Benefit program specialist exam


















Initially, under close supervision, incumbents receive training and learn benefit programs, complete simple benefit calculations, and provide assistance to higher-level specialists. Incumbents continue to learn and perform a variety of technical duties involving the explanation and interpretation of regulations, policies, and benefits to members.

Incumbents may complete the less complex benefit calculations, provide technical information to members concerning membership qualifications and benefits, provide technical information to employers, review technical documents for accuracy and completeness, and provide technical assistance to higher-level staff.

As skills are developed, incumbents perform more difficult and complex tasks associated with retirement calculations, interviewing members, and explaining and interpreting regulations, policies, and benefits. Incumbents are also responsible for expediting cases requiring special actions for timely payment of benefits; advising employers on membership qualifications and reports of contributions; preparing reports, correspondence, charts, and graphs; providing training to less experienced staff; contacting staff at various levels in other State and local public agencies, school officials, and members by telephone, personal contact, electronic media, or correspondence.

Incumbents receive general supervision and the consequence of errors is significant. This is the advanced journey level. Incumbents independently perform the most difficult and complex tasks described for all levels. In addition, incumbents assist in performing studies and completing investigations concerning various aspects of retirement system operations and proposed legislation; provide technical direction, guidance, and training to other specialist employees; and provide assistance with technology systems and applications used in the performance of work.

Incumbents receive only general direction and exhibit a high level of initiative, responsibility, and independence of action for the accuracy and thoroughness of their work. Review of incumbents' work is minimal. This level may have lead responsibility over less experienced employees, in areas such as training and answering questions on work procedures.

This is the supervisory level in the series. Incumbents plan, organize, and direct the work of subordinate staff engaged in various retirement and health benefit services. Incumbents perform the full range of supervisory duties including interviewing and selecting staff; evaluating training needs and performance; assigning work; representing the unit supervised in management staff meetings; collecting, compiling, and summarizing data in report form regarding activities in the unit supervised; assisting in the development of workload projections and budgetary resources; reviewing, evaluating, and recommending operating procedures to reflect changes resulting from legislation or other factors; and participating as a member of a task force or work group evaluating business operations or procedures.

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I quickly found out about CEBS designation and dove into courses. As I became more confident in my role, I was promoted and given additional responsibilities. I worked up to a manager role. Do you recognize anyone? Below are the most recent CEBS graduates. Be sure to celebrate your peers with a personal note or shout out on social media, tagging CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.

Bowness, CEBS. Now picture yourself on this list! Continue on your journey to earning your CEBS designation. Do you need guidance on your CEBS journey? Give us a call at or email cebs ifebp. Be sure to celebrate your peers with a personal note or shout-out on social media, tagging CEBSgoals. Give us a call at , option 3, or email cebs ifebp.

These new CEBS courses will help you gain valuable skills that you can put into practice on the job today as well as provide the emergent, cutting-edge knowledge that will prepare you for future roles. Online Study Groups With Instructor Support for the new courses will be offered for the first time during the spring session. It is important that you take and pass your exam prior to the close of the testing window ending on December 15, If you do not successfully pass the exam by the close of the December 15, testing window, you will need to purchase new study materials to test in Because of the extensive nature of these course revisions, exceptions cannot be made for additional testing opportunities.

Learning with others helps you gain a new perspective. Would you like to gain insights from benefits industry peers in different industries, sectors and provinces as well as from an expert instructor? Offered over a week session, Online Study Groups set a schedule for your study efforts and are facilitated by established and experienced CEBS professionals. The CEBS program not only provided me the tools to strategically apply information and industry knowledge, but it also helped me to professionally look at issues from various perspectives, including those faced by decision leadership teams at various sizes of unions and public, corporate and nonprofit employers.

It also helped to see issues from the perspectives of third-party administrators, employer or union plan administrators, board members, brokers, consultants and participants, which enabled me to easily empathize with many of the personnel involved in plan design.

GBA 2 places a particular emphasis on managing and directing employee benefit plans while clarifying the ever-changing dynamics of the United States health care system. The course provides tools and sample case studies to help benefits professionals advance organizational objectives by enhancing benefits program design, pricing and operations.

The Study Materials also consider emerging marketplace innovations in care delivery platforms and quality improvement initiatives, addressing not only opportunities and challenges in the health care arena but also in the full benefits arena, including disability, long-term care and life insurance. The course explores many considerations for plan design including how to address the changing dynamics of the U. There is a renewed focus on tech-driven innovations, including health apps that offer improved safety measures and early-warning systems to reduce illnesses, mitigate issues to prevent them from becoming chronic or acute, and minimize the likelihood of contagious illnesses spreading.

The International Foundation, the largest educational organization in the employee benefits field, is responsible for the overall administration of the program. The Wharton School, one of the preeminent business schools in the U. Most candidates average 50 hours of study time per course. Courses can be taken in any order.



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