Senior Benefit Analyst

Open To External And Internal Candidates•Williamsburg, VA
•Onsite

About The Position

The Colonial Williamsburg Foundation, a private, not-for-profit educational, historic, and cultural institution founded in 1926, is seeking a Senior Benefit Analyst. This role is responsible for overseeing the day-to-day operations of health and welfare plans, retirement plans, and other benefit offerings. The Senior Benefit Analyst will play a key role in analyzing data to identify trends and opportunities for plan enhancements, ensuring compliance with relevant regulations, managing vendor relationships, and communicating benefits information to employees. The position involves cross-training to support various benefit areas, including retirement plans, life insurance, leave administration, and employee discounts. The goal is to identify and implement improvements to benefit processes, ensuring data integrity and delivering exceptional customer service.

Requirements

  • Bachelor's degree in Human Resources, Business Administration, Finance, or a related field, or equivalent combination of education and relevant experience.
  • 5+ years of progressive experience in employee benefits administration, preferably in a corporate or similarly complex organization.
  • Demonstrated experience administering health and welfare benefit plans, including medical, dental, vision, FSA/HSA, life and disability benefits, COBRA, and related programs.
  • Experience working with HRIS/benefits administration systems, such as UKG, Workday, or comparable platforms.
  • Experience managing relationships with benefit carriers, brokers, third-party administrators, and other vendors.
  • Demonstrated experience researching and resolving complex benefits issues, eligibility discrepancies, data issues, and escalated employee inquiries.
  • Working knowledge of ERISA, HIPAA, ACA, COBRA, DOL, and IRS requirements applicable to employee benefit plans.
  • Knowledge of benefits administration practices and requirements across multiple states, including applicable state and local regulations.
  • Ability to analyze benefits utilization, cost, benchmarking, and other plan data and translate findings into actionable recommendations.
  • Experience supporting annual benefits renewal and/or open enrollment processes.
  • Strong proficiency with Microsoft Excel and the ability to work with and analyze benefits and employee data.
  • Strong written and verbal communication skills, with the ability to explain complex benefits information clearly to employees and stakeholders.
  • Demonstrated ability to manage multiple priorities, deadlines, vendors, and complex issues with a high degree of accuracy and confidentiality.
  • Strong analytical and problem-solving skills
  • High attention to detail and data accuracy
  • Strong organizational and project-management skills
  • Sound judgment and ability to handle confidential information
  • Customer-service orientation
  • Ability to work independently and collaborate effectively across HR, Finance, Payroll, Legal, IT, and external vendors

Nice To Haves

  • 7+ years of employee benefits experience in a complex, multi-state organization.
  • Experience with UKG and/or Workday, particularly benefits administration, eligibility, reporting, invoicing, or related functionality.
  • Experience supporting 401(k), pension, or other retirement plan administration.
  • Experience with FMLA, STD, LTD, PTO, parental, military, and other leave programs.
  • Experience with annual benefits renewals, plan design, vendor negotiations, or benefits strategy.
  • Experience conducting benefits benchmarking, utilization analysis, financial analysis, or cost modeling.
  • Experience supporting or coordinating retirement plan audits and annual financial reporting.
  • Experience developing and delivering employee benefits communications, presentations, training, and enrollment materials.
  • Experience managing or improving benefits-related HRIS processes, workflows, data integrations, and reporting.
  • Professional certification such as CEBS, SHRM-CP/SCP, PHR/SPHR, or equivalent.
  • Experience administering benefits for a multi-state or geographically dispersed workforce.
  • Experience leading cross-functional benefits projects or serving as a subject-matter expert.

Responsibilities

  • Oversee the day-to-day operations for the health and welfare plans, retirement plans and other benefit offerings.
  • Lead the resolution of complex benefits and data issues, ensuring accuracy, timely resolution, and effective plan administration.
  • Analyze benchmarking, market, utilization, and plan cost data to identify trends, opportunities for plan enhancements, cost efficiencies, and improved employee value.
  • Actively participate in the annual benefits renewal process and provide data-driven recommendations that support the company’s benefits and Total Rewards strategy.
  • Assist with responses for annual audits (annual retirement plans financial reporting), ensure HIPAA, ERISA, ACA, DOL, IRS and COBRA compliance and maintain documentation needed for reporting and legislation requirements.
  • Evaluate benefits requirements for remote employees working in multiple states and ensure programs and practices comply with applicable state and local regulations.
  • Act as a liaison with insurance carriers, brokers, and third-party administrators (TPAs), to monitor service level metrics and resolve escalated issues.
  • Partner with vendors to address service concerns, improve processes, and ensure effective delivery of benefits programs.
  • Responsible for benefits plan administration to include Health Insurance, Dental Insurance, Vision, Spending Accounts, Health Savings Accounts, Ancillary benefits, COBRA Administration, Wellness and EAP administration.
  • Lead the administration and ongoing management of the employee tuition assistance program, including policy oversight, eligibility, employee guidance, and coordination with internal and external stakeholders.
  • Leverage Human Resources Information Systems (HRIS) and establish and maintain current standard operating procedures for related benefits and invoicing processes in UKG/Workday.
  • Responsible for communicating benefits by writing, editing and finalizing Benefits marketing materials (Benefits Guide, Benefits in Brief, Benefits FAQs, Benefits Separation Fact Sheet, Welcome Day Benefits Presentation, etc.)
  • Provide education, training sessions and presentations to existing and newly hired employees.
  • Support Wellness Fairs.
  • Oversee the planning, communication and system testing for the annual benefits enrollment.
  • Ensures updates to the intranet and internet benefits websites.
  • Supports the benefits strategy for monthly benefits content for webinars, posters, and other benefits marketing communications.
  • Cross-train to provide support across the following areas of Benefits Administration: Retirement (401(k) and Pension) plan administration; Life Insurance (Basic, Supplemental, AD&D, Spousal, Dependent); Legal Resources; Leave Administration, including FMLA, LTD, STD, PTO, Unpaid Leaves, Paid Parental Leave, Military Leave, and Bereavement Leave; Employee Discounts; and Museum Reciprocal Benefits.
  • Provide support and subject-matter expertise as needed, lead complex benefits processes and corrections, and deliver exceptional customer service to internal and external stakeholders.
  • Identify and implement improvements to benefit processes, utilizing HRIS systems (e.g., UKG, Workday) for data integrity.

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision
  • Spending Accounts
  • Health Savings Accounts
  • Ancillary benefits
  • COBRA Administration
  • Wellness
  • EAP administration
  • Employee tuition assistance program
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