Total Rewards Specalist

The Heritage Group•Indianapolis, IN

3d•Hybrid

About The Position

The Total Rewards Specialist (P1) is an entry-level professional on The Heritage Group’s Total Rewards center of excellence, within the Benefits & Well-Being Programs team. Reporting to the Director of Benefits & Well-Being Programs, the Specialist provides day-to-day administrative, data, and communication support for competitive, equitable, employee-centered benefits and well-being programs. The role executes defined processes accurately and on time, develops working knowledge of health and welfare plans, compliance, and vendor operations, and grows toward analyst-level responsibilities. This is a hybrid role based in Indianapolis, Indiana. Qualified candidates must currently reside in the Indianapolis area.

Requirements

Bachelor’s degree in Human Resources, Business, Finance, or a related field, or equivalent applicable experience in HR or benefits administration.
Strong attention to detail and accuracy when entering, auditing, and reconciling data.
Working Excel skills, including lookups, filters, and pivot tables; proficiency in Word and PowerPoint.
Clear, courteous written and verbal communication with employees at all levels.
Ability to organize multiple tasks, follow defined procedures, and meet deadlines.
Sound judgment in knowing when to escalate an issue.
Collaborative, inclusive, and respectful working style.
Commitment to confidentiality, integrity, and professional standards.
Curiosity, eagerness to learn, and openness to feedback.
Must currently reside in the Indianapolis, Indiana area.

Nice To Haves

Experience with an HRIS; Workday preferred.
Basic familiarity with ACA, ERISA, HIPAA, or COBRA concepts.

Responsibilities

Process benefit enrollments and eligibility changes in Workday/Viewpoint and support annual open enrollment.
Support benefit billing, chargebacks, employer funding reconciliations, benefits onboarding, and plan transitions for acquired companies.
Maintain accurate vendor records, review carrier change notices, monitor EOI and COBRA files and logs, and resolve routine account and card issues.
Run routine 401(k), HSA, and other account-based benefit transactions and audits in vendor systems, including disbursements, enrollments, loans, deferrals, refunds, and hardship requests requiring approval.
Compare payroll deductions, deposits, and vendor invoices with benefit records and flag discrepancies for resolution.
Assist with recurring plan reviews and compliance work, including quarterly 401(k) reviews, Roth catch-up monitoring, and data for plan audits, testing, and Form 5500.
Assist with Workday release testing and benefit rate testing, and maintain activity trackers and logs.
Pull data for the annual 401(k) audit, plan testing, and Form 5500.
Coordinate and schedule well-being initiatives and manage the company perks program.
Maintain the annual benefits compliance calendar and track required notice distribution, including Medicare Part D, CHIP/Medicaid, USERRA, and SAR notices.
Gather data and documentation for ACA 1094/1095-C requests, state form mailings, Form 5500, SPDs, annual Pile medical and 401(k) audits, and audit data requests.
Distribute annual HIPAA training to required employees and track completion.
Maintain the benefit vendor contact list and reference documents quarterly, and complete the annual vendor portal access review.
Schedule mid-year and annual vendor reviews and log carrier and TPA issues through resolution.
Respond to Fresh Service tickets and monitor benefits inboxes, including HRSS2, within defined SLAs; escalate complex issues to the appropriate resource.
Gather claim, coverage, and eligibility details from employees, carriers, and the broker to prepare Tier 3 escalations.
Compile and distribute monthly benefits dashboard reporting on volumes, SLA attainment, and case aging.
Run scheduled eligibility, election, and interface file audits across Workday and vendor systems.
Create and maintain SOPs, templates, and process documentation, and suggest improvements.
Partner with Total Rewards, Employee Hub, Portfolio Services, Finance, and HR Business Partners to support accurate and consistent administration.
Participate in cross-training to provide coverage during peak periods.
Build knowledge of ERISA, ACA, HIPAA, COBRA, and health and well-being trends through ongoing learning.
Demonstrate customer service excellence and confidentiality aligned with The Heritage Group’s organizational values.
Perform additional assigned duties and continue growing in alignment with the Company’s core values, competencies, and skills.