Benefits Process Improvement Specialist
Prestige Employee Administrators · Melville, NY, US
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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 using the established training curriculum.
- 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 for an audit-ready location.
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
- Multiple states
Work Type
- Hybrid
- Full-time
Experience Level
- 3+ years
Salary/Compensations
- Up to 80K
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.