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Retirement Specialist

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: FirstDay Foundation
Full Time position
Listed on 2026-02-27
Job specializations:
  • Management
    Talent Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Benefits and Retirement Specialist

It's a great feeling to work for a company that does so much good for others around the world!

This is an onsite position, Monday - Friday, at our San Antonio, TX office.

Education

Bachelor’s degree in Human Resources, Business Administration, or a related field preferred. An Associate’s degree combined with significant relevant coursework or equivalent professional experience may be considered.

Experience

Minimum of two (2) years of technical experience in the administration of comprehensive employee benefits programs, with a demonstrated focus on medical insurance and retirement plan management.

Equivalency

Additional qualifying professional experience may be substituted for the required education on a year-for-year basis.

Core Responsibilities
  • Administer the agency’s benefits programs, including retirement plans, wellness initiatives, and insurance policies such as health, life, and disability.
  • Collaborate with insurance brokers, vendors, and carriers to manage the agency's enrollment, renewal, and distribution processes.
  • Maintain accurate records and ensure policies, procedures, and benefits programs are consistently administered by interpreting plan requirements.
  • Provide specialized support to staff regarding benefits programs and elevate complex inquiries as necessary.
  • Research and analyze benefits plans to implement programs that represent the best value and strategic fit for the agency.
  • Perform complex data analysis to audit benefits programs and recommend cost-reduction or containment strategies.
  • Draft and distribute communications to staff regarding benefit programs, procedures, claims, and government-mandated disclosures.
  • Prepare informational materials, presentations, and reports for agency staff, management, and the Board of Directors.
  • Monitor legislative trends and regulations to ensure programs remain competitive, cost-effective, and compliant with state and federal laws.
  • Propose efficient programmatic changes and manage the dedicated wellness budget.
  • Perform other duties as assigned.
Measurable Deliverables
  • Produce clear and concise reports, correspondence, and procedural documentation.
  • Maintain organized, accurate records and files in accordance with compliance standards.
  • Synthesize data to prepare periodic and special reports related to the benefits function.
Wellness Leadership
  • Manage and sustain the agency’s health and wellness initiatives.
  • Evaluate initiative outcomes and provide data-driven recommendations for future wellness programming.
  • Perform other duties as assigned.
Key Requirements
  • Critical thinking skills to diagnose problems and drive appropriate solutions.
  • Strong leadership abilities to coordinate effectively with benefits administrators, staff, and external vendors.
  • Advanced conflict management and consulting skills.
  • Outstanding communication abilities to build professional relationships and convey complex information clearly.
  • Sound judgment to balance the needs of employees with the strategic goals of the organization.
  • Technical aptitude for understanding complex insurance regulations, coverage terms, and healthcare laws.
  • Ability to thrive in a fast‑paced, innovative environment.
  • Analytical acumen to translate business goals into necessary human resource capabilities.
  • Strong business literacy and client management skills.
  • Ability to prioritize multiple, often conflicting, deadlines effectively.
  • Self‑directed and motivated with a high degree of flexibility.
  • Proficiency in HRIS platforms, Microsoft Office Suite, and database management.
  • Exceptional organizational skills and attention to detail.

English (United States)

If you like to work with people that believe they can make a difference in the world, this is the company for you!

EEO Statement

In accordance with Title VII of the Civil Rights Act of 1964 and other applicable federal and state laws (e.g., the Age Discrimination in Employment Act (ADEA), and the Americans with Disabilities Act (ADA), it is our policy to provide equal employment opportunity and treat all employees equally regardless of race, religion, national origin, color, sex, or any other classification made unlawful or prohibited by federal, state and/or local laws, such as age, citizenship status, veteran or military status, or disability.

This policy applies to all terms and conditions of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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