Senior Benefits Consultant

Are you passionate about shaping the future of employee wellbeing through innovative benefits programs and datadriven strategies UW Credit Union is seeking a dynamic and detailoriented Senior Benefits Consultant (internally known as Total Rewards Consultant) to join our People Strategies & Solutions (PSS) team. In this pivotal role you will be responsible for investigating and enhancing our benefits and wellbeing programs supporting the development of UWCUs Employee Total Rewards philosophies and leveraging cuttingedge analytics and AI tools. You will work collaboratively with both internal and external stakeholders to ensure a seamless employee experience while also managing sensitive employee issues with discretion.

As a key contributor to our Total Rewards team you will lead efforts to develop and administer benefits programs including health and welfare retirement leave and disability programs. Your work will ensure data integrity compliance and exceptional program delivery all while promoting education and engagement throughout the organization. In addition youll play a critical role in managing relationships with brokers and vendors ensuring that employee needs are met with precision and care.

If you are a proactive problemsolver with a strong foundation in benefits administration and a desire to drive positive change in an inclusive forwardthinking organization this is the opportunity for you. Join us at UW Credit Union and help us continue our commitment to delivering toptier benefits and wellbeing solutions that empower our employees to thrive.

Health & Welfare Programs 30

• Liaise and coordinate with benefit brokers providers and employees. Build relationships with internal and external providers of benefit plans and systems ensuring accuracy and a positive employee experience in enrolling or using benefit plans.
• Develop and deliver employee education about total rewards programs coordinating with the Learning and Development team to ensure we deliver a consistent employee education experience across the organization.
• Plan coordinate deliver and promote employee education and wellbeing events on a cyclical basis (examples include vaccination programs biometric screenings and benefits fairs).
• Utilize available data and analytics resources to assess the need for new or revised program offerings; make recommendations for changes and implement these changes in conjunction with Total Rewards team members.
• Provides guidance and counsel to Total Rewards Coordinator HRIS Consultant PSS team and managers on the requirements and provisions of benefit programs; assist with the resolution of potential problems.
• Manages the process for administration of benefit enrollments changes and qualifying events in HRIS. Communicates with the appropriate vendors reconciles employee benefit enrollment files and invoices.
• Monitors plan limits eligibility and other restrictions on plan participation to ensure compliance with both plan provisions and regulatory requirements.
• Collaborates with UWCU benefits broker vendors Total Rewards team PSS team members and internal stakeholder groups to communicate total rewards updates benefit offerings and plan resources during open enrollment and throughout the year.
• Assists Total Rewards team in providing consistent and accurate responses to employee benefits inquiries. Handle escalated benefits queries from Total Rewards Coordinator.
• Facilitates Affordable Care Act (ACA) compliance activities. Determine employee eligibility for coverage based on measurement period administrative period and stability period rules. Facilitates completion and generation of the Company 1095C forms to employees through vendor.
• Maintain a working knowledge of relevant regulatory matters and ensure benefit policies and procedures are compliant.
• Facilitate monthly and annual compliance reporting as needed.
• Monitor benefit vendor and HRIS files in collaboration with HRIS Consultant and in conjunction with the Total Rewards Coordinator.

Retirement Plan Administration 10

• Supports Total Rewards Manager with educational campaigns plan workflow and administration of the UW Credit Union Retirement Savings Plan & Trust 401(k) and 457(b) programs.

Leave Accommodation and Workers Administration 15

• Works with the Total Rewards Coordinator and Total Rewards Manager to administer all aspects of leave accommodation & workers compensation programs. Provides extensive case management & coordinates administrative aspects of the cases & claims. Conducts/coordinates investigations into reported workers compensation claims.
• Partners closely with Employee Manager PSS Partners Total Rewards Manager Legal counsel medical providers and other parties on complicated accommodation leave cases & workers compensation claims. Meets regularly with team to review claims status & develops strategies for resolution.
• Responsible for the creation & facilitation of leave administration training under the direction of Manager.
• Coordinates with internal & outside auditors to plan for & respond to all auditing activities related to leave management & workers compensation.
• Produces & manages reporting metrics & analytics for all leave cases accommodations & workers compensation claims. Presents reports as requested.
• Participate in the UWCU Safety Committee to proactively manage risk.

