The Role
The Benefits Associate is responsible for benefit invoice reconciliation, resolving discrepancies, maintaining Smartsheet records, managing client cases, and ensuring compliance with KPIs.
Summary Generated by Built In
About the role The Benefits Associate will play a crucial role in ensuring the accuracy and integrity of our reconciliation processes. This position involves meticulous reconciliation work, identifying and resolving discrepancies within the PRISM system and Carrier Websites. If any issues arise, the Benefits Associate will promptly escalate them to maintain timely and accurate customer payments and deductions.
Responsibilities Essential Duties and Responsibilities:
Benefit Invoice Reconciliation: Conduct a thorough reconciliation or audit of benefit invoices, comparing and identifying inconsistencies between collected amounts and actual payments.
Discrepancy Resolution: Resolve discrepancies identified during reconciliation within PRISM, Tabulera, and Carrier websites. Ensure accurate financial records.
Smartsheet Maintenance: Update Smartsheet with real-time annual balance sheet information for review by the Benefits Control Team.
Assist in Position Replacement: Support Benefits Assistant and Associate roles when needed to ensure continuity.
Client Space Management: Handle Client Space cases and tasks, ensuring proper routing and resolution.
Contact Points of Contact: Reach out to POCs or Benefits Manager to resolve questions related to benefit processes.
Manager Communication: Communicate with Manager, Senior Benefits Specialist, and Supervisor when necessary to resolve discrepancies.
Client Information Validation: Generate reports from PRISM and Tabulera to validate and maintain accurate client data.
Tracking Format Maintenance: Maintain and update tracking formats in Smartsheet.
Goal Compliance: Ensure compliance with KPIs and organizational goals.
Perform any additional procedures required for job fulfillment.
Knowledge, Skills, and Abilities Intermediate knowledge of Microsoft Office Intermediate accounting knowledge Data analysis skills Research and information gathering ability Time management and self-management Intermediate English (85% reading, writing, conversational) Education and Experience Academic Qualifications: Technical degree in Human Sciences, Administrative, and/or Accounting fields
Experience: At least 1 year in administrative, organizational, accounting assistance, or academic research
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Skills Required
- Technical degree in Human Sciences, Administrative, and/or Accounting fields
- At least 1 year in administrative, organizational, accounting assistance, or academic research
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The Company
What We Do
Distro is an AI-powered platform designed to enhance the efficiency and productivity of distributor sales teams. By automating manual recruiting and sales tasks, the company helps teams move faster, reduce costs, and improve hiring outcomes. Their technology focuses on optimizing counter and inside sales operations, providing tools that assist recruitment and sales processes while maintaining human oversight in final decision-making.
