[Hiring] Benefit Reconciliation Specialist @OSV

Role Description

The Benefit Reconciliation Specialist is responsible for ensuring the accuracy, integrity, and compliance of benefits-related data across systems, carriers, and internal records. This role supports both internal and external customers by reconciling benefit transactions, identifying and resolving discrepancies, and maintaining audit-ready documentation. The Specialist partners closely with benefit administration teams, COBRA/Direct Bill teams, and customer service staff to ensure timely, accurate reporting and regulatory compliance.

• Ensure payment integrity through comprehensive reconciliation of financial records, vendor invoices, and transaction data, proactively identifying and resolving variances to support accurate and compliant payment processing.
• Support customer audits, inquiries, and service-related requests by researching issues, analyzing data, and providing clear, accurate responses both verbally and in writing. Ensure all communications and documentation meet company standards for quality, accuracy, and compliance.
• Independently organize, prioritize, and execute multiple assignments while maintaining accuracy, quality, and adherence to required turnaround times.
• Maintain accurate files of enrollment forms, reconciliations, and supporting documentation for audit readiness.
• Provide support across team functions as needed, including assuming ownership of additional tasks and responsibilities during periods of workload fluctuation, staffing changes, or business priorities.
• Develop and utilize advanced Excel tools and reporting techniques to track, analyze, and validate data.
• Provide timely responses to internal stakeholders and external customers regarding reconciliation or data integrity inquiries.
• Meet or exceed established performance standards and service-level commitments.
• Safeguard sensitive information and ensure compliance with all security and confidentiality standards.
• Contribute to process improvement initiatives, recommending automation or efficiency enhancements.
• Adapt to changing business needs by learning and performing new processes, supporting departmental initiatives, and taking ownership of work assigned by leadership.
• Take ownership of assigned responsibilities and work independently to achieve expected outcomes while actively collaborating with departmental and cross-functional teams to resolve issues and drive business results.

Qualifications

• High School diploma required; Associate’s or Bachelor’s degree preferred.
• Professional certifications in HR, Benefits, or Data Analytics a plus.

Requirements

• 3 years of experience with system reporting outputs requiring Microsoft Excel comparisons, audits, and analysis.
• 3 years of customer service experience.
• Strong written and verbal communication skills.
• Comfort working in systems-heavy environments, using shared trackers and case management platforms.
• Strong organizational skills with the ability to manage multiple priorities and drive follow-through.
• Strong attention to detail and problem-solving abilities.

Benefits

• Encouraged to learn and share ideas when joining the OneSource Virtual team.
• Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work.
• Values-based culture, upward mobility, and professional development with opportunities of all kinds.