Sr Benefits Analyst - Total Rewards Benefits & Well-being

Responsible for supporting Trinity Health Ministries, Total Rewards Benefits, and the Human Resource Service Center in the design, development and delivery of programs and services intended to meet the needs of Trinity Health. Provides technical and analytical support to functional area plans and programs by developing related communications; conducting administrative processing activities; participating special projects and initiatives; performing evaluative and reporting activities of business operational services; and assisting with the completion and delivery of portions of large scale and high impact projects.  Work activities include compiling plan participant data; working with service providers; administering plan changes; utilizing and maintaining appropriate benefits tools, systems and databases; and responding to varied ad-hoc assignments.

The Senior Benefits Analyst primarily assists and participates in the design, development, delivery and administration of Total Rewards Health and Welfare benefits programs, plans, policies by reviewing and processing all invoices for benefit claims and administration fees.  The Analyst will coordinate with the Ministries, Treasury, Finance and Accounting to support the payment, reconciliation of and reporting of all benefit and well-being vendor transactions.   Responsible for supporting the response escalated inquiries from the finance teams at each Ministry by providing information on the benefit and well-being plans.  Provides technical assistance and support in the interpretation and application of benefits related Total Rewards practices and guidelines.


Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, and decisions.

Participates in the design, development, implementation, delivery and administration of Total Rewards Benefits programs, plans, tools, policies and procedures and associated communication and educational materials. Drafts or reviews summary plan descriptions (SPD) and plan certificates, as required.  Researches and identifies best practices and recommends changes and enhancements, as appropriate.

Compiles and analyzes plan participant data for various regulatory and compliance activities, including but not limited to the filing of IRS Form 5500, creation and distribution of Summary Annual Reports, and plan non-discrimination testing. Provides technical guidance and expertise to annual audit activities. Responds to Department of Labor and IRS inquiries and counsels MOs regarding regulatory and compliance issues related to benefit plans.

Provides assistance with information and system audits; ensures data accuracy and compliance.

Communicates, processes and maintains records on all benefit plan changes, including the review of contract amendments for accuracy and ensuring the timely implementation of benefit changes. Conducts data audits between source system and service provider databases to ensure accuracy and plan compliance.  Updates and maintains related documents, systems and databases. Creates and disseminates reports, as appropriate.

Oversees service providers to ensure the completion of assignments, resolution of outstanding claims and administrative disputes, and the effective and efficient reporting to MOs for benefit planning, analysis and operations.  Reviews and analyzes reports, along with vendor provided data, to identify trends and make recommendations regarding plan and administration.

Coordinates the fulfillment orders from MOs for plan related communication materials, such as Summary Plan Descriptions, brochures, and certificates.  Works with printer(s) and supply chain management to ensure timely and cost effective printing of supplies.

Supports Benefits Open Enrollment related activities.  Compiles and analyzes benefit selections and their associated costs for use in the annual rate negotiations with third party Benefits Carriers/vendors.  Assists in the development and delivery of Open Enrollment associate communication materials. 

Performs supporting work assigned by consultants, functional or UEM leaders, which may be portions of larger projects or deliverables. Participates in organization-wide or UOTE-sponsored special projects or initiatives, as assigned.

Performs administrative processing activities, which may be broad and complex in nature and requiring increased problem solving abilities not supported by the Associate Resource Center.  Works with the Associate Resource Center on benefits processing and related issues (e.g., Open Enrollment testing, COBRA, Carrier Administration and FSA Administration). 

Responsible for response escalated inquiries from the Associate Resource Center by counseling executives, managers and associates on benefit programs.  Interprets and applies benefits related Total Rewards practices and guidelines; provides problem resolution as needed.

Assists in overall benefits program management activities. Participates and may facilitate meeting with MO leaders; assists in the development and delivery of state-of-the-art educational templates via toolbox, webinars and train-the-trainer; establishes, leads and communicates overall project expectations to team members and other stakeholders ensuring interactions and communications reflect consensus building; prepares and presents information to various large and small groups and audiences; and serves as a technical resources responding to varied inquiries, requests and problems in order to meet established timetable and deliverables.

Responsible for Merger, Divesture and Acquisition (MD&A) related activities, as directed.  Compiles and reviews comparative benefits summaries.   Assists in coordinating and integrating the merged, acquired or divested organization and aligning the organization with Trinity Health culture and Total Rewards programs and policies.  Assists in designing, developing and implementing Total Rewards program and policies for post-MD&A organization as business situations warrants.

Provides benefits administration for closed groups, including processing life insurance claims and answering employee benefit questions.

Provides support in the delivery of associate and student orientation sessions from a Total Rewards perspective.

Assists in producing and analyzing business operations and reporting for Total Rewards programs. Collects, assembles and analyzes data; prepares related reports.

Performs other duties as needed and assigned by the Manager.

Maintains a working knowledge of applicable Federal, State, and local laws and regulations, Trinity Health’s Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical, and professional behavior.


Bachelor’s degree in Human Resources, Business Administration, Health, Wellness or a related field, or equivalent combination of education and experience.

Three (3) to five (5) years of Benefits, Occupational Health, or related experience.   

Reasonable knowledge and three (3) to five (5) years of experience with human resources practices, laws and regulations. 

Reasonable knowledge of and three (3) to five (5) years of experience in benefits analysis and administration and/or health and wellness administration.

Prior health-care benefits experience preferred.

Ability to respond to variable situations requiring analytical, interpretive, evaluative and constructive thinking abilities. Strong logical and deductive reasoning abilities. Ability to understand and link data to initiatives and outcomes.

Analytical and problem solving skills in order to handle reasonably complex situations from both the micro and macro perspective while considering a broad ranges of issues/factors, and recommends creative solutions.

Strong written and verbal communication skills in order to discuss detailed technical or sensitive information with internal and external customers and to develop and review comprehensive plan documents.  Detail-oriented with a high level of organizational skills and ability to manage and complete work in an efficient and thorough manner. 

Proficiency in software programs including Microsoft Office. Familiarity with PeopleSoft preferred.

Must be discrete and maintain the highest confidentiality with extremely sensitive data.

Strong interpersonal, consultative and relationship building skills in order to initiate and develop productive working partnerships with management and staff. Ability to read the subtle nuances of situations and react/plan accordingly.

Proven customer-service orientation. Ability to know and understand customer requirements and exercise judgment in meeting reasonable expectations.

Ability to support a change management and process improvement work environment.

Flexibility with the ability to handle and prioritize competing and multiple tasks/projects in a timely and organized manner.

Must be comfortable operating in a collaborative, shared leadership environment.

Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.


Must be able to set and organize own work priorities, and adapt to them as they change frequently.  Must be able to work concurrently on a variety of tasks/projects in an environment that may be stressful with individuals having diverse personalities and work styles.  Ability to concentrate, meet deadlines, work on several projects simultaneously and adapt to interruptions.

Operates in a typical office environment.  The area is well-lit, temperature controlled and free from hazards. 

Communicates frequently, in person and over the phone, with people in all locations on product support issues.  Hearing is needed for extensive telephone and in person communication.

Manual dexterity is needed in order to operate a computer keyboard.   

Must be able to travel to the various Trinity Health sites as needed.

Must possess the ability to comply with Trinity Health policies and procedures.