Research and Analysis on Benefit Wellbeing Programs 25

• Participating in benefits surveys to determine competitive positioning of the organizations programs/practices.
• Stay abreast of new legislation and trends related to benefits leaves of absence and wellbeing programs and initiatives.
• Analyze survey data and make sound recommendations on Total Rewards plan options and cost estimates.
• Research current benefit trends and regulatory/legislated requirements and recommends programs/changes to the Manager of Total Rewards
• Compiles analyzes and reports benefit data including employee benefit plan and financial data for strategic planning and evaluation best practices and benchmark surveys.

HR Processes & Projects 15

• Partner with all PSS staff to implement improvements as necessary for efficiency.
• Support the HRIS Consultant and Total Rewards Coordinator with any system maintenance and coordination/testing of upgrades or improvements.
• Assist with the design development implementation and communication of new plans initiatives and changes to existing programs as needed and during the annual benefits enrollment process.
• Interpret policies procedures and regulations for others.
• Propose improvements to systems methods of work and analysis to support continuous improvement efforts towards evolving business requirements as well as ensuring compliance with policies and statutory regulations.
• As a member of the PSS team contribute to the implementation of a comprehensive diversity strategy to guide the organizations growth while attracting and retaining a diverse and inclusive workforce; reinforce the diversity and inclusion message and culture through daily work fostering collaboration and seeking opportunities to expand the focus on diversity and inclusion across the organization.
• Participate in PSS Team meetings.
• Perform other duties as assigned.

• Associate degree in human resources business administration or related field required.
• 5 years in Human Resources Total Rewards Benefits Administration LOA Administration required.
• Professional certification at the PHR CBP or CEBS level; and/or other wellnessrelated certification preferred.
• Ability to communicate clearly and effectively both orally and in writing with UWCU employees management retirees and thirdparty vendors.
• Proven handson experience and broad knowledge of employee benefits and the administration of them.
• Familiar with and adheres to all pertinent federal and state regulations including FMLA HIPAA ERISA FLSA.
• Broad knowledge of federal state and local labor laws.
• Ability to demonstrate initiative and good judgment in the performance of responsibilities.
• Proficiency with Microsoft Outlook Microsoft Word Microsoft Excel and PowerPoint.
• Demonstrated ability to handle confidential and sensitive information.
• Strong attention to detail in establishing priorities completing assignments and meeting deadlines.
• Ability to read understand and interpret benefit plan documents.
• Ability to work independently as well as in a team environment.
• Strong interpersonal skills and demonstrated ability to represent a professional image.
• Strong presentation telephone verbal and written communication skills.
• Effective and thorough research analytical and problemsolving skills with a high attention to detail.
• Strong handson experience with HRIS systems payroll systems electronic record systems report systems etc.

Why work for UW Credit Union

Join one of Wisconsins premier financial institutions a National Top Workplace and multiyear recipient of Madison Magazines Best Places to Work Wisconsin State Journals Top Workplaces and Milwaukee Journal Sentinels Top Workplaces to receive:

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday!
• 401k company match of up to 5 plus approximately 4 discretionary match
• Variable bonus reward
• Competitive Medical Dental and Vision plans including domestic partner eligibility
• Employee Assistance Program
• And more!

UW Credit Union is committed to providing Equal Employment Opportunity(EEO) to all employees and applicants and prohibits discrimination of any type without regard to race color ethnicity gender age disability status pregnancy religion religion creed marital status familial status sexual orientation gender identity or expression genetics citizenship status national origin political belief ancestry military status protected veteran status arrest or conviction record or any other characteristics protected by federal state or local laws.