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About the Role

The Benefits Process & Training Specialist supports the Benefits Department by enhancing operational efficiency, strengthening process documentation, and ensuring consistent, high-quality service delivery. This role identifies, documents, and optimizes workflows, develops SOPs and training materials, and supports compliance and audit readiness.

Responsibilities

• Identify operational gaps, inefficiencies, bottlenecks, risks, data integrity issues, and opportunities for standardization, automation, and workflow streamlining.
• Review existing benefits process documentation and workflows for accuracy, efficiency, and alignment with industry best practices.
• Assist with internal/external audits, data requests, and cross-functional projects.
• Maintain structured logs of findings, recommendations, and process improvement requests.
• Support the design and development of new or improved workflows.
• Maintain strict confidentiality of all sensitive information.
• Create, maintain, and communicate comprehensive process documentation, SOPs, and training materials.
• Draft clear, user-friendly documentation for new tools, system enhancements, and process changes.
• Ensure all training materials, SOPs, and process documents are current, version-controlled, and centrally stored.
• Collaborate with Benefits leadership and SMEs to validate content accuracy and ensure alignment with organizational standards.
• Develop, refine, and maintain SOPs, workflows, and reference guides.
• Serve as a liaison for new-hire onboarding, introducing employees to the Prestige LMS, reviewing required training, and guiding them through course access and completion.
• Serve as the primary liaison to the outsourcing team, ensuring alignment with processing requirements and adherence to SOPs.
• Create and manage tailored onboarding agendas, ensuring required courses are scheduled, tracked, and completed on time.
• Maintain organized, centralized storage of departmental knowledge, SOPs, and workflows.
• Perform additional duties and special projects as assigned.
• Support audits, compliance reviews, and regulatory documentation.
• Document benefits processes, workflows, and procedural timelines to ensure accuracy and audit readiness.

Requirements

• 3+ years of experience in benefits administration, process improvement, or operations management.
• PEO or HR services experience preferred.
• Strong understanding of benefits compliance requirements and eligibility rules.
• Demonstrated experience creating SOPs, training materials, and process documentation.
• High proficiency in Microsoft Excel.
• Experience with HRIS, CRM, or benefits platforms (e.g., PrismHR, Salesforce, ADP).
• Exceptional attention to detail with a commitment to data accuracy and workflow efficiency.
• Strong communication, organizational, and project management skills.
• Ability to manage multiple priorities.

Skills

• Process-Oriented Thinking
• Problem Solving & Critical Thinking
• Collaboration & Teamwork
• Accountability & Follow-Through
• Adaptability to Change
• Quality Focused

Location

• Hybrid

Work Type

• Hybrid
• 3 days in the office

Experience Level

• 3+ years of experience

Salary/Compensations

• Up to 85K based on experience

About the Company

• For almost 30 years, PrestigePEO has partnered with brokers and business owners to deliver comprehensive workforce solutions that simplify HR, control costs, and support employee success.
• As a full-service Professional Employer Organization (PEO), we provide integrated HR services, employee benefits, payroll administration, workers' compensation, compliance guidance, retirement solutions, and advanced HR technology through our co-employment model.
• This approach gives businesses access to large group purchasing power, experienced HR expertise, and scalable infrastructure typically reserved for larger organizations.
• Working alongside broker partners, PrestigePEO helps businesses build stronger teams, remain compliant in complex regulatory environments, and focus on sustainable growth.