CLIENT SUPPORT ADMINISTRATOR I
Responsible for the delivery of effective and efficient administration of non-qualified executive benefit plans. Support the Client Relations team and serve as the primary liaison with carriers to facilitate the administrative aspects of policies and plans.
Responsibilities
· Prepare responses to existing plan participants and retirees on service related inquiries in a timely fashion.
· Update client administrative database to reflect changes in plan participants’ fund allocations, beneficiaries, contact information, etc.
· Process participant terminations, death claims, payroll deferrals, distributions, asset allocation changes, etc.
· Handle non-qualified executive benefit plan enrollments by organizing and coordinating the annual enrollment process for each corporate client including the process for enrolling people throughout the calendar year. This will include updating the online enrollment process, processing of enrollment forms, as well as preparation of enrollment and communication materials.
· Update system to track periodic and one-time service requests as well as plan participant inquiries.
· Generate reports of service events requiring attention during subsequent one month, quarterly, or annual intervals (e.g. participant statements, corporate accounting reports, etc.).
· Generate and create ad hoc reports per client requests
· Maintain a comprehensive understanding of all of the plan designs and plan provisions.
· Maintain contemporary knowledge of accounting and legal issues affecting non-qualified executive benefit plans.
· Participate as a team member in special projects.
Qualifications
Education and Experience
· Four-year college degree.
· Three years experience in administration of non-qualified executive benefits plans preferred.
Skills
· Excellent interpersonal skills.
· Strong verbal and written communication skills.
· Ability to work autonomously and perform well under pressure.
· Strong attention to details with ability to organize, prioritize, and manage multiple tasks within set deadlines.
· Strong negotiation and decision-making skills.
Mezrah Consulting Culture
· Fun: At the core of everything we do
· Honesty: Open and honest communication is paramount and valued
· Integrity: We stand behind our commitments to our employees and clients alike
· Innovation: We embrace change and are always thinking with a vision toward the future, creating new strategies and simplifying complex ideas
· Focus: Growing business by growing our people
Company DescriptionCompany Values: