Defined Benefits Consultant

• Requires formal education and relevant expertise in a professional, sales, or technical area.
• Performs technical-based activities.
• Contributes to and manages projects.
• Uses deductive reasoning to solve problems and make recommendations.
• Interfaces with and influences key stakeholders.
• Leverages previous knowledge and expertise to achieve results.
• Ability to complete work self-guided.
• College or university degree required.

General Profile

• Requires knowledge and experience in own field.
• Will acquire higher-level knowledge and skills.
• Develops an understanding of the company, processes, and customers.
• Uses existing procedures to solve routine or standard problems.
• Receives moderate guidance and direction from others.

Functional Knowledge

• Requires expanded conceptual understanding of theories, practices, and procedures.

Business Expertise

• Uses an understanding of key business drivers to accomplish work.

Impact

• Impacts own team through the quality of the services or information provided.
• Follows standardized procedures and practices to achieve objectives and meet deadlines.

Leadership

• No supervisory responsibilities.
• Provides informal guidance to new team members.

Problem Solving

• Uses existing procedures and technical experience to solve problems.

Interpersonal Skills

• Exchanges complex information and ideas effectively.

Responsibility Statements

• Executes established benefits processes and seeks guidance from Sr. Analysts.
• Researches and responds to intermediate participant issues. (i.e. eligibility, calculation errors, and service delivery)
• Triages intermediate system issues to confirm adherence to requirements.
• Performs peer review on work completed by other peers.
• Interfaces with external client contacts to resolve day-to-day benefit questions.
• Reviews benefit reports, determines action required and gives direction to team members.
• Identifies system and process enhancements to improve process efficiencies.
• Mentors and coaches junior members.
• Performs other duties as assigned.
• Complies with all policies and standards.