Concierge - NY, NJ, PA

WHO WE ARE

We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

• Retirement benefits - pension plan, 401(k) with employer match
• Excellent health benefits - medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

Position Title: Benefits Concierge

Position Overview: As a Benefits Concierge, you will serve as a technical benefits resource and an integral member of the People & Culture team. This role supports the administration of the Credit Union’s employee benefits programs, with a strong focus on medical plan administration, medical billing review and processing, vendor coordination, eligibility reconciliation, claims-related issue resolution, and accurate benefits data management.

The Benefits Concierge partners closely with employees, managers, benefit vendors, brokers, third-party administrators, payroll, finance, and People Operations to ensure timely service, accurate billing, regulatory compliance, and a positive employee experience throughout the benefits lifecycle.

Position Type: Full-Time (40 hours/week). Monday to Friday 8:00AM - 5:00PM

Compensation Range: $23.00/hr.

- $30.00/hr.
* Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Hybrid in the following locations:
Endwell, NY | Saddle Brook, NJ | Randolph, NJ | Muhlenberg, PA, | Reading, PA

What you’ll do in this role:

• Administer and support all employee benefit programs, including but not limited to medical, dental, vision, life, disability, and voluntary benefit offerings.
• Support day-to-day administration of the self-insured medical plan, including eligibility maintenance, enrollment accuracy, carrier/vendor file coordination, claims-related research, and employee issue resolution.
• Review, reconcile, and process medical, dental, vision, COBRA, and other benefit-related invoices, ensuring billing accuracy, proper documentation, timely payment coordination, and resolution of discrepancies with vendors, brokers, third-party administrators, payroll, and finance.
• Serve as the primary employee resource for benefit enrollment, life event changes, claims or billing questions, escalations, and issue resolution.
• Coordinate annual open enrollment activities and ongoing benefits communications to ensure employees understand and maximize their benefit offerings.
• Partner with brokers, vendors, payroll, finance, and internal stakeholders to ensure accurate processing, billing, reporting, compliance, and auditing of benefits programs.
• Maintain accurate benefits data in HRIS and vendor systems, including enrollment records, payroll deduction updates, demographic changes, dependent eligibility information, and required documentation.
• Lead wellness initiatives and employee engagement programs that support the health and well-being of our workforce.
• Manage People Operations inquiries through the P&C ticketing system, delivering responsive, accurate, and employee-centered support.
• Maintain regulatory compliance and complete required reporting, filings, audits, testing, and documentation related to employee benefits administration.

What success looks like:

• Employees receive timely, accurate, and compassionate support when navigating benefits, claims, billing questions, and wellness programs.
• Benefit enrollments, eligibility updates, vendor communications, payroll-related transactions, and billing processes are completed accurately and efficiently.
• Self-insured medical plan administration is handled with strong attention to detail, accurate data reconciliation, clear documentation, and timely…