Plan Administrator

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.

• 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.

• 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.