Senior Benefit Analyst

The Colonial Williamsburg Foundation

• $90K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Human Resources, Business Administration, Finance, or related field, or equivalent experience.
  • 5+ years of progressive experience in employee benefits administration, preferably in a corporate setting.
  • Demonstrated experience with health and welfare benefit plans, including medical, dental, and COBRA.
  • Proficient in HRIS/benefits administration systems like UKG or Workday.
  • Strong analytical skills with the ability to interpret benefits data and trends.
  • Knowledge of compliance regulations such as ERISA, HIPAA, and ACA.
  • Excellent communication skills for conveying complex benefits information.

Responsibilities

  • Oversee daily operations of health and welfare plans and resolve complex benefits issues.
  • Analyze data to identify trends and provide recommendations for plan enhancements.
  • Ensure compliance with various regulations and assist with annual audits.
  • Manage relationships with vendors and monitor service levels.
  • Administer a range of benefits including health insurance and tuition assistance programs.
  • Create and deliver employee communications and training on benefits.
  • Identify and implement process improvements in benefits administration.

Benefits

  • Comprehensive health and welfare plans including medical, dental, and vision.
  • Employee tuition assistance program.
  • Wellness programs and Employee Assistance Programs (EAP).
  • Opportunities for professional development and training.
  • Flexible work environment with potential for remote work.
Full Job Description
Main Duties

Responsibilities include but are not limited to:

  • Plan Administration: Oversee the day-to-day operations for the health and welfare plans, retirement plans and other benefit offerings. Lead the resolution of complex benefits and data issues, ensuring accuracy, timely resolution, and effective plan administration.
  • Data Analysis: Analyze benchmarking, market, utilization, and plan cost data to identify trends, opportunities for plan enhancements, cost efficiencies, and improved employee value. Actively participate in the annual benefits renewal process and provide data-driven recommendations that support the company's benefits and Total Rewards strategy.
  • Compliance and Auditing: Assist with responses for annual audits (annual retirement plans financial reporting), ensure HIPAA, ERISA, ACA, DOL, IRS and COBRA compliance and maintain documentation needed for reporting and legislation requirements. Evaluate benefits requirements for remote employees working in multiple states and ensure programs and practices comply with applicable state and local regulations.
  • Vendor Management: Act as a liaison with insurance carriers, brokers, and third-party administrators (TPAs), to monitor service level metrics and resolve escalated issues. Partner with vendors to address service concerns, improve processes, and ensure effective delivery of benefits programs.
  • Benefits Administration: Responsible for benefits plan administration to include Health Insurance, Dental Insurance, Vision, Spending Accounts, Health Savings Accounts, Ancillary benefits, COBRA Administration, Wellness and EAP administration. Lead the administration and ongoing management of the employee tuition assistance program, including policy oversight, eligibility, employee guidance, and coordination with internal and external stakeholders. Leverage Human Resources Information Systems (HRIS) and establish and maintain current standard operating procedures for related benefits and invoicing processes in UKG/Workday.
  • Employee Communications: Responsible for communicating benefits by writing, editing and finalizing Benefits marketing materials (Benefits Guide, Benefits in Brief, Benefits FAQs, Benefits Separation Fact Sheet, Welcome Day Benefits Presentation, etc.) Provide education, training sessions and presentations to existing and newly hired employees. Support Wellness Fairs. Oversee the planning, communication and system testing for the annual benefits enrollment. Ensures updates to the intranet and internet benefits websites. Supports the benefits strategy for monthly benefits content for webinars, posters, and other benefits marketing communications.
  • Lead Analyst: Cross-train to provide support across the following areas of Benefits Administration: Retirement (401(k) and Pension) plan administration; Life Insurance (Basic, Supplemental, AD&D, Spousal, Dependent); Legal Resources; Leave Administration, including FMLA, LTD, STD, PTO, Unpaid Leaves, Paid Parental Leave, Military Leave, and Bereavement Leave; Employee Discounts; and Museum Reciprocal Benefits. Provide support and subject-matter expertise as needed, lead complex benefits processes and corrections, and deliver exceptional customer service to internal and external stakeholders.
  • Process Improvement: Identify and implement improvements to benefit processes, utilizing HRIS systems (e.g., UKG, Workday) for data integrity.


