Benefits Concierge - NY, NJ, PA

WHO WE ARE

We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

ABOUT THE POSITION

Position Title: Benefits Concierge

Position Overview: As a Benefits Concierge, you will serve as a technical benefits resource and an integral member of the People & Culture team. This role supports the administration of the Credit Union’s employee benefits programs, with a strong focus on medical plan administration, medical billing review and processing, vendor coordination, eligibility reconciliation, claims-related issue resolution, and accurate benefits data management. The Benefits Concierge partners closely with employees, managers, benefit vendors, brokers, third-party administrators, payroll, finance, and People Operations to ensure timely service, accurate billing, regulatory compliance, and a positive employee experience throughout the benefits lifecycle.

Position Type: Full-Time (40 hours/week). Monday to Friday 8:00AM - 5:00PM

Compensation Range: $23.00/hr. - $30.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Hybrid in the following locations: Endwell, NY | Saddle Brook, NJ | Randolph, NJ | Muhlenberg, PA, | Reading, PA

What you’ll do in this role:

• Administer and support all employee benefit programs, including but not limited to medical, dental, vision, life, disability, and voluntary benefit offerings.
• Support day-to-day administration of the self-insured medical plan, including eligibility maintenance, enrollment accuracy, carrier/vendor file coordination, claims-related research, and employee issue resolution.
• Review, reconcile, and process medical, dental, vision, COBRA, and other benefit-related invoices, ensuring billing accuracy, proper documentation, timely payment coordination, and resolution of discrepancies with vendors, brokers, third-party administrators, payroll, and finance.
• Serve as the primary employee resource for benefit enrollment, life event changes, claims or billing questions, escalations, and issue resolution.
• Coordinate annual open enrollment activities and ongoing benefits communications to ensure employees understand and maximize their benefit offerings.
• Partner with brokers, vendors, payroll, finance, and internal stakeholders to ensure accurate processing, billing, reporting, compliance, and auditing of benefits programs.
• Maintain accurate benefits data in HRIS and vendor systems, including enrollment records, payroll deduction updates, demographic changes, dependent eligibility information, and required documentation.
• Lead wellness initiatives and employee engagement programs that support the health and well-being of our workforce.
• Manage People Operations inquiries through the P&C ticketing system, delivering responsive, accurate, and employee-centered support.
• Maintain regulatory compliance and complete required reporting, filings, audits, testing, and documentation related to employee benefits administration.

What success looks like:

• Employees receive timely, accurate, and compassionate support when navigating benefits, claims, billing questions, and wellness programs.
• Benefit enrollments, eligibility updates, vendor communications, payroll-related transactions, and billing processes are completed accurately and efficiently.
• Self-insured medical plan administration is handled with strong attention to detail, accurate data reconciliation, clear documentation, and timely escalation of complex issues.
• Medical and benefit-related invoices are reviewed, reconciled, and processed on time, with discrepancies identified and resolved through effective vendor and internal partnership.
• Open enrollment and wellness initiatives are well-organized, highly engaging, and positively received by employees.
• Benefits programs remain compliant with applicable federal, state, and local regulations.
• Strong partnerships are maintained with vendors, brokers, third-party administrators, managers, finance, payroll, and internal teams.
• Opportunities to improve benefit offerings, billing processes, reporting, and employee education are proactively identified and implemented.

WHAT WE’RE LOOKING FOR

Minimum qualifications:

• An associate’s degree in Human Resources, Business Administration, Accounting, Finance, or related field with 1-3 years of experience or 3-5 years of related experience may be considered in lieu of degree.
• Experience supporting employee benefits administration, including medical, dental, vision, life, disability, COBRA, and voluntary benefit programs.
• Experience reviewing, reconciling, and processing benefit-related invoices, including medical billing, vendor billing, payroll deduction reconciliation, and discrepancy resolution.
• Knowledge of self-insured medical plan administration or demonstrated ability to learn self-funded plan operations, eligibility processes, claims workflows, invoices, and vendor coordination.
• Basic HR, accounting knowledge, financial acumen, and the ability to interpret billing records, enrollment data, and benefits reports with accuracy.
• Familiarity with state and federal regulations governing benefits, including HIPAA, COBRA, ACA, ERISA, and related compliance requirements.
• Proficient in the Microsoft Office Suite programs, especially Excel, and HRIS or benefits administration systems.
• Strong attention to detail, confidentiality, analytical thinking, follow-through, and customer-service orientation.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred qualifications:

• Bachelor’s degree in Human Resources or related field.
• Certified Employee Benefits Specialist (CEBS) designation, SHRM-CP, PHR, or similar certification

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

MISSION AND VALUES

Our mission is to MAKE VISIONS MATTER.

• To our members, we will provide value and relevance.
• To our employees, we will be a premier organization and provide opportunities for career advancement.
• To our community, we will be a leader and provide a positive impact.

At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

We make Visions matter. You can, too. #ClaimYourSeat

LEARN MORE

Click a link to learn about:

• Visions FCU
• Employee benefits
• Employee culture
• Community giveback

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at

TalentTeam@visionsfcu.org