High Profile, Inc. Has partnered with our client, a leading financial services firm, to identify an organized and detail-oriented Benefit Plan Administrator. In this role, you will provide critical operational, administrative, and recordkeeping support for a wide range of specialized executive benefit plans and related financing programs offered to the company s corporate, banking, and credit union clients.
You will manage day-to-day administration for an assigned portfolio of client accounts, serve as a main point of contact for plan sponsors and participants, and produce high-impact client reports and deliverables in close collaboration with colleagues.
Key Responsibilities
Account & Benefit Plan Support
Serve as a primary point of contact for plan sponsors and participants, handling inquiries regarding plan enrollment, website navigation, account reporting, and benefit provisions via phone and email.
Prepare and distribute scheduled client deliverables, including participant benefit statements, corporate benefit accounting reports, plan distributions, tax reporting schedules (FICA and imputed income), policy cash values, and trust reconciliations.
Assist with end-to-end plan enrollments, including preparing enrollment materials, coordinating census data uploads, and managing participant communications.
Draft and deliver professional correspondence to clients, plan participants, insurance carriers, fund managers, external advisors, and internal teams.
Operational & Recordkeeping Functions
Process life insurance death claims and coordinate death certificate documentation and associated monthly expense reports.
Oversee life insurance policy administration and transaction processing, including analyzing cash values for accuracy, rebalancing cash-value funds, and processing policy surrenders, exchanges, and coverage adjustments.
Maintain internal databases, contract repositories, distribution lists, client files, and monthly carrier cash-value records.
Maintain client-facing portal content with regular updates, documentation, and notifications.
Handle general account correspondence, monitor incoming service requests, process mail, and document invoice payments.
Uphold strict quality control standards, mitigate operational risks, conduct account audits, and assist with special projects as assigned.
Qualifications
High school diploma or equivalent required;Bachelor s degree preferred.
2+ years of professional experience in a corporate setting.
Background in benefits administration, insurance, financial services, accounting, or corporate customer support is a plus.
Strong proficiency in Microsoft Office (Word, Excel, Outlook);familiarity with Access and Mail Merge tools preferred.
Excellent verbal and written communication skills with strong attention to detail.
Exceptional organizational capabilities and the ability to manage competing priorities effectively.
Strong interpersonal skills to build positive relationships with both internal partners and external client contacts.
Proactive, collaborative mindset with an eagerness to pitch in wherever needed.
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