Benefits Analyst – Hybrid

Position: Benefits Analyst
Location: Kansas City, MO (Hybrid)
Job Type: Full-Time
Pay: $55,000 – $65,000
Expected Hours: 40 per week


Overview:
A distinguished non-profit organization in Kansas City is on the lookout for a talented Benefits Analyst to enhance their dynamic team! With an impressive benefits package, this is an opportunity you won’t want to miss!

As a Benefits Analyst, you will take on a diverse array of responsibilities that are vital to the organization’s success, including:


Key Responsibilities:

  • Building and nurturing strong relationships with employers and external agency personnel.
  • Reconciliation and resolution of discrepancies, followed by the seamless upload of of contribution files and payments.
  • Overseeing the process of refunds for account balances with meticulous attention to detail.
  • Conducting thorough research and analysis of member data to provide clear guidance on requirements or eligibility for account balance refunds.
  • Managing members withdrawals, whether as direct payments rollovers to IRA/Employer plans, or a combination of both.
  • Crafting comprehensive estimates and correspondence tailored for members.
  • Preparing taxes for both IRA and state returns with precision.
  • Keeping monthly withdrawal (refund) reports updated and accurate.
  • Coordinating purchase payments while ensuring member services records are adjusted accordingly.
  • Managing active member accounts and providing exceptional service by addressing questions via telephone or email.
  • Assisting members with any login issues to enhance experience.
  • Conducting audits of member contribution account balances to ensure integrity. Correcting any data errors to maintain accuracy.
  • Preparing compelling benefits estimates that resonate with our members.

Requirements:

  • Minimum of 5 years of experience as a Benefits Analyst.
  • A Bachelor’s degree in Business Administration, Finance, Accounting, or a related field is highly sought after.
  • Proficiency in Microsoft Excel is essential.

Education:

  • Bachelor’s degree in related field (Preferred)


Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Vision insurance

Schedule:

  • Monday to Friday


Work Location: Hybrid

To apply for this job email your details to info@synergystaffingkc.com