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