Benefits assistants serve clerical roles, primarily in the human resources departments of companies. They interact with other employees directly or via email or telephone and provide information related to health insurance, retirement programs such as 401K, paid time off, and other benefits programs available to the company’s employees. They may be required to conduct formal presentations regarding their company’s benefit programs to new employees and may also communicate with outside vendors.
A human resources background or least one year of relevant experience may be required for this position, while some employers may train their employees to become benefit assistants. Candidates are also expected to have clerical skills such as typing and data entry, and a high school diploma or equivalent may also be a minimum requirement. Strong interpersonal and customer service skills are important in this position, and they must be able to communicate effectively both verbally and in writing and maintain accurate electronic records. Proficiency in Microsoft Office programs (Word, Excel, PowerPoint and Outlook) is also required.
Benefits assistants must be able to protect employees’ privacy and confidentiality and may need to pass a drug test and background screening. The ability to work in a team environment is also necessary for the position. To stay up-to-date with their company’s policies and procedures related to employees’ benefits, they may attend training classes conducted online or in a classroom environment, and some may also coach and train new benefits assistants.
Benefits Assistant Tasks
Maintain electronic or manual employee benefits records for active and retired employees.
Notify parties about COBRA benefits when necessary.
Answer employee questions about benefits.