Payroll Analyst/Benefit Plan Analyst

Purpose of this Proposal
This document proposes the creation of a new, highly specialized role the Benefit Configuration Specialist to manage the technical setup and ongoing data integrity of client benefit plans within the platform.

The objective is to:
1. Define the narrow, high-value scope of the proposed role (focusing solely on system build and internal data integrity).
2. Outline the necessary skills for this zero-defect, technical position.
3. Justify the role as a mandatory prerequisite for offering a reliable benefits solution.
Talent Profile: Benefit Configuration Specialist
Jobs to be Done (Zero-Defect Focus)
Implementation & Configuration (The "Build" Phase)
Technically set up and configure a business's existing benefits plans and enrollments from the Summary Plan Description (SPD).
Translate complex plan logic (age effective dates, GI/EOI triggers, rate rounding) into system field selections with flawless accuracy.
Execute critical, backend configuration changes and policy updates that require expert-level permissions.

Ongoing Support & Maintenance (The "Sustain" Phase)
Act as the primary contact to troubleshoot enrollment, deduction, and eligibility discrepancies that stem from configuration errors.
Drive Annual Plan Renewals, ensuring the system rebuild for the new year is accurate and timely.
Conduct training and enablement to client administrators on configuration-related platform functionality.

Skills Required
Expert-level knowledge of core benefit plan administration rules (e.g., Guaranteed Issue, EOI, Dependent Rules, Age Reductions, Tier Logic) to ensure zero-defect configuration.
2 3 years of demonstrated experience in analytical roles requiring technical troubleshooting, complex financial analysis, and uncompromising attention to detail in configuration and data handling.
Advanced understanding of complex financial and payroll concepts (money movement, payroll taxes, payroll liability, and payroll forms) to correctly integrate benefits logic.
Meticulous system configuration skills using deep platform tools, coupled with strong data validation skills (Excel proficiency is necessary for auditing input data quality).
Consultative Communication: The ability to communicate complex, technical system configuration solutions and resolutions clearly to customers.
Bookkeeping & Payroll Experience (Strongly preferred).
Payroll processing support Experience (Strongly preferred).
Customer Service or Account Management background (Preferred).