Benefits Specialist, Employee & Retiree Experience

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.

We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!

Job Description

As the Benefits Specialist, Employee & Retiree Experience, you will support the management of our US, Puerto Rico, and Mexico health and wellness, and retirement plans and programs. You will serve as the point of contact for employees, candidates, and retirees requiring support with our retirement and health benefit programs.

You will report to our Manager, US Retirement Plans.

New Hire and Retiree Benefits Experience

• Be the contact for employee/candidate benefit inquiries that require specialized research, cross-functional coordination, or resolution of non-routine issues related to health, welfare, and retirement programs.
• Develop and deliver onboarding resources, presentations, and communications that educate employees on available benefit offerings.
• Support new hire benefits enrollment activities and coordinate with vendors to resolve employee questions and issues.
• Monitor and improve the new hire benefits experience through feedback, trend analysis, and process enhancements.
• Be an important contact for employees transitioning to retirement and for retirees requiring support with retirement and health benefit programs.
• Provide education and guidance on pension, 401(k), retiree medical, and other post-employment benefit programs.
• Coordinate retiree communications and support retirement transition processes.
• Work with vendors and internal partners to address retiree inquiries and ensure a seamless retirement experience.
• Support retirement-related projects, communications, audits, and compliance activities.
• Support administration of U.S. and Puerto Rico retirement programs including 401(k), pension, and nonqualified retirement plans.
• Help with non-elective contribution processes.
• Help with annual compliance reporting, audits, and documentation.
• Support retirement program communications, plan changes, and vendor management.
• Maintain plan records, documentation, and SharePoint resources following company retention policies.
• Support administration of health, welfare, and well-being benefit programs.
• Help with vendor oversight and coordinate operational activities with third-party administrators and benefit partners.
• Support implementation of new benefit programs and plan design enhancements.
• Analyze program use trends and provide recommendations to improve employee engagement and program effectiveness.
• Support annual enrollment planning, testing, communications, and execution.
• Help with benefits renewals, surveys, and ongoing vendor management activities.
• Maintain benefits-related SharePoint resources and documentation.
• Develop and maintain employee-focused benefits communications, educational materials, and resources
• Ensure communications are accurate, compliant, engaging, and aligned with company branding standards.
• Lead and manage the Benefits Department communications calendar, ensuring delivery of important benefit communications.
• Support retiree and new hire communication strategies.
• Help update Summary Plan Descriptions (SPDs), legal notices, and other participant materials.
• Oversee a centralized regulatory compliance calendar, tracking deadlines, completion status, and vendor support requirements.
• Help ensure benefit programs remain compliant with ERISA, HIPAA, IRS, Department of Labor, and other applicable regulations.
• Identify and implement technology and AI-driven solutions to improve benefits administration processes, employee experience, operational efficiency and reporting dashboards.
• Monitor benefit data integrations and eligibility processes between Rockwell Automation and benefit vendors.
• Support mergers, acquisitions, and organizational changes affecting benefit programs.
• Maintain confidentiality and ensure handling of sensitive employee information.

The Essentials - You Will Have:

• Bachelor's degree
• Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

The Preferred - You Might Also Have:

• Bachelor's degree in Business Administration, Finance, Human Resources or related discipline3+ years of experience in employee benefits, retirement plans, health and welfare administration, HR operations, or related fields.
• Fluency with Spanish
• Demonstrated experience supporting employees, retirees, or customer service functions.
• Knowledge of retirement plans, health and welfare programs, and applicable benefits regulations.
• Project management skills with experience leading complex projects.
• Experience using AI-enabled technologies to enhance communications, data analysis, process improvement, or employee service delivery.
• Experience with Workday, SharePoint, and benefits administration platforms.
• CEBS, CBP, or related benefits certification.

What We Offer:

• Health Insurance including Medical, Dental and Vision
• 401k
• Paid Time off
• Parental and Caregiver Leave
• Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
• To learn more about our benefits package, please visit at www.raquickfind.com.

At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.

This position is part of a job family. Experience will be the determining factor for position level and compensation.

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We are an Equal Opportunity Employer including disability and veterans. 

If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.

Rockwell Automation’s hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.