The Team Morningstar's purpose is to empower investor success. We believe people perform at their best when they have access to meaningful benefits, supportive programs, and a workplace where they can thrive. As part of …
Skills: Leave of absence administration, Disability administration, Accommodations management, Case management, FMLA
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$74k–$109k/yr
Full-time
bachelor degree, professional certificate
401k match, Stock ownership, Life insurance, Health benefits, HSA contributions, Wellness incentives
Posted 13d ago
~40 hrs/week
Responsibilities
The Benefits Specialist will manage leave of absence, disability, and workplace accommodation programs across the U.S. and Canada. This role involves coordinating with employees, managers, and third-party vendors to ensure compliance and a positive employee experience.
Requirements
Candidates must have 3-7 years of experience in benefits administration or a related HR field with strong knowledge of FMLA and ADA regulations. Proficiency in Microsoft Office and excellent organizational skills are required, while a bachelor's degree and HRIS experience are preferred.
Full job description
The Team
Morningstar's purpose is to empower investor success. We believe people perform at their best when they have access to meaningful benefits, supportive programs, and a workplace where they can thrive.
As part of Morningstar's Global Benefits team, you'll help deliver employee- focused programs that support health, well-being, time away from work, and workplace inclusion. Our team partners closely with employees, managers, HR, Payroll, Legal, and external vendors to ensure our programs are administered thoughtfully, consistently, and in compliance with applicable laws and regulations.
The Role
Morningstar is seeking a Benefits Specialist, Absence & Accommodations to support leave of absence, disability, and workplace accommodation programs across the United States and Canada.
This role serves as a key point of contact for employees navigating leaves and accommodation requests, helping ensure a positive employee experience while supporting compliance, operational excellence, and vendor performance. The position will work closely with Morningstar's leave administrator, accommodation partners, HR Business Partners, Payroll, Legal, and People teams.
The ideal candidate combines strong case management skills with empathy, attention to detail, sound judgment, and a passion for improving employee experiences.
Key Responsibilities
Leave of Absence Administration
Support administration of U.S. and Canada leave programs, including parental, medical, personal, military, disability, and statutory leave programs.
Monitor leave cases and facilitate communication between employees, managers, HR, Payroll, and third-party administrators.
Assist employees in understanding eligibility, benefit continuation, pay implications, and return-to-work processes.
Review leave administration outcomes for accuracy and escalate complex issues when appropriate.
Support implementation and ongoing administration of Morningstar's leave administration vendors and related processes.
Accommodations Management
Coordinate accommodation requests and support the interactive process in partnership with employees, managers, HR Business Partners, Legal, and external providers.
Track accommodation cases, required documentation, timelines, and follow-up activities.
Help ensure accommodation requests are handled consistently, confidentially, and in compliance with applicable laws and company policies.
Partner with stakeholders to facilitate accommodation implementation and ongoing case monitoring.
Compliance & Governance
Assist with administration of programs subject to FMLA, ADA, PWFA, state leave laws, provincial requirements, disability regulations, and related employment laws.
Maintain accurate records and documentation supporting leave and accommodation decisions.
Support regulatory reporting, audits, policy updates, and compliance reviews.
Monitor legislative developments and assist in implementing required process or policy changes.
Vendor & Operational Management
Serve as a liaison between Morningstar and third-party leave and accommodation vendors.
Track service issues, escalations, processing errors, employee complaints, and operational trends.
Support vendor meetings, reporting reviews, and issue resolution efforts.
Identify opportunities to improve employee experience, reduce manual work, and strengthen operational controls.
Employee & Stakeholder Support
Respond to employee, manager, HR, and Payroll inquiries regarding leave and accommodation programs.
Develop employee-facing communications, guides, FAQs, and process documentation.
Provide thoughtful, customer-focused support during sensitive employee situations.
Partner effectively across People & Culture, Legal, Payroll, Benefits, and external vendors.
Qualifications
Required
3-7 years of experience in leave of absence, disability, accommodations, benefits administration, HR operations, or a related field.
Knowledge of FMLA, ADA, disability administration, and U.S. leave regulations.
Strong organizational skills with the ability to manage multiple cases and competing priorities.
Excellent written and verbal communication skills.
Strong attention to detail and commitment to confidentiality.
Proficiency with Microsoft Excel and Microsoft Office applications.
Preferred
Bachelors Degree
Experience administering leave and accommodation programs in both the United States and Canada.
Experience working with third-party leave administrators and disability carriers.
Experience supporting ADA accommodations and interactive process documentation.
Experience with HRIS platforms such as Workday.
CEBS, SHRM, PHR, or related professional certification.
What Success Looks Like
In this role, you will:
Deliver a high-quality employee experience during some of the most important and sensitive moments in an employee's career.
Ensure leave and accommodation cases are handled accurately, consistently, and compliantly.
Build strong partnerships across HR, Payroll, Legal, managers, and external vendors.
Identify opportunities to help us scale, simplify processes and improve operational efficiency.
Contribute to Morningstar's commitment to supporting employee well-being and workplace inclusion.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$74,325.00-109,008.33
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR