Benefit Reconciliation Specialist

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place. 

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.

Responsibilities

• 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.

Competencies

• Effective communication skills, both verbally and in writing.

• Advanced Excel expertise, including data validation, PivotTables, advanced formulas, data analysis, reconciliation of large datasets, and the ability to identify discrepancies, trends, and root causes through detailed reporting and analysis.

• Proven ability to interpret and analyze data from multiple sources to identify trends, assess business impacts, and support Customers’ operational and strategic decision-making.

• Adaptable to changing business needs, processes, systems, and priorities.

• Ability to work independently and as part of a team.

• Continuous improvement mindset, actively engage in company, team, and departmental activities, contributing ideas, sharing knowledge, and supporting initiatives.

• Maintain punctuality and adherence to set schedule with extra hours as needed.

• Demonstrate resilience and the ability to remain focused, organized, and productive in fast-paced environments with multiple deadlines and competing demands.

• Experience working within the Benefits Administration industry, including employee benefits, eligibility, enrollment, billing, reconciliation, COBRA, and customer support processes.

• Professionalism and discretion in handling sensitive and confidential data.

Qualifications

Education/Certification Requirement

High School diploma required; Associate’s or Bachelor’s degree preferred.

Professional certifications in HR, Benefits, or Data Analytics a plus.

Required

• 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.

Preferred

• Bachelor’s degree in Business, HR, or a related field.
• Experience working within the Benefits Administration Industry.
• Experience analyzing employee benefits, eligibility, enrollment, payroll, billing, or carrier data to identify discrepancies and support reconciliation activities.
• Experience using Workday software.
• Experience using Alegeus WCC software.
• Experience using Salesforce or similar case-tracking / workflow systems.

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.