Advisor, HR Health and Wellness (Remote)

Job Summary:

Under minimal supervision, uses knowledge and skills obtained through training and years of experience to assist in the administration of assigned insurance plans or leave of absence programs. Follows established procedures to perform routine tasks with moderate decision making responsibility Provides expertise for basic to complex issues; determines when to escalate and/or seek advice from senior management or our benefit consultants.

Extensive contact with internal customers, insurance carriers and/or third party administrators is required to identify, research, and resolve problems for benefit coverage, leave of absence or payroll deduction issues.

Essential Duties and Responsibilities:

• Serves as a contact for internal customers, insurance vendors and/or third party administrators.

• Reviews documents and benefit changes to ensure both are in line with IRS compliance guidelines.

• Investigates and resolves moderate to complex associate complaints, issues and concerns regarding benefit programs and leave of absence by using various systems and sources.

• Communicates and ensures understanding of IRS regulations, Family Medical Leave, Health Savings Account regulations and Health Care Reform questions by managers, associates and potential candidates as needed.

• Properly manage the communication and resolution between associate and benefit plan vendors on unique issues (e.g. eligibility, claims, and general adherence to plan provisions)

• LOA administration and compliance - Liaison between vendor, associates, managers, HR COE's to ensure compliance and resolve unique issues.

• Manage the associate transition from leave of absence to potential job accommodation or long-term disability status.

• Investigates, audits and resolves differences with associate vacation and sick accrual accounts.

• HRMS system processing for vacation/sick entitlements, enrollment changes, leave of absences, payroll deductions and audits.

• Participates in the RFP process and assists with managing vendor benefit plan implementations.

• Responsible for the managing all compliance issues, audits and payments to applicable state program

• Manages the open enrollment process for associates on a leave of absence.

• Audits open enrollment data files and carrier file exception reports to determine action needed to correct data errors reported that impact enrollment records.

• Maintains current knowledge of legal requirements as well as state and federal regulations which impact benefit administration functions and ensures compliance .

• RJnet content reviewer/editor

• Liason between Corporate Communications and Health and Wellness Services to promote ongoing initiatives.

• Responsible for reviewing all documents for family status changes to ensure compliance with IRS regulation

• Prepares and delivers written and oral presentations to internal customers.

• Other duties as assigned.

Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

• Company's working structure, policies, mission and strategies.

• Federal and state legislation, including Family Medical Leave, State specific paid leaves COBRA, ERISA, San Francisco City Option, San Francisco Commuter and Health Care Reform.

• Advanced HRMS System processing and report analysis.

• Principles, practices and procedures required for managing the administration of assigned insurance plans or programs.

• Expertise with various health and wellness plan designs and annual enrollment.

Skill in:

• Investigating discrepancies.

• Gathering data, processing billings and preparing payment for approval.

• Preparing and delivering presentations to internal customers.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases.

• HRMS processing, audits and queries, strongly preferred.

• Intermediate Excel skills preferred.

• Report writing skills, including PeopleSoft Query, PeopleTools, and SQL strongly preferred.

Ability to:

• Partner with other functional areas and senior leaders to accomplish objectives.

• Interpret and apply state and federal regulations and applicable rules to complex benefit and leave of absence issues and problems.

• Read, interpret, analyze and apply information from insurance related materials and service agreement contracts.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Keep all appropriate parties up-to-date on decisions, changes and other relevant information.

• Articulate reasons behind decisions.

• Provide a high level of customer service.

• Maintain strict confidentiality.

• Maintain currency in all aspects of assigned insurance area.

• Establish and maintain effective working relationships at all levels of the organization.

• Proven ability to listen to clients, identify their specific concerns, and resolve them strongly preferred.

• Proven ability to respond with courtesy and professionalism to difficult clients preferred.

• Ability to resolve client calls with a minimum of escalation preferred.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and a minimum of five (5) years of related experience.

• Call center experience requiring problem resolution a plus.

• Five years' experience in health and welfare group insurance and leave of absence strongly preferred.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

CEBS or CBP a plus.

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcome

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm