Benefits Analyst

Summary

This position is classified as in-office and requires candidates to reside locally. While work-from-home arrangements may be approved, office attendance is required for team meetings. Relocation assistance is not provided.

Work Location

This role will begin in Ventura, CA with a planned office relocation to Westlake Village, CA later in 2026.

The Benefits Analyst supports Account Managers and Consultants by conducting data analysis, managing plan administration tasks, and helping ensure accurate, timely delivery of benefits services. This role requires meticulous attention to detail and strong analytical skills, including the ability to interpret and manage complex benefits, enrollment and billing information. The Benefits Analyst works closely with internal teams, vendors, and clients to support smooth day-to-day benefits operations.

Key Responsibilities:

Data and Reporting

Analyze claims, enrollment, and demographic data to identify trends and support client decision-making
Prepare reports, dashboards, and data summaries for internal leadership or client groups
Maintain accurate and updated benefits data across multiple systems
Support audits, data integrity checks, and reconciliation processes

Benefits Administration

Assist with the setup, maintenance, and administration of benefit plans, including document/data collection, carrier setup, and configuration in agency management systems
Support annual Open Enrollment, including testing, data loads/checks, and communications.
Prepare benefit comparison spreadsheets, reporting templates, and client-facing communications
Reconcile invoices, verify billing accuracy, and manage adjustments across multiple carriers

Billing and Reconciliation

Reconcile monthly carrier invoices and identify discrepancies.
Work with carriers and payroll teams to correct billing or enrollment issues.
Track credits, adjustments, and retroactive updates.
Compliance and Documentation
Assist with compliance activities (ACA reporting, ERISA notices, audits, etc.).
Maintain documentation, SOPs, and records to support consistent and compliant processes.
Handle confidential information in accordance with HIPAA and company policies.
Review plan documents, evidence of coverage, and carrier materials for accuracy, rates, benefits, eligibility, and coverage definitions

Member and Client Support

Research and resolve benefits‑related questions.
Assist in preparing employee communications and benefits guides.
Provide support during onboarding for benefits-related processes.
Meet internal and client service deadlines consistently
Handle sensitive client information with professionalism and discretion (HIPAA, ACA, ERISA, COBRA, etc.)
Support special projects such as open enrollment, health fairs, and client communications
Participate in team meetings, both in-person and virtually
Client communications regarding data requests, billing questions, and enrollment issues

Qualifications:

Bachelor’s degree in Economics, Math, Statistics, Business, Data Analytics, or related field
2–3 years of experience in benefits administration, analytics, or related field
Strong analytical and problem-solving skills and attention to detail with ability to manage critical tasks timely and accurately
Proficiency in Microsoft Office Suite: Excel (VLOOKUP, PivotTables, etc.), Word, PowerPoint, Outlook
Experience with reporting tools, dashboards, or statistical software
Strong organizational and time management skills; able to prioritize multiple projects
Excellent written and verbal communication skills
Team-oriented mindset; comfortable collaborating to solve problems
Ability to work under pressure and resolve issues effectively

Preferred:

Experience with large-group benefits administration (working with insurance carriers, TPAs, or benefits consulting firms). Familiarity with labor unions or public sector clients
Familiarity with carrier portals for eligibility/billing submission

Key Competencies:

Analytical mindset
High level of accuracy
Customer service orientation
Team collaboration
Confidentiality and discretion
Adaptability and initiative
Time Management/Organizational Skills

Pay: $28.00 - $32.00 per hour

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Are you proficient in Microsoft Office Suite: Excel (VLOOKUP, PivotTables, etc.), Word, PowerPoint, Outlook?

Education:

Bachelor's (Required)

Experience:

Benefits administration: 2 years (Preferred)
Data analytics: 2 years (Preferred)

Work Location: In person

Fickewirth Benefits Advisors

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Benefits Analyst