Managing Employee Medical Benefits

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Start Date

19/10/2026

End Date

23/10/2026

Category

Human Resources

Country

Madrid

Course Overview

This program covers the operational side of running an employee medical benefits scheme. It moves from setup and enrolment through lifecycle changes to the routine administration that keeps cover accurate and members informed.

The emphasis is on getting the day-to-day mechanics right: eligibility, additions and deletions, records, and clear member communication, so that errors and coverage gaps are avoided.

Course Objectives

By the end of this course, participants will be able to:

– Administer member enrolments, additions, and deletions
– Apply eligibility rules correctly
– Maintain accurate member and dependant records
– Manage the joiner, mover, and leaver process
– Handle mid-term changes and endorsements
– Handle member queries about cover
– Coordinate with the insurer and TPA on administration

Course Outline

1- The Benefits Administration Cycle
2- The Role of the Benefits Administrator
3- Scheme Setup and Census Data
4- Eligibility Rules
5- Enrolments, Additions and Deletions
6- Managing Dependants
7- Joiner, Mover and Leaver Process
8- Mid-Term Changes and Endorsements
9- Member Records and Reconciliation
10- Handling Member Queries
11- Coordinating with the Insurer and TPA
12- Reporting and Audit

Target Audience

HR and benefits administrators responsible for the day-to-day running of an employee medical scheme.

Methodology

Delivery is hands-on, using sample membership data and process exercises. Participants work through enrolment and change scenarios across the week and practice query handling, finishing with administration scenarios.

Conclusion

Participants leave able to administer employee medical benefits accurately and to keep cover and records aligned with the workforce.

Daily Agenda

1 Day

The Administration Cycle and Scheme Setup

2 Day

Enrolments, Additions, Deletions and Dependants

3 Day

Lifecycle Changes and Mid-Term Endorsements

4 Day

Records, Queries and Insurer Coordination

5 Day

Reporting, Audit and Administration Scenarios