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Benefits Assistant

OFFICIAL TITLE: Benefits Assistant CODE: 4460 SQ/OQ: Optimal Qualified
WORKING TITLE: Benefits Assistant GRADE: 15 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under general supervision, performs benefits clerical work processing a variety of transactions affecting employee benefits such as changes in enrollments and coverage, workers' compensation claims, refunds and transfers, and related actions. Workers check and verify information and enter data in computerized recording and processing system, communicate with employees and retirees regarding actions, and interact with other offices to obtain or exchange information needed to complete the work accurately and in a timely manner. Workers process financial transactions and maintain related records. Maintain and reconcile accounts. Workers use typewriters, computers, calculators and other office software applications.
KNOWLEDGE, SKILLS, AND ABILITIES: Working knowledge of human resource, payroll, insurance and retirement and leave policies, regulations and procedures. Operational knowledge to resolve questions and problems from customers. Working knowledge of federal and state laws, and negotiated agreement provisions related to benefit coverage. Ability to perform a wide range of standard office clerical tasks quickly, accurately and efficiently. Ability to meet and adhere to set deadlines. Ability to manage multiple tasks. Ability to utilize office technology effectively. Skill in the use of Microsoft Office applications, FMS, and Lawson HRIS. Working knowledge of Oracle Discoverer. Working knowledge of general account procedures. Excellent oral and written communication and interpersonal skills. Ability to handle high volume of daily telephone calls, walk-in traffic and correspondence demonstrating a commitment to excellent customer service. Sensitivity to confidential private employee information. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: High School or GED diploma required. Associates degree preferred. Minimum two years experience with considerable progressively responsibilities performing general business and clerical work, some of which should have included human resource, payroll, insurance and retirement processing work preferably supplemented with experience in performing accounts maintenance and related fiscal work, including some experience with Montgomery County Public Schools. Other combinations of applicable education, training, and experience which provide the knowledge, abilities, and skills necessary to perform effectively in the position may be considered.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires the ability to operate PC¿s and related office equipment for sustained periods of time.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Ability to work overtime as necessary, evenings and weekends. Annual leave limited during specified timeframes.


Answers phone, e-mail and walk-in inquiries regarding human resource, payroll, insurance and retirement transactions, explaining human resource, payroll, insurance and retirement calculations, deductions, procedures, policies, billing issues, etc.

Researches and resolves problems regarding transactions.

Process financial transactions and related work, such as billing for multiple vendors, reconciliation, financial monitoring of accounts.

Process routine benefits transactions

Maintains record retention of all necessary transaction documents such as enrollment forms, W-4¿s, direct deposit, applicant files, retiree and active benefit files, etc.

Operates and maintains microfilm process, scanning process and document storage.

Maintains and compiles statistics for the Transaction and Call Center Units.

Updates MCPS forms when necessary.

Provides strong customer service for internal and external customers, both oral and written communications.

Responds to a high volume of inquiries regarding human resource, leave, payroll, and insurance and retirement issues.

Works as required between the Call Center and Transaction Unit.

Performs related tasks as required.

Class Established: 7/92
Date(s) Revised: 6/93, 9/94, 7/03, 7/08
Last Reviewed:

This description may be changed at any time.

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