Benefit Operations Lead at Connectify HR – CLIVE, Iowa

BENEFITS

Serve as the HRIS benefits SME, leading troubleshooting, issue resolution, and continuous improvement of benefits compliance, system functionality, and documented processes. Develop and maintain training materials for team members.

Develop best practices and quality assurance tools for ongoing operational use.

Complete assigned implementation tasks, maintain project plans, and support new client setups as required.

Manage all client and worksite employee benefit inquiries and requests.

Oversee all benefit changes with carriers via EDI, brokers, or portals; process dependent aging events.

Configure and monitor EDI files, coordinating with vendors to resolve errors promptly.

Complete monthly carrier reporting for self-bill plans and perform monthly benefit reconciliations by established deadlines.

Lead internal communication on carrier changes to ensure accurate, timely payments.

Monitor Evidence of Insurability (EOI) processes for accurate setup and timely follow-through.

Manage life-event enrollments and process QMCSOs.

Drive benefits compliance projects, including required filings, ERISA wraps, and 125 plan documentation.

Oversee COBRA processes with outsourced vendors to ensure timely, accurate notices.

Serve as lead sponsor for Open Enrollment for master and client plans, including plan/rate setup or QA, contribution review, testing, issue resolution, enrollment posting, and payroll QA.

Monitor 125 plan compliance, including HSA limits and policy conflicts; manage HSA match setup at client and employee levels.

Support ACA monitoring throughout the year and complete client ACA reporting accurately and on time.

Manage key vendor relationships with accountability and partnership.

Review year-end project plans from a benefits and compliance perspective, add tasks as needed, and complete assigned responsibilities.

RETIREMENT

Serve as the HRIS retirement SME, leading troubleshooting, issue resolution, and ongoing improvements in retirement compliance, system functionality, and documented processes. Develop and maintain training materials for team members.

Establish best practices and create quality assurance tools for ongoing use.

Complete assigned implementation tasks and keep project plans current.

Lead introductions and oversee implementation of the Multiple Employer Plan (MEP) for retirement.

Manage post-implementation transitions for clients moving onto the Connectify MEP.

Approve weekly contribution funding requests.

Manage forfeitures in coordination with the recordkeeper.

Review payroll variance files upon receipt, identifying discrepancies and communicating required corrections to the recordkeeper.

Complete year-to-date retirement reconciliations monthly by agreed-upon deadlines.

Manage the annual retirement audit process and ensure timely review and submission of Form 5500.

Process retirement register adjustments, including independent QA on all post-entry updates.

Manage the retirement recordkeeper relationship with strong accountability and partnership focus.

Review the year-end project plan from a retirement and compliance standpoint, add tasks as needed, and complete assigned deliverables.

GENERAL

Complete assigned metrics reporting and system audits accurately and on schedule.

Respond to internal and external client inquiries promptly, delivering clear solutions and providing self-service guidance when appropriate.

Provide timely, high-quality support to worksite employees (WSEs) via phone and email.

Document key processes to ensure consistency, clarity, and role redundancy.

Maintain strong organization and actively manage daily responsibilities and priorities.

Adhere to service-level agreements (SLAs), meet deadlines, and consistently follow through on commitments.

Bachelors degree in technical field.

Four or more years of benefits and/or retirement plan administration experience.

PEO experience preferred

Strong HRIS proficiency with the ability to troubleshoot issues, optimize workflows, and improve processes.

Excellent analytical, problem-solving, and critical-thinking skills.

High attention to detail with strong comfort working with data, audits, and reconciliations.

Exceptional communication and client service skills, with the ability to explain complex topics clearly.

Proven ability to manage deadlines, prioritize tasks, and thrive in a fast-paced environment.

Demonstrated success partnering with all levels of management and team members.

Strong commitment to compliance, accuracy, and quality.

Collaborative, relationship-oriented, and kind in approach.

Positive attitude, strong ownership mindset, and willingness to take initiative.