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Benefits representative vs retirement specialist

The differences between benefits representatives and retirement specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a benefits representative and a retirement specialist. Additionally, a retirement specialist has an average salary of $40,474, which is higher than the $38,694 average annual salary of a benefits representative.

The top three skills for a benefits representative include customer service, patients and insurance coverage. The most important skills for a retirement specialist are life insurance, HR, and recordkeeping.

Benefits representative vs retirement specialist overview

Benefits RepresentativeRetirement Specialist
Yearly salary$38,694$40,474
Hourly rate$18.60$19.46
Growth rate7%7%
Number of jobs13,05824,916
Job satisfaction--
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 71%
Average age4545
Years of experience66

What does a benefits representative do?

A benefits representative is responsible for facilitating and disseminating information about benefits programs and policies across all employees in the company. Benefits representatives respond to the employees' inquiries and concerns of benefits processes, update their benefits information, and resolve discrepancies and disputes. They also support the company's initiatives on developing new benefits plans, implementing campaigns, as well as writing application guides for reference. A benefits representative should have excellent communication and organizational skills as they also conduct surveys to check the efficiency and effectiveness of the benefits programs and adjusting procedures as needed.

What does a retirement specialist do?

A retirement specialist is responsible for designing and implementing retirement packages such as benefits, savings, profit sharing, and pensions to the employees of a certain company. They work together with the human resource department to ensure that all retirees can access their benefits and pensions. Their duties and responsibilities include explaining the different retirement packages to the potential beneficiaries and working with HR to resolve any issues.

Benefits representative vs retirement specialist salary

Benefits representatives and retirement specialists have different pay scales, as shown below.

Benefits RepresentativeRetirement Specialist
Average salary$38,694$40,474
Salary rangeBetween $29,000 And $51,000Between $29,000 And $56,000
Highest paying CityNew York, NYNewark, NJ
Highest paying stateNew JerseyNew Jersey
Best paying companyBlackRockAmgen
Best paying industryFinanceFinance

Differences between benefits representative and retirement specialist education

There are a few differences between a benefits representative and a retirement specialist in terms of educational background:

Benefits RepresentativeRetirement Specialist
Most common degreeBachelor's Degree, 56%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Benefits representative vs retirement specialist demographics

Here are the differences between benefits representatives' and retirement specialists' demographics:

Benefits RepresentativeRetirement Specialist
Average age4545
Gender ratioMale, 30.3% Female, 69.7%Male, 52.0% Female, 48.0%
Race ratioBlack or African American, 11.0% Unknown, 3.6% Hispanic or Latino, 16.2% Asian, 7.0% White, 61.9% American Indian and Alaska Native, 0.3%Black or African American, 10.8% Unknown, 3.6% Hispanic or Latino, 15.4% Asian, 7.7% White, 62.2% American Indian and Alaska Native, 0.3%
LGBT Percentage9%9%

Differences between benefits representative and retirement specialist duties and responsibilities

Benefits representative example responsibilities.

  • Determine eligibility and process FMLA initial notification letters for employees which lead to immediate use of benefits.
  • Service consumers inbound inquires via phone and live chat regarding HRA, FSA and HSA accounts.
  • Work with clients to ensure ACA compliance.
  • Train in and apply HIPAA privacy and security regulations and maintain strict confidentiality of claims.
  • Contact any FSA or HRA groups concerning any outstanding payments for claims and/or admin fee invoices.
  • Produce benefit-related reports from HRIS.
  • Show more

Retirement specialist example responsibilities.

  • Manage and resolve participant escalations and requests from DOL.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Review social security, Medicare, annuities and tax relate questions.
  • Process recalculations and payroll for retirees resuming their retirement benefits.
  • Utilize ASC and SRT recordkeeping systems.
  • Educate participants, clients and third party facilitators on various ERISA regulations and procedures.
  • Show more

Benefits representative vs retirement specialist skills

Common benefits representative skills
  • Customer Service, 18%
  • Patients, 18%
  • Insurance Coverage, 8%
  • Medicaid, 6%
  • Insurance Carriers, 5%
  • Term Disability, 4%
Common retirement specialist skills
  • Life Insurance, 11%
  • HR, 10%
  • Recordkeeping, 8%
  • Payroll, 8%
  • Medicare, 7%
  • Financial Products, 6%

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