Benefit Reconciliation Specialist

OSV

17d•Remote

About The Position

The Benefit Reconciliation Specialist is responsible for ensuring the accuracy, integrity, and compliance of benefits-related data across systems, carriers, and internal records. This role supports both internal and external customers by reconciling benefit transactions, identifying and resolving discrepancies, and maintaining audit-ready documentation. The Specialist partners closely with benefit administration teams, COBRA/Direct Bill teams, and customer service staff to ensure timely, accurate reporting and regulatory compliance.

Requirements

High School diploma required
3 years of experience with system reporting outputs requiring Microsoft Excel comparisons, audits, and analysis.
3 years of customer service experience.
Strong written and verbal communication skills.
Comfort working in systems-heavy environments, using shared trackers and case management platforms.
Strong organizational skills with the ability to manage multiple priorities and drive follow-through.
Strong attention to detail and problem-solving abilities.

Nice To Haves

Associate’s or Bachelor’s degree preferred.
Professional certifications in HR, Benefits, or Data Analytics a plus.
Bachelor’s degree in Business, HR, or a related field.
Experience working within the Benefits Administration Industry.
Experience analyzing employee benefits, eligibility, enrollment, payroll, billing, or carrier data to identify discrepancies and support reconciliation activities.
Experience using Workday software.
Experience using Alegeus WCC software.
Experience using Salesforce or similar case-tracking / workflow systems.

Responsibilities

Ensure payment integrity through comprehensive reconciliation of financial records, vendor invoices, and transaction data, proactively identifying and resolving variances to support accurate and compliant payment processing.
Support customer audits, inquiries, and service-related requests by researching issues, analyzing data, and providing clear, accurate responses both verbally and in writing. Ensure all communications and documentation meet company standards for quality, accuracy, and compliance.
Independently organize, prioritize, and execute multiple assignments while maintaining accuracy, quality, and adherence to required turnaround times.
Maintain accurate files of enrollment forms, reconciliations, and supporting documentation for audit readiness.
Provide support across team functions as needed, including assuming ownership of additional tasks and responsibilities during periods of workload fluctuation, staffing changes, or business priorities.
Develop and utilize advanced Excel tools and reporting techniques to track, analyze, and validate data.
Provide timely responses to internal stakeholders and external customers regarding reconciliation or data integrity inquiries.
Meet or exceed established performance standards and service-level commitments.
Safeguard sensitive information and ensure compliance with all security and confidentiality standards.
Contribute to process improvement initiatives, recommending automation or efficiency enhancements.
Adapt to changing business needs by learning and performing new processes, supporting departmental initiatives, and taking ownership of work assigned by leadership.
Take ownership of assigned responsibilities and work independently to achieve expected outcomes while actively collaborating with departmental and cross-functional teams to resolve issues and drive business results.