Job Description


CATEGORY: Classified

TITLE: Account Specialist - Benefits


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


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.)


- 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
- 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 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
- 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


General office setting
High volume of public contact


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


REPORTS TO: Assistant Director

EVALUATION: Classified Personnel Evaluation


PREPARED: March 2000

REVISED: July 2021

Application Instructions

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