This job description reflects the general responsibilities of the position and is not intended to be an exhaustive list. Duties and responsibilities may evolve over time based on operational needs.

Required Qualifications

  • Bachelor's degree in Human Resources, Business Administration, Finance, or a related field, or equivalent combination of education and relevant experience.
  • 5+ years of progressive experience in employee benefits administration, preferably in a corporate or similarly complex organization.
  • Demonstrated experience administering health and welfare benefit plans, including medical, dental, vision, FSA/HSA, life and disability benefits, COBRA, and related programs.
  • Experience working with HRIS/benefits administration systems, such as UKG, Workday, or comparable platforms.
  • Experience managing relationships with benefit carriers, brokers, third-party administrators, and other vendors.
  • Demonstrated experience researching and resolving complex benefits issues, eligibility discrepancies, data issues, and escalated employee inquiries.
  • Working knowledge of ERISA, HIPAA, ACA, COBRA, DOL, and IRS requirements applicable to employee benefit plans.
  • Knowledge of benefits administration practices and requirements across multiple states, including applicable state and local regulations.
  • Ability to analyze benefits utilization, cost, benchmarking, and other plan data and translate findings into actionable recommendations.
  • Experience supporting annual benefits renewal and/or open enrollment processes.
  • Strong proficiency with Microsoft Excel and the ability to work with and analyze benefits and employee data.
  • Strong written and verbal communication skills, with the ability to explain complex benefits information clearly to employees and stakeholders.
  • Demonstrated ability to manage multiple priorities, deadlines, vendors, and complex issues with a high degree of accuracy and confidentiality.
  • Strong analytical and problem-solving skills
  • High attention to detail and data accuracy
  • Strong organizational and project-management skills
  • Sound judgment and ability to handle confidential information
  • Customer-service orientation
  • Ability to work independently and collaborate effectively across HR, Finance, Payroll, Legal, IT, and external vendors


Preferred Qualifications

  • 7+ years of employee benefits experience in a complex, multi-state organization.
  • Experience with UKG and/or Workday, particularly benefits administration, eligibility, reporting, invoicing, or related functionality.
  • Experience supporting 401(k), pension, or other retirement plan administration.
  • Experience with FMLA, STD, LTD, PTO, parental, military, and other leave programs.
  • Experience with annual benefits renewals, plan design, vendor negotiations, or benefits strategy.
  • Experience conducting benefits benchmarking, utilization analysis, financial analysis, or cost modeling.
  • Experience supporting or coordinating retirement plan audits and annual financial reporting.
  • Experience developing and delivering employee benefits communications, presentations, training, and enrollment materials.
  • Experience managing or improving benefits-related HRIS processes, workflows, data integrations, and reporting.
  • Professional certification such as CEBS, SHRM-CP/SCP, PHR/SPHR, or equivalent.
  • Experience administering benefits for a multi-state or geographically dispersed workforce.
  • Experience leading cross-functional benefits projects or serving as a subject-matter expert.


Physical and Environmental Demands

Physical Activity

Frequency

Stand

Occasionally

Walk

Occasionally

Sit

Constantly

Use hands/fingers

Constantly

Climb or balance

Rarely

Stoop/kneel/crouch/crawl

Rarely

Reach with hands/arms

Occasionally

Talk or hear

Constantly

Lifting up to 10 lbs.

Occasionally

Lifting up to 25 lbs.

Rarely

Lifting up to 50 lbs. (with assistance)

N/A

Lifting up to 100 lbs. (with assistance)

N/A

More than 100 lbs. (with assistance)

N/A

Wet/humid conditions

N/A

Work near moving mechanical parts

N/A

Fumes/airborne particles

N/A

Extreme cold

N/A

Extreme heat

N/A

Risk of electrical shock

N/A

Driving requirement

N/A

Compensation Disclaimer: The compensation listed below for this position represents the anticipated hiring range and is provided in accordance with Virginia pay transparency requirements. Actual compensation will be determined based on factors such as the selected candidate's skills, qualifications, experience, education, certifications, internal equity, and the specific requirements of the role.

Range: $90,000 - $115,000/year

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