Benefits Process Improvement Specialist

Benefits Process & Training Specialist

For almost 30 years, PrestigePEO has partnered with brokers and business owners to deliver comprehensive workforce solutions that simplify HR, control costs, and support employee success. As a full-service Professional Employer Organization (PEO), we provide integrated HR services, employee benefits, payroll administration, workers' compensation, compliance guidance, retirement solutions, and advanced HR technology through our co-employment model. This approach gives businesses access to large group purchasing power, experienced HR expertise, and scalable infrastructure typically reserved for larger organizations. Working alongside broker partners, PrestigePEO helps businesses build stronger teams, remain compliant in complex regulatory environments, and focus on sustainable growth. The Benefits Process & Training Specialist supports the Benefits Department by enhancing operational efficiency, strengthening process documentation, and ensuring consistent, high-quality service delivery across the Benefits department. This role is responsible for identifying, documenting and optimizing workflows, developing and maintaining SOPs and training materials, and supporting compliance and audit readiness. Serving as a key partner to Benefits leadership, this position ensures that all processes are accurate, standardized, and aligned with organizational goals while assisting with new-hire onboarding and maintaining centralized knowledge resources.

Process Optimization & Continuous Improvement

• Partner with the Director/VP of Benefits to identify operational gaps, inefficiencies, bottlenecks, risks, data integrity issues, and opportunities for standardization, automation, and workflow streamlining.
• Provide continual review of existing benefits process documentation and workflows to assess accuracy, efficiency, and alignment with industry best practices.
• Assist with internal/external audits, data requests, and cross-functional projects assigned by the Director/VP of Benefits.
• Maintain structured logs of findings, recommendations, and process improvement requests to support informed leadership decision-making.
• Support the design and development of new or improved workflows and submit recommendations for review/approval by the Director of Benefits.
• Maintain strict confidentiality of all employee, organizational, and process-related information until formally approved for release.

Training & SOP Management

• Create, maintain and communicate comprehensive process documentation, SOPs, and training materials for both existing processes and newly developed workflows, distributing updates only after leadership approval.
• Draft clear, user-friendly documentation for new tools, system enhancements, and process changes to support employee adoption and communicate when approved.
• Ensure all training materials, SOPs, and process documents are current, version-controlled, and centrally stored for easy access.
• Collaborate with Benefits leadership and SMEs to validate accuracy of content and ensure alignment with organizational standards.
• Partner with Benefits leadership to develop, refine, and maintain SOPs, workflows, and reference guides, ensuring all updates are tested and approved by the Director of Benefits before implementation.
• Serve as a liaison for new-hire onboarding, introducing employees to the Prestige LMS, reviewing required training, and guiding them through course access and completion.
• Serve as the primary liaison to the outsourcing team, ensuring alignment with processing requirements and adherence to SOPs; document and update SOPs as needed.
• Use the established training curriculum to create and manage tailored onboarding agendas, ensuring required courses are scheduled, tracked, and completed on time.
• Maintain organized, centralized storage of departmental knowledge, SOPs, and workflows for team and cross-functional use.
• Perform additional duties and special projects assigned in support of the Benefits department and organizational goals

Compliance & Benefits Service Excellence

• Support audits, compliance reviews, and regulatory documentation as needed.
• Document benefits processes, workflows, and procedural timelines to ensure all information is accurate, up-to-date, and stored in a centralized, audit-ready location.

Qualifications

• 3+ years of experience in benefits administration, process improvement, or operations management; PEO or HR services experience preferred.
• Strong understanding of benefits compliance requirements and eligibility rules.
• Demonstrated experience creating SOPs, training materials, and process documentation.
• High proficiency in Microsoft Excel and experience with HRIS, CRM, or benefits platforms (e.g., PrismHR, Salesforce, ADP).
• Exceptional attention to detail with a commitment to data accuracy and workflow efficiency.
• Strong communication, organizational, and project management skills with the ability to manage multiple priorities.

Core Competencies

• Process-Oriented Thinking
• Problem Solving & Critical Thinking
• Collaboration & Teamwork
• Accountability & Follow-Through
• Adaptability to Change
• Quality Focused