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About the Role
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. You will partner 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.
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.
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.
- Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.
- At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.
Skills
- Microsoft Office Suite
- Excel
- HRIS systems
- Benefits administration systems
Location
- Hybrid in Endwell, NY
- Hybrid in Saddle Brook, NJ
- Hybrid in Randolph, NJ
- Hybrid in Muhlenberg, PA
- Hybrid in Reading, PA
Work Type
- Full-Time
- 40 hours/week
- Monday to Friday 8:00AM - 5:00PM
Experience Level
- 1-3 years of experience
- 3-5 years of related experience
Education Level
- Associate's degree in Human Resources, Business Administration, Accounting, Finance, or related field
- Bachelor's degree in Human Resources or related field
- Certified Employee Benefits Specialist (CEBS) designation
- SHRM-CP
- PHR
Salary/Compensations
- $23.00/hr. - $30.00/hr.
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
About the Company
- We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community.
- At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.
- Our mission is to MAKE VISIONS MATTER.
- To our members, we will provide value and relevance.
- To our employees, we will be a premier organization and provide opportunities for career advancement.
- To our community, we will be a leader and provide a positive impact.
- At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.
- We make Visions matter. You can, too. #ClaimYourSeat
Equal Opportunity
- Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.