Company Overview
Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients a broad and competitive portfolio of Insurance Options. We have over 20 years’ experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products.
The foundation of the company and its employee’s lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.
Job Summary
The HR Business Partner (HRBP) collaborates closely with business leaders and employees to align people strategies with organizational objectives. This role serves as a strategic advisor, change agent, and employee advocate, while driving workforce performance and overseeing key HR functions including administration, payroll, benefits, employee engagement, and compliance.
Duties and Responsibilities
Strategic Partnership & Workforce Planning
- Partner with executive leadership and department managers to align HR strategies with overall business objectives and growth initiatives.
- Participate in strategic planning sessions to provide insight on workforce trends, talent gaps, succession planning, and organizational design.
- Analyze workforce metrics (turnover, engagement, absenteeism, productivity) to develop proactive solutions that improve performance and retention.
- Support leadership in building scalable team structures aligned with company expansion plans.
Talent Management & Organizational Development
- Lead workforce planning initiatives including recruitment forecasting, succession planning, and internal mobility strategies.
- Partner with hiring managers to ensure recruitment efforts align with competency requirements and cultural fit.
- Design and support onboarding programs to ensure successful employee integration and engagement.
- Identify skill gaps and collaborate on training and development programs to enhance workforce capability.
- Support leadership development initiatives to strengthen management effectiveness.
Employee Relations & Performance Management
- Serve as the primary point of contact for employee relations matters, ensuring fair, consistent, and legally compliant resolution of workplace concerns.
- Coach managers on performance management processes, corrective actions, documentation, and progressive discipline.
- Facilitate investigations related to workplace complaints, policy violations, and conflict resolution.
- Guide leaders through Performance Improvement Plans (PIPs) and ensure appropriate follow-up and documentation.
- Promote a culture of accountability, transparency, and respectful communication.
Payroll & Benefits Administration
- Oversee payroll processing to ensure accuracy, timeliness, and compliance with wage and hour regulations.
- Audit payroll reports, PTO accruals, deductions, and off-cycle adjustments to ensure accuracy.
- Administer employee benefits programs including health, dental, vision, retirement, and ancillary benefits.
- Coordinate open enrollment processes, vendor communications, and employee benefit education.
- Ensure proper handling of new hires, terminations, COBRA notifications, and qualifying life events.
HR Operations & Compliance
- Maintain accurate employee records and HRIS data integrity.
- Develop, implement, and update HR policies and procedures in alignment with federal, state, and local employment laws.
- Ensure compliance with FLSA, EEOC, ADA, FMLA, and other applicable employment regulations.
- Monitor attendance, leave administration, and workplace accommodations.
- Prepare reports for leadership regarding HR trends, compliance matters, and workforce analytics.
Employee Engagement & Culture Development
- Drive employee engagement initiatives that strengthen morale, retention, and workplace satisfaction.
- Support recognition programs, wellness initiatives, and internal communication strategies.
- Conduct employee surveys and analyze feedback to recommend actionable improvements.
- Promote diversity, equity, and inclusion initiatives that foster a respectful and collaborative environment.
Change Management & Organizational Effectiveness
- Lead and support change management efforts related to restructuring, policy updates, system implementations, and growth initiatives.
- Communicate organizational changes effectively to ensure clarity and alignment.
- Support leaders in navigating workforce transitions, including reductions in force or departmental realignments.
Confidentiality & Ethical Standards
- Maintain strict confidentiality regarding employee records, compensation, investigations, and organizational strategy.
- Uphold the highest standards of integrity, professionalism, and ethical conduct in all HR practices.
Qualifications/Requirements
- Bachelor’s degree in Human Resources, Business Administration, Organizational Development, or a related field is preferred.
- 5+ years of progressive HR experience, preferably in an HR Business Partner, employee relations, or strategic HR role.
- Professional HR certification (SHRM-CP, SHRM-SCP) or equivalent required.
- Strong knowledge of employment laws, and compliance requirements.
- Experience in payroll administration, benefits management, and HR operations support.
- Excellent communication, leadership advisory, and interpersonal skills.
- High ethical standards, confidentiality, and professional judgment.
- Ability to work independently while collaborating effectively with leadership and cross-functional teams.
Experience/Knowledge/Skills/Abilities
Experience: Minimum 5 years of HR experience, preferably in HR Business Partner, employee relations, payroll, or benefits administration roles.
Knowledge: Strong understanding of employment laws, HR compliance, payroll, and benefits administration. Familiarity with best practices promoted by Society for Human Resource Management is preferred.
Skills: Excellent communication, coaching, conflict resolution, analytical thinking, and organizational skills.
Abilities: Ability to maintain confidentiality, work independently, partner with leadership, and manage multiple priorities effectively.
Physical Requirements
- Ability to sit for extended periods of time.
- Ability to stand, bend, and move as needed.
- Ability to speak clearly and hear communications effectively.
- Regular use of a computer, keyboard, and telephone equipment.
- Manual dexterity to use hands and fingers for routine office tasks.
Company Benefits
At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:
- Medical, Dental, and Vision Insurance
- Short-Term and Long-Term Disability (STD/LTD)
- Life Insurance and AD&D Coverage
- Paid Holidays and Paid Time Off (PTO)
- Employee Assistance Program (EAP)
- Wellness Programs, including mental health support
- Gym Membership
- Quarterly Employee Appreciation Activities
- Professional Development Opportunities