Accounting Auditor

Creative Business Resources

Job Description: *Part-Time* Benefits Auditor – $20.00 DOE

Department: Operations

Reports To: Chief Financial Officer/Director of Operations

Summary

The primary responsibility of this position is auditing of monthly plan premiums. The Benefits Auditor will work

closely with the benefits specialists and client services department to ensure accurate benefit and deduction setup for

clients and employees.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Interface with third party vendors (insurance carriers)

Audit and reconcile monthly invoices

Audit client plan set up

Audit employee benefit and deduction set up monthly

Notify benefits specialists ofrecaptures, terminations and changes to be made

Maintain a benefits tracking spreadsheet

Create monthly invoices for client sponsored plans

Request monthly premium checks from A/P and ensure timely submission of payment

Respond to client questions regarding benefit plans

Maintain and ensure accuracy of various benefit information files

Audit 401k deductions monthly

Fund 401k plan (upload info and submit payment to Manulife)

Ensure that client Plan documents are maintained in client files (SPD, Agreements, Reports)

Maintain S l25 Plan files (client plan documents, SPD’s)

Cross train with Benefits Specialists to assist or backup as necessary

Oversee open emollment processes for CBR benefit plans

Special projects as assigned by CFO or Operations Director

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The

requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable

accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

College Degree/ Accounting Degree Preferred

Minimum of two years experience in a benefits related field

General knowledge of Microsoft Word and Excel with ability to learn new software as necessary

Language Skills

Ability to read and comprehend instructions, professional correspondence and memos. Ability to write professional

correspondence. Ability to effectively present information in small group situations to customers, vendors, clients

and employees of Creative Business Resources.

Mathematical Skills

Ability to use forms of math such as adding, subtracting, multiplying and dividing. Will be calculating rates,

deductions, and using math and reasoning skills for invoice auditing.

Knowledge/other Skills

Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with

problems and meet deadlines in a fast paced environment. Ability to be a team player and possess excellent

customer service skills.