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:Our Senior Software Application Developer is responsible for the development and support of our SAAS applications. The ideal candidate will have experience with REST, SOAP, SQL, and C#. The individual participates in all phases of the software implementation process including both package and custom development. Software development processes include requirements gathering and analysis, functional design, technical design, coding, testing, implementation, and post implementation support & maintenance. As a senior member of the team, this individual works with a high degree of autonomy, sets technical direction within their areas of ownership, and mentors other developers.
Responsibilities
Develop solutions in APEX, Visualforce, .NET, C#, SQL, and various API librariesIntegrate applications with our platform using SOAP and REST web servicesDevelop and maintain mobile applications using Capacitor, Ionic, Angular, and core web technologies (HTML, CSS, JavaScript)Implement and maintain integrations, automations, and APIs aligned with architectural designs and standards defined by the Technology DirectorHelp define, document, and improve development standardsFollow CI/CD processes and code quality standards established by the Technology DirectorLead peer code reviews and drive continuous improvement of development standardsMentor developers and provide technical guidance across the teamProvide architectural judgment on complex problems, including when to modernize versus deliberately contain legacy componentsEnsure assigned technical tasks are being delivered on time and with qualityProvide production support and all related ancillary programsSupport the entire product development lifecycle including requirements gathering and analysis, functional design, technical design, coding, testing, implementation, CI/CD deployment, and post implementation support & maintenanceAnalyze, design, and implement robust, maintainable solutions that meet the established business requirements utilizing creative thinking and problem-solving skillsDevelop and maintain technical and project documentationDevelop unit tests and test plans to work with the QA team to establish quality test processesFollow current development trends and provide recommendations for new development strategies and tools including conducting research on emerging AI technologies and methodologies to drive innovation within the organization. Experiment with new tools and frameworks to enhance AI capabilitiesMake suggestions to management on current and emerging technologies, on methods to reduce costs, improve performance and availability, and reduce administration timeOther development duties which may be necessary to fulfill optimum efficiency of the position
Qualifications
Education and Experience
Bachelor's degree from an accredited program in Computer Science, Computer Science Engineering or related academic discipline required6+ years of experience building API-driven applications using C#, SQL, and RESTful services, with demonstrated senior-level ownership of complex systemsExperience operating with limited senior oversight, setting standards rather than only following them
Skills
Deep, demonstrated experience with RESTful services, SQL Server, C#, JavaScript, HTML5, CSS, and modern web frameworks. Experience with Ionic, Angular, and Capacitor strongly preferred. (Java, APEX, Visualforce, agile development, object-oriented design, distributed version control, and CI/CD practices a plus)Strong secure-coding discipline appropriate to a regulated financial-services environmentAbility to mentor developers and raise overall code quality and consistencyAbility to work effectively with a variety of constituents (Architecture, Configuration Management, Quality Assurance, Business Analysts, Other Development Teams, Business Customers)Understanding of user interface design and user experienceDemonstrated ability to design and implement maintainable, high-quality solutions to complex technical problemsAbility to critically evaluate existing and proposed solutions for scalability, performance, maintainability, and alignment with architectural standards and business goalsAbility to work effectively across interdisciplinary teams and clearly communicate priorities, expectations, risks, and trade-offs to stakeholders and leadershipStrong written and verbal communication skills, with the ability to clearly explain complex technical concepts to both technical and non-technical stakeholdersAbility to manage multiple concurrent initiatives in a dynamic environment while maintaining delivery commitments and quality standardsStrong understanding of service-oriented architecture, API design principles, and modern application design patternsExperience developing and supporting scalable, high-availability services operating under defined SLAs and performance expectations
Mezrah Consulting Culture
Fun: At the core of everything we doHonesty: Open and honest communication is paramount and valuedIntegrity: We stand behind our commitments to our employees and clients alikeInnovation: We embrace change and are always thinking with a vision toward the future, creating new strategies and simplifying complex ideasFocus: Growing business by growing our peopleCompany DescriptionCompany Values:DIRECTOR OF CLIENT RELATIONS
Manage the team responsible for the delivery of effective and efficient administration of non-qualified executive benefit plans. Responsible for the development of the department. Serves as the primary liaison with carriers and enterprise level clients to facilitate the administrative aspects of policies and plans. This position reports to the Vice President of Client Success
Responsibilities
· Coach, develop, mentor, and manage the Client Relationship Team from both a team and individual perspective
· Perform Quarterly Performance Reviews for direct reports
· Perform bi-weekly pull-ups with direct reports to go over their Results Progress and Issues
· Listen to recorded calls and review electronic communication to provide feedback to the Client Relationship Team members
· Revise existing and implement new policies and procedures to ensure the Client Relationship Team is providing superior customer service in a professional, timely, and accurate manner
· Ensure policies and procedures are being followed through training and review of everyone’s work product
· Develop relationships with assigned clients and act as primary contact with clients and advisors on plan administration issues
· Schedule and lead meetings with clients to provide updates on the administration of their plan
· Ensure plan participants are responded to on service-related inquiries in a timely fashion
· Ensure mapbenefits (administration database) is updated timely to reflect changes in plan participants’ fund allocations, beneficiaries, contact information, etc.
· Ensure all participant terminations, death claims, payroll deferrals, distributions, asset allocation changes, etc. are processed timely
· 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 coordination and updating of the online enrollment process, processing of enrollment forms, preparation of enrollment and communication materials, as well as conducting onsite enrollment presentations and online webinars.
· Ensure mapbenefits is updated 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.)
· Maintain a comprehensive understanding of all of the plan designs and plan provisions, with the ability to interpret legal non-qualified plan documents
· Maintain contemporary knowledge of accounting and legal issues affecting non-qualified executive benefit plans
· Make enhancement recommendations for existing plan documents and confirm documents are compliant with relevant tax laws
· Implement new plans (e.g., designing new plans and working with counsel to create the plan document, setting up the client and/or plan in our administrative platform, creating enrollment materials, developing communication pieces, etc.)
· Transition existing plans to our administrative platform
· Asset / Liability management for non-qualified deferred compensation plans
· Participate in the hiring process as needed
· Participate as a team member in special projects
Qualifications
Education and Experience
· Four-year college degree.
· Five years of experience in administration of non-qualified executive benefit plans preferred
· Three years of management or supervisory experience
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.
· Ability to influence and lead a team of customer service focused individuals
· Strong organizational 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:
