Benefits Clerk II

CASEY COUNTY JOB DESCRIPTION

Position Title: Benefits Clerk II Class Code:7191

Department: Central Office

Reports To: Superintendent/Finance Director

Approved By: Casey County Board of Education Date: June 2026

Benefits Clerk

Reports To: Superintendent / Finance Director / Human Resources Contract: 245 Days – 8 Hours Per Day Salary: Based on Education and Experience per the Salary Schedule

Position Summary

The Benefits Clerk is responsible for assisting employees with insurance benefits, retirement, leave management, payroll-related benefits processing, and employee support services. This position works closely with Human Resources and Payroll to ensure employee benefits and related records are maintained accurately, confidentially, and efficiently. Duties are designed to support the over 450 employees of Casey County Schools and their families.

Essential Job Duties and Responsibilities

• Assist employees with health insurance, dental insurance, vision insurance, life insurance, and other employee benefit programs
• Coordinate employee benefit enrollments, changes, and terminations
• Assist employees during annual open enrollment periods
• Maintain accurate employee benefit records and documentation
• Maintain state and federal reporting requirements
• Process and monitor retirement paperwork and related reporting requirements
• Assist employees with retirement questions and communication with KTRS and CERS systems
• Maintain records related to employee leave balances, including sick leave, personal leave, vacation leave, and FMLA documentation Work collaboratively with Human
• Resources and Payroll to ensure accurate payroll deductions and benefit withholdings
• Verify payroll deductions for insurance, retirement, garnishments, and voluntary deductions
• Assist with workers’ compensation documentation and related benefit coordination
• Respond to employee questions regarding benefits, leave, retirement, and payroll deductions in a professional and confidential manner
• Prepare reports, spreadsheets, and correspondence related to employee benefits and leave records
• Maintain confidentiality of employee records and sensitive information
• Assist with the onboarding of new employees regarding benefits and required documentation
• Assist in separating employees with retirement, insurance continuation, and exit procedures
• Communicate with insurance providers, retirement systems, and outside agencies as needed
• Maintain organized electronic and paper filing systems
• Operate standard office equipment and software systems, including payroll and employee management systems
• Attend trainings, workshops, and meetings related to benefits, payroll, retirement, and human resources
• Support the district’s efforts to provide accurate and timely employee services
• KHRIS Insurance Administration
• Process employee enrollments, changes, and terminations for all district benefit programs.
• Maintain accurate employee benefits records in district software systems (KHRIS)
• Assist employees with completion of insurance and benefit forms.
• Verify eligibility for benefits coverage and dependent documentation.
• Assist HR Director with open enrollment activities and communicate benefit updates to staff.
• Serve as a point of contact for employee questions regarding health, dental, vision, life insurance, and supplemental benefits.
• Assist with COBRA notifications and continuation coverage requirements.
• Coordinate with payroll/finance to ensure accurate benefit deductions.
• Coordinate Section 125 benefits and serve as the liaison between vendors and employees.
• Leaves
• Assist employees with leave paperwork and reporting requirements for the Kentucky Teachers’ Retirement System (TRS) and County Employees Retirement System (CERS).
•  Maintain records related to employee leave balances and benefits eligibility.
•  Support administration of FMLA and other leave-related documentation.
• Provide employees with information regarding leave procedures.
•  Maintain confidentiality of employee records and sensitive information.
• Ensure compliance with district policies (requirements, and applicable federal regulations including ACA, HIPAA, COBRA, and FMLA).
• Communication and Compliance
• Prepare and maintain reports related to benefits participation and compliance.
• Assist with audits and requests for documentation.
• Respond promptly to employee questions and concerns regarding benefits.
• Prepare benefit communication materials, notices, and employee correspondence.
• Assist with new employee orientation related to benefits and insurance.
• Provide excellent customer service to employees and vendors.
•  File and maintain personnel and benefits documentation.
•  Assist Human Resources staff with special projects and departmental needs.
• Schedule appointments and maintain calendars related to benefits administration.
• Perform data entry and generate reports as requested.
• Attend training sessions and professional development related to benefits administration.
• Reconcile monthly insurance billing statements and report discrepancies. (Our Finance Dept. handles this piece)
• Knowledge, Skills, and Abilities
• Knowledge of employee benefits and retirement systems preferred
• Knowledge of payroll deduction processes and leave management
• Strong organizational and record-keeping skills
• Ability to maintain confidentiality and exercise discretion
• Strong communication and customer service skills
• Ability to work effectively with employees, administrators, and outside agencies
• Ability to prioritize tasks and meet deadlines in a fast-paced environment
• Proficiency in computer systems, spreadsheets, and office software
• Education and Experience
• High school diploma or GED required
• Associate degree or experience in payroll, benefits, human resources, or office administration preferred
• Additional Duties
• Perform other duties as assigned.

Adapted from existing Casey County Schools payroll and benefits support responsibilities.

The information contained in this job description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.