Santa Ana, CA

PEO Benefits Professional

PEO Benefits Specialist Job Description

The PEO Benefits Professional is responsible for the administration and day-to-day operations of the master benefit programs with Optimum, such as group health, dental, vision, short-term and long-term disability, life insurance, flexible spending plans (FSA), health savings accounts (HSA), voluntary programs and employee assistance program.

Essential Functions

  • Client set up of all new benefit plans.
  • Processing enrollments for medical, dental, vision, supplemental plans, pet insurance, etc.
  • Process enrollments for qualifying life events.
  • Enrolls employee benefit information into HRIS database.
  • Entering in HSA contributions to benefit software.
  • Enter in benefit adjustments.
  • Client Premium Only Plan (POP) discrimination testing.
  • Update Optimum benefit forms yearly.
  • Answers questions regarding benefit eligibility, amounts of coverage and claims procedures for employees, supervisors and vendors.
  • Timely response to all employee inquiries and complaints to ensure quick resolutions.
  • Assist with monthly enrollment of newly eligible employees.
  • Conduct benefits orientation for open enrollment when client renewal occurs.
  • Conduct open enrollment meetings for new clients when in conversion.
  • Liaison for client for benefit overview/plan amendments.
  • Provide forms and other health and welfare documents to employees and employers.
  • Distributes materials such as summary plan descriptions and benefit pricing.
  • Update employee payroll records for benefits reconciliations, as needed.
  • Prepare for yearly electronic open enrollment for Optimum master medical plan.
    • Update premiums in HRIS system for upcoming benefit year.
  • ACA planning for clients.

Job Title: PEO Benefits Specialist

Job Location: Santa Ana, CA

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