Job Summary:

The Retirement and Benefits Consultant is responsible for engaging with TCU Retirees regarding benefits programs and providing support for all HR benefits programs by troubleshooting issues, communicating with carriers, and serving as a resource for TCU faculty and staff.

Duties & Essential Job Functions:

1. Facilitates discussions and education to TCU employees about the retirement process clearly and concisely, based on the learner’s communication preference and needs. Identifies employees who are eligible for retirement and proactively communicates information regarding retiree benefits. Composes general correspondence to obtain and give information relating to service credit, retirement eligibility and documentation. Assists and/or facilitates retirement seminars regarding the TCU retirement plan, voluntary retirement savings plans and Social Security.
2. Liaises and collaborates with retiree vendors to promote programs and services.
3. Responds to all employee questions pertaining to health and benefit plans for prospective and existing employees, and prospective and existing retirees.
4. Monitors and analyzes participation, transaction and service level data.
5. Reviews/evaluates retiree benefits plan documents and amendments for completeness, accuracy and conformance to administrative practices, contracts/policies and government regulations.
6. Advises employees on benefits questions, elections, life event changes, claims assistance, etc.
7. Provides new employees with an explanation of benefits and instructs them on enrollment procedures.
8. Supports all insurance programs by troubleshooting issues, entering data into system, providing TCU staff with resources and answers to insurance questions.
9. Interprets and communicates changes to the benefits structure to employees.
10. Maintains employee benefits documents and ensures benefits changes are entered appropriately in HRIS system for payroll deduction.
11. Develops benefits presentations and presents information to employees year-round.
12. Conducts information sessions designed to help employees obtain information and understand company benefits and other related incentive programs. Ensures distribution of required employee notices.
13. Resolves employee issues with insurance providers and other benefits administrators.
14. Responds to employee questions pertaining to the tuition benefit.
15. Ensures data is sent to carriers by running programs, reviewing data, preparing reports and forwarding to appropriate carriers.
16. Administers and monitors COBRA by checking status changes and running reports to communicate eligibility to employees.
17. Functions as a specialist in external insurances, including Medicare, in order to answer questions for employees and retirees.
18. Assists in the implementation of new benefits/vendors.
19. Stays up to date on laws and regulations that affect benefits and eligibility.
20. Responds to medical notices, child support medical notices or other legal notices.
21. Participates in benefits selection committee.
22. Performs other related duties as assigned.

Required Education & Experience:

• Bachelor’s degree.
• 3 plus years’ of employee benefits or retiree benefits experience including direct experience working with retirees and the retirement process.
• Knowledge of health plans including Medicare.

Preferred Education & Experience:

• None

Required Licensure/Certification/Specialized Training:

• None

Preferred Licensure, Certification, and/or Specialized Training:

• Senior Professional in Human Resources (SPHR), or Professional in Human Resources (PHR).
• Bilingual (written and verbal) in both English and Spanish.

Knowledge, Skills & Abilities:

• Knowledge of customer service techniques.
• Knowledge of benefits trends, processes and techniques.
• Knowledge of Human Resources department practices and processes.
• Knowledge of research techniques.
• Knowledge of federal, state and local laws and regulations pertaining to Benefits necessary to achieve compliance goals.
• Skill in components of Microsoft Office to include Excel, Access, PowerPoint and Word.
• Skill in Microsoft Windows navigations.
• Skill in leadership practices and techniques.
• Skill in oral and written communication techniques.
• Skill in analyzing and organizing information.
• Skill in writing, developing presentations and presentation techniques.
• Ability to review and make recommendations to improve and streamline processes.
• Ability to design and implement programs.
• Ability to manage multiple projects simultaneously and to meet identified deadlines.
• Ability to work with a high degree of accuracy.
• Ability to evaluate and make recommendations to improve operations.
• Ability to work successfully as a member of a team serving a common goal.

TCU Core Competencies:

University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.

Physical Requirements (With or Without Accommodations):

• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work Environment:

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.

AA/EEO Statement:

As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.