At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Benefits & Retirement Analyst? Globe Life is looking for a Benefits & Retirement Analyst to join the team!
This role is responsible for playing a key role in delivering a seamless, employee-centered experience across the organization’s benefits, retirement, wellness, and time away from work programs. This position supports both day-to-day administration and long-term strategic initiatives, ensuring programs are compliant, cost-effective, and aligned with organizational goals. The analyst also manages weekly and monthly vendor billing for health and welfare plans, maintaining accuracy, transparency, and strong vendor relationships.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
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Administer medical, dental, vision, life, disability, and supplemental benefit programs.
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Support the strategic approach to benefits by identifying trends, employee needs, and opportunities for improvement.
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Manage new hire enrollments, qualifying life events, and open enrollment activities.
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Maintain accurate benefits data within HRIS systems.
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Serve as a Tier 3 resource for employee questions, providing clear and timely guidance.
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Coordinate with vendors to resolve issues and enhance service delivery.
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Support administration of Globe Life and American Income Life 401(k) and pension plans in compliance with ERISA and plan documents.
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Periodically audit enrollments, contribution changes, loans, and pension-related transactions.
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Assist with annual audits, nondiscrimination testing, and regulatory filings, including annual ADP/ACP non-discrimination testing.
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Partner with plan advisors and recordkeepers to ensure accurate plan operations.
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Provide employees with education and resources to support financial well-being.
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Respond to requests from third-party providers and reconcile payroll contributions.
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Assist in maintaining employee databases and data integrity with third-party systems.
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Determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports.
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Support regular inquiries, investigations, and correspondence with retirees, active, and terminated participants in all retirement plans.
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Maintain knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
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Support the strategic design and implementation of wellness initiatives that promote physical, mental, and financial health.
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Facilitate changes with the wellness vendor where applicable, including promotions and vendor integration files.
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Track participation and evaluate program effectiveness.
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Develop communications that encourage engagement and reinforce a culture of well-being.
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Administer time-away-from-work programs including FMLA, ADA, parental leave, short-term disability, long-term disability, and other leave policies.
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Partner with HR, managers, and third-party administrators to ensure consistent, compliant, and empathetic leave management.
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Maintain accurate documentation and ensure timely processing of leave requests.
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Process weekly and monthly vendor invoices for health and welfare plans, ensuring accuracy and timely payment.
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Reconcile billing discrepancies and collaborate with vendors and payroll to resolve issues.
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Maintain detailed records to support audits, budgeting, and financial reporting.
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Support the strategic evaluation of vendor performance and plan costs.
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Ensure compliance with federal and state regulations including ERISA, ACA, HIPAA, COBRA, FMLA, and IRS guidelines.
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Prepare required notices, summaries, and employee communications.
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Support internal and external audits with accurate documentation and reporting.
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Monitor regulatory changes and recommend updates to policies and procedures.
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Deliver exceptional customer service with a focus on clarity, empathy, and problem-solving.
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Create and maintain benefit guides, FAQs, and communication materials.
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Facilitate benefits orientations and training sessions for employees and managers.
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Partner with HR leadership to enhance the overall employee experience.
What You Can Bring:
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Bachelor's degree in HR, Business, Finance, or a related field.
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3–5 years of experience in benefits, retirement, or HR administration, including administering group health & welfare and retirement plans.
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Experience with HRIS and benefits administration systems, including Workday and Fidelity, with a background working with multiple vendors or multi-state populations.
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Strong understanding of benefits regulations and retirement plan compliance, including ERISA, IRS, DOL, and PBGC regulations, with a proven ability to interpret plan documents and resolve complex participant issues.
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Advanced analytical skills, high attention to detail, and proficiency with retirement systems, Microsoft Word, Excel, and PowerPoint.
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Excellent communication and presentation skills with the ability to educate employees, deliver exceptional customer service, and work effectively with cross-functional teams across HR, finance, and legal departments.
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Ability to work independently and collaboratively with demonstrated resourcefulness in problem-solving.
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Strong organization and time management skills with the ability to multitask, maintain confidentiality, and work with highly sensitive information in a fast-paced, time-sensitive environment.
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Certifications preferred but not required: Retirement Plans Associate (RPA), CEBS, CRSP, Certified Pension Consultant (CPC), or related certification.
Applicable To All Employees of Globe Life Family of Companies:
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
