Benefits Concierge - NY, NJ, PA

Visions Federal Credit Union • Endwell, NY

2d • Hybrid

About The Position

As a Benefits Concierge, you will serve as a technical benefits resource and an integral member of the People & Culture team. This role supports the administration of the Credit Union’s employee benefits programs, with a strong focus on medical plan administration, medical billing review and processing, vendor coordination, eligibility reconciliation, claims-related issue resolution, and accurate benefits data management. The Benefits Concierge partners closely with employees, managers, benefit vendors, brokers, third-party administrators, payroll, finance, and People Operations to ensure timely service, accurate billing, regulatory compliance, and a positive employee experience throughout the benefits lifecycle.

Requirements

• An associate’s degree in Human Resources, Business Administration, Accounting, Finance, or related field with 1-3 years of experience or 3-5 years of related experience may be considered in lieu of degree.
• Experience supporting employee benefits administration, including medical, dental, vision, life, disability, COBRA, and voluntary benefit programs.
• Experience reviewing, reconciling, and processing benefit-related invoices, including medical billing, vendor billing, payroll deduction reconciliation, and discrepancy resolution.
• Knowledge of self-insured medical plan administration or demonstrated ability to learn self-funded plan operations, eligibility processes, claims workflows, invoices, and vendor coordination.
• Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy.
• Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements.
• Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems.
• Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.

Nice To Haves

• Bachelor’s degree in Human Resources or related field.
• Certified Employee Benefits Specialist (CEBS) designation, SHRM-CP, PHR, or similar certification

Responsibilities

• Administer and support all employee benefit programs, including but not limited to medical, dental, vision, life, disability, and voluntary benefit offerings.
• Support day-to-day administration of the self-insured medical plan, including eligibility maintenance, enrollment accuracy, carrier/vendor file coordination, claims-related research, and employee issue resolution.
• Review, reconcile, and process medical, dental, vision, COBRA, and other benefit-related invoices, ensuring billing accuracy, proper documentation, timely payment coordination, and resolution of discrepancies with vendors, brokers, third-party administrators, payroll, and finance.
• Serve as the primary employee resource for benefit enrollment, life event changes, claims or billing questions, escalations, and issue resolution.
• Coordinate annual open enrollment activities and ongoing benefits communications to ensure employees understand and maximize their benefit offerings.
• Partner with brokers, vendors, payroll, finance, and internal stakeholders to ensure accurate processing, billing, reporting, compliance, and auditing of benefits programs.
• Maintain accurate benefits data in HRIS and vendor systems, including enrollment records, payroll deduction updates, demographic changes, dependent eligibility information, and required documentation.
• Lead wellness initiatives and employee engagement programs that support the health and well-being of our workforce.
• Manage People Operations inquiries through the P&C ticketing system, delivering responsive, accurate, and employee-centered support.
• Maintain regulatory compliance and complete required reporting, filings, audits, testing, and documentation related to employee benefits administration.

Benefits

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree