Benefits Administrator

Company: Trilogy Financial
Location: Irvine
Posted on: March 12, 2025

Job Description:

Description:Job SummaryThe Benefits Administrator will oversee and administer the company's employee benefits programs, including health insurance, retirement plans, wellness initiatives, and related benefits. This role will serve as the primary point of contact for plan vendors, third-party administrators, and internal teams, ensuring the effective and compliant operation of benefits programs.
Benefits Summary

• Competitive Compensation
• Comprehensive Health, Dental and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Employee Advantage Program
• Employee Assistance Program
• 401(k) Matching
• Eligible Profit Sharing
• Career Development, Mentorship and Education
• Team Events and Parties
• Achievement Awards and Trips
  Company SummaryEstablished in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $3 billion in assets they have entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.
  Essential Duties / Responsibilities
  • Administer employee benefits programs, including health insurance, life, disability, retirement plans, and wellness programs.
  • Serve as the primary contact for employees, benefits vendors, third-party administrators, and insurance carriers, ensuring effective communication and problem resolution.
  • Administer and coordinate daily benefits processes, including enrollments, terminations, COBRA, claims (disability, accident, death), QDROs, QMCSOs, rollovers, loans, hardship distributions, and compliance testing.
  • Oversee the accurate processing of monthly billings, employee data, and administrative fees for all group plans.
  • Coordinate transfer of data to external contacts for services, premiums, and plan administration.
  • Prepare reports and analyze data to support decision-making and identify cost-saving opportunities
  • Document and maintain administrative procedures.
  • Ensure compliance with federal and state regulations, including COBRA, HIPAA, ERISA, ACA, and other relevant laws.
  • Analyze current benefits programs, assess their effectiveness, cost, and competitiveness, and recommend enhancements or changes.
  • Provide customer service support to employees, handling inquiries and resolving issues related to benefits eligibility and coverage.
  • Design, update, and distribute communication materials for benefits orientations, open enrollment to enhance understanding and participation.
  • Conduct new hire benefits orientations and ongoing employee education about available benefits options.
  • Coordinate with payroll and finance departments to ensure accurate employee deductions and benefits transactions.
  • Oversee maintenance of employee benefits files, maintain group benefits database and update employee payroll records.
  • Assist in the development and implementation of benefits strategies and policies.
  • Assist in the annual benefits review process, including evaluating plan performance and review of recommendations from the broker.
  • Conduct employee surveys and demographic research to support benefits planning, provider selection, and cost analysis.
  • Monitor benefits trends and make recommendations for plan improvements or new offerings.
  • Review both short- and long-range cost estimates/projections and relevant statistical analyses regarding modifications in benefits programs and implementation of new programs.
  • Develop and maintain relationships with benefits consultants, brokers, TPAs, and recordkeepers.
  • Complete and submit all records and reports required for regulatory compliance, ensuring the accurate and timely submission on necessary documentation and reporting.
  • Coordinate with our TPA to prepare and submit Form 5500 and other annual reports.
  • Work with auditors to ensure the 401(k) plan is operating in compliance with legal requirements.
  • Ensure that all participants received required noticed, such as Summary Plan Descriptions, etc.
  • Facilitates accurate and timely delivery of employer contributions and employee payroll deductions to carriers, plan administrators, or other appropriate service providers.
  • Coordinate with TPA to effectively manage and monitor leave of absence cases, ensuring timely processing and adherence to company and legal requirements.
  • Perform other duties as assigned.PM21Requirements