Retirement and Benefits Specialist

January 6, 2026

8 hours per day

12-Month position – 260 days per year

JOB DESCRIPTION:

The Retirement and Benefits Specialist performs complex duties in the administration of employee retirement and benefits programs.

• Manage and schedule employee benefits enrollment meeting with employees regarding initial benefits and retirement enrollment and/or qualifying event changes.
• Conduct individual and/or group retirement/benefits training.
• Maintain in-depth knowledge and expertise in employee benefits services, make recommendations on pending legislative actions regarding benefits, conduct benefits research, respond to benefits issues, and answer benefits queries.
• Administer the input of benefit enrollments, retirement selections, and monthly payroll deductions; maintain and track Self-pay, Flexible Spending, and Affordable Care Act eligible employees.
• Serve as a liaison between the Payroll and Human Resource Departments regarding employee benefits.
• Review and assist in reconciling monthly SEBB invoices, promptly following up with the HCA on discrepancies for resolution.
• Maintain employee information on state retirement and benefit tracking systems.
• Assist in reconciling monthly retirement information to DRS.
• Produce routine reports for submittal to third-party administrators, and state and federal government agencies.
• Answer a wide variety of questions regarding employee benefits, best practices, and procedures.
• Troubleshoot and resolve a variety of employee benefit administration systems issues;
• Coordinate the Annual Open Enrollment Process and assist District employees with SEBB online enrollment.
• Investigate and assist in resolving employee concerns and complaints regarding benefit coverage.
• Meet with third-party administrators and representatives as needed to ensure proper administration of plans.
• Research and track substitute and temporary employee hours to verify eligibility for benefits.
• Maintain and share a variety of materials and online resources to assist employees to manage their employee benefits.
• Coordinate vendor booths for the District's annual “Welcome Back” meeting.
• Research and verify records to determine eligibility for retirement benefits, reviews, and audit forms and reports.
• Document and update processes and procedures for efficient and effective workflow.
• Respond to Social Security questionnaires and employment verifications.
• Assist with employee leave requests and tracking.
• Adjust employee pay assignments and benefit deductions as appropriate due to the employee’s leave status, including arranging for personal payment of benefit premiums if necessary.
• Assist in processing all short and long-term disability claims and coordinate with Payroll and external insurance companies to ensure the appropriate payment of paid time off and disability leave benefits.
• Maintain awareness of changing Federal and State regulations and legislation, District policy and procedures, and negotiated contractual agreements with numerous bargaining groups that may affect employee benefits.
• Create, update, and maintain confidential medical files to document benefit-related actions, and assist with other filing as needed.
• Assist and cross-train with other employees in the department.
• Performs other duties as assigned.

• AA Degree (Human Resource, Accounting, Finance, or Business Administration) required or equivalent education and/or work experience. Bachelor’s degree preferred.
• Previous Experience in benefit administration, retirement systems, accounting, human resources, or related field.
• Prior school district experience preferred.
• High level of attention to detail, initiative and the ability to complete work in an accurate and timely manner.
• Proficient with a variety of computer applications, including Microsoft Office, and other web-based programs.
• Ability to identify routine problems and propose feasible solutions, make improvements, or take corrective action.
• Ability to prioritize work and multitask effectively.
• Must be team-oriented but also able to work independently.
• Strong organizational skills and the ability to work well under pressure and to meet deadlines.
• Abil…