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Job Standard for Employee Benefits Specialist

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  2. The Job Overview, Level Scope, Minimum Qualifications and Essential Job Functions are specific to this job’s competencies and cannot be edited.
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    1. update/change the purpose to add in department specific information, 
    2. add key responsibilities to the 35% of the time, specific to your department needs, 
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    4. post the position using the business title

The statements on this job standard are intended to describe the general nature of the role and level of work being performed. They are not intended to represent an exhaustive list of all responsibilities, duties and skills required of the employee.

Employee Benefits Specialist Overview

Person Group: Classified

Job Code: 05146

Pay Grade: J

FLSA Status: Non-Exempt

Career Level: Level 3

Family: Human Resources

Function: Benefits


To provide consultation, coordination, and assistance on the State’s employee benefits and related policies and procedures and act as a liaison between providers, state employees and state human resource staff; perform related work. This classification is intended for use by agencies that administer their own agency unique benefits or administer benefits on a statewide basis.

Level Scope

Regularly works on tasks that are varied and complex. Applies full range and job knowledge; frequently adapts procedures, techniques, tools, materials, and/or equipment to meet specialized needs; may serve as lead; performs broad and/or focused assignments under general supervision; originality and ingenuity are often required to help establish procedures in functional area; relies on experience and judgment to plan and accomplish assigned tasks.

Minimum Qualifications

Good knowledge of: group medical, dental, life and disability insurance.

Experience: compiling data and preparing reports.

Knowledge, Skills, and Abilities

Good knowledge of: personnel administration practices; group insurance program design, benefit levels.

Some knowledge of insurance funding.

Experience: analyzing statistical and financial reports and data; researching and resolving complex benefit issues; interpreting and explaining insurance contract provisions, policies, procedures and regulations; researching new developments in benefit programs; maintaining a computerized records system; developing presentations and conducting group training.

Essential Functions

Key Responsibilities

60% of Time the Employee Benefits Specialist must:

Serves as a liaison between state employees, state human resource staff members and the various providers as the primary point of contact for employees. The incumbent interprets and provides guidance relating to benefits, coverages and contract provisions to employees, agency management, and human resource personnel.  Researches and recommends benefit plan and contract term modifications. May reconcile and submit reports to insurance companies, coordinate Workers’ Compensation audits and premium negotiations, and monitor and recommend guidelines for dealing with unemployment claims.

Interprets, provides guidance, and trains employees, managers and staff on benefits, and related policies and procedures. Coordinates implementation of benefits or related policy and procedure changes; develops benefit orientation and other informational materials and coordinates their dissemination and the promotion of benefits programs. May conduct regular meetings with agency personnel to research and implement methods in which to better respond to questions, issues and concerns of employees and agency personnel and identify ways in which to better educate employees on benefit coverages and procedures.

May perform the following responsibilities: reviews legislation and recommends changes to retirement plan and/or policies and procedures; provide administrative support to the Retirement Plan Administrative Panel and coordinates retirement benefits; coordinates with PERSI on legislative matters, reciprocity issues, and payroll audits; prepares data for Internal Revenue Service, Department of Labor, and actuarial reporting; coordinates automated system changes with the State Controller’s Office and department information systems staff; conducts pre-retirement workshops; prepares retirement plan Annual Report; coordinates semi-annual panel meeting agenda and records and processes minutes; coordinates nomination and election of new panel members; revises employee handbook; calculates and processes payment of retirement benefits and contribution refunds, buy back, and rollovers; evaluates individual eligibility; provides advice and guidance on retirement options; prepares and submits tax forms; compiles Annual Participant Contribution Account.

35% of Time the Employee Benefits Specialist

Determined by department needs

5% of Time the Employee Benefits Specialist

Perform other duties as assigned

Work Environment and Physical Demands

Some positions may involve frequent bending, moving, lifting, and carrying material weighing up to 50 pounds; some positions may involve moving, lifting, and carrying material weighing up to 70 pounds; standing up to eight hours each day; working in all weather conditions; exposure to high noise levels and require wearing hearing protection.

Travel Requirement

Not applicable for Employee Benefits Specialist

Career Path

Human Resource Specialist, Retirement Specialist

Additional training/education or equivalent experience, as well as business need, are required for movement into higher level jobs.


Incumbent must perform the essential duties and responsibilities with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work.  Final employment offers are contingent upon a Final Candidate’s successful completion of a Background Verification, and a determination by the University that the information derived from the Background Verification does not disqualify the individual.  In addition, a Financial History Check and Motor Vehicle Record (MVR) Check may be required.