‑enabled systems, with an emphasis on accuracy, validation, and professional judgment
Access to reliable transportation and ability to work in office at least one day a week

Nice To Haves

Previous experience working with COBRA and tax advantaged benefit plans
Experience working in environments undergoing process automation or system modernization

Responsibilities

Review, code, reconcile and post client funding and fee payments in administration system in a timely and accurate manner
Research and resolve duplicate payments and other discrepancies, using available system tools and exception reports to identify root causes and trends, contacting the clients when appropriate
Reconcile client benefit plan accounts and prepare refund requests for overpayments, repayments, and medical excess funding with high attention to detail
Research and follow up with clients on outstanding funding invoices
Update and audit client bank account information
Review payroll variance files and system generated exception reports, sending follow up tasks as needed