Job Description

TEMPE ELEMENTARY SCHOOL DISTRICT

CATEGORY: Classified

TITLE: Account Specialist - Benefits

JOB DESCRIPTION:

Implement and maintain for the District an accurate and efficient computerized accounting system to
ensure compliance with State and Federal mandates relating to benefits.

QUALIFICATIONS:

1. Education and/or experience equivalent to a High School Diploma or GED
2. Two (2) years benefits or related human resources experience
3. State of Arizona Identity Verified (IVP) Fingerprint Clearance Card
4. May require a valid Arizona Driver’s License

ESSENTIAL FUNCTIONS: (Essential functions, as defined under the Americans with Disabilities Act,
may include any of the following tasks, knowledge, skills, and other characteristics. This list is
ILLUSTRATIVE ONLY, and is not a comprehensive listing of all duties and responsibilities performed by
incumbents of this class.)

DUTIES AND RESPONSIBILITIES:

- Maintain accurate accounting and verification of all District related benefits in the Human
Resource system.
- Assist with processing new hires, changes or terminations in various databases and process
appropriate paperwork.
- Review and reconcile monthly insurance/benefits billing including making all changes and/or
adjustments to employee deductions.
- Process invoices for benefits (such as medical, dental, life insurance, short-term disability to
ensure payments are accurate and timely.
- Prepare letters pertaining to employee benefits.
- Notify eligible employees of COBRA insurance rights; monitor and review all enrollee & retiree
COBRA benefit contributions.
- Assist with annual open enrollment sessions for employee benefit changes.
- Assist various administrators/committees/consultants with the collection of data and developing
reports pertaining to employee benefits.
- Process and maintain retiree data regarding collection of premium payments.
- Assist with employee orientation sessions.
- Assist with wellness programs and information.
- Assist employees with application and processing of benefits.
- Serve as a liaison between employees and providers as needed to resolve benefits issues and/or
problems.
- Process employment verifications.
- Maintain employee benefit files.
- Greet, direct and monitor visitors.
- Provide support to Human Resource department as needed.
- Perform other duties as assigned.

KNOWLEDGE, SKILLS AND OTHER CHARACTERISTICS:

- Knowledge of benefit rules, regulations and laws - Knowledge of district policies and procedures relating to employee benefits
- Knowledge of research methods and techniques
- Knowledge of general bookkeeping principles and practices
- Knowledge of Microsoft Office and Google Drive Applications
- Skill in problem analysis and resolution
- Skill in establishing and maintaining effective working relationships
- Skill in handling and maintaining confidential information
- Skill in utilizing, maintaining and updating databases
- Skill utilizing verbal and written communication in the development of reports, records or other
communication
- Skill in coordinating/conducting employee orientation and open enrollment sessions
- Skill in, but not limited to:
o Email
o Word Processing
o Spreadsheets
o Databases
o Presentation Software
o Accounting and basic math
o Use of standard office equipment
- Ability to interpret plan benefits, implement policies and procedures
- Ability to keep accurate records
- Ability to explain complex benefits information
- Ability to act as a liaison for employees
- Ability to respond effectively to inquiries or complaints
- Ability to communicate both verbally and in writing
- Ability to work within specific time frames and be detail oriented

WORKING CONDITIONS:

General office setting
High volume of public contact

PHYSICAL EFFORT:

Position may require climbing, stooping, standing, walking, lifting, keyboarding, talking, listening,
eyestrain and repetitive motions.
May be required to travel to in and out-of-district sites.
May require lifting and carrying materials and supplies weighing up to 20 pounds

WORK YEAR: 12 months

DEPARTMENT/SCHOOL: Human Resource Department

GRADE: 45

REPORTS TO: Assistant Director

EVALUATION: Classified Personnel Evaluation

SUPERVISES: N/A

PREPARED: March 2000

REVISED: July 2021

Application Instructions

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