Benefits Assistant Grade D

    Clerical and Technical generic job description

    Family: Support Service
    Job Code: 695

    Representative duties:

    • Serves as a principal source of information to staff and faculty members describing University retirement plans; tax-sheltered savings plans; health, dental, and life insurance programs. Explains options and alternatives regarding the programs and determines eligibility
    • Assists employees in the completion of forms. Reviews, verifies, and processes enrollment data. Ensures the accuracy of transactions. Identifies and corrects errors and notifies participant
    • Conducts research, verifies records, and computes premiums
    • Monitors deduction and reduction amounts for plan participants. Notifies plan participants, who have met or exceeded the maximum exclusion allowance
    • Coordinates monthly group payments to appropriate vendors
    • Compiles data and prepares reports
    • Composes correspondence and keyboards materials
    • May oversee and instruct support staff
    • Performs clerical functions incidental to benefits activities

    The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.

    Required knowledge:

    • General knowledge, high school level; detailed but narrow knowledge in one or several work-related areas; general acquaintance with a broader field of knowledge
    • Limited knowledge of business, accounting, or commercial procedures with detailed knowledge in these particular areas
    • Working knowledge of University organizational policies and procedures generally; detailed knowledge of one or several narrow areas of University rules or procedures

    Required skills:

    • Extracts and compiles a range of data from written sources, from individuals by asking questions, or from one or several given databases, limited interpretation of data
    • Uses a dictionary
    • Files already labeled material using a straightforward alphabetical or chronological system
    • Understands more complicated written instructions, memoranda, and policy statements
    • Writes simple internal memoranda, fills out complex forms
    • Regular, skilled use of more complex machines, including work processors or personal computers

    Office and administrative skills:

    • Keyboards letters memos, and other moderately complex material
    • Enters and retrieves data from given sources on a personal computer
    • Schedules appointments in allotted times
    • Advises, screens, and refers callers and visitors

    Experience, education, and formal training:

    • Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate degree, or an equivalent combination of experience and education

    Complexity and organization:

    • Wide variety of complicated job tasks requiring coordinating numerous processes/methods
    • Occasionally coordinates or organizes the work of others

    Interpersonal relations:

    • Ongoing involvement outside the immediate unit
    • Offers or obtains specialized information and provides assistance on complex matters
    • Officially represents someone, whether a supervisor, faculty member, or the University

    Supervisory guidelines:

    • Work may or may not be reviewed
    • Incumbent plans and schedules own work and/or work of others based on the understanding of broadly defined objectives and priorities, supervisor reviews work after completion
    • Instruction provided only in new situations, methods, procedures that are not clearly related to existing tasks and duties

    Independent judgment:

    • Established procedures/policies govern most work situations
    • Regular exercises of independent judgment or initiative
    • Problems solved by choosing solutions from among several alternatives that are not necessarily governed by established procedures

    Leadership responsibility:

    • Occasionally provides work guidance or orientation for non-routine procedures/policies
    • Sometimes distributes and monitors work

    Impact and consequence of error:

    • Work has significant impact both on more than one department and outside the University
    • Errors are somewhat difficult to recognize and correct and can cause harm or financial loss to individuals, departments, and the University, or to other individuals and groups

    Working conditions:

    • Very little possibility of safety risks
    • Occasional conflicting demands, time pressures, deadlines, or emergencies
    • Regular sustained concentration
    • Some physical effort or dexterity

    Example 1

    General purpose:

    Provide the first point of contact for the Worker’s Compensation Department. Serve as the principal source of information responding appropriately to all inquiries. Provide administrative, accounting and support services.

    Essential duties of the position:

    • Review, verify and process all incoming medical reports/legal documents/payments and reimbursements
    • Coordinate payments to vendors following verification of UB-92 and ITCFA-1500 forms through Oracle applications
    • Assist managers and supervisors in completion of Worker’s Compensation forms. Assemble, review and process the documentation to establish a Worker’s Compensation claim
    • Coordinate payments and reimbursements via Excel and Yale Quick Forms
    • Compile data to support all financial transactions. Prepares reports
    • Performs administrative functions incidental to Worker’s Compensation activities
    • Composes a variety of letters as related to job functions

    Education and experience:

    • Four years of related work experience, two of them in the same job family at the next lower level and a high school level education, or two years of related work experience and an Associate’s degree, or an equivalent combination of education and experience
    • Preferred: Associate’s Degree
    • Preferred: Worker’s Compensation experience
    • Preferred: Experience with Oracle financials and Oracle H.R.

    Skills and abilities:

    • Computer literacy with proven skills in Excel programs
    • Excellent communication skills, well organized, detail oriented, accurate
    • Ability to work independently and take initiative
    • Problem solving abilities. Capable of making independent decisions
    • Ability to bend, stoop and lift up to 25 pounds
    • Preferred: Familiarity with medical terminology
    • Preferred: Exposure to Accounting procedures