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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.

The essential functions include, but are not limited to the following:

▪ 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.
▪ Answers questions regarding benefit eligibility, amounts of coverage and claims procedures for employees,
supervisors and vendors.
▪ 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.
o Update premiums in HRIS system for upcoming benefit year
▪ ACA planning for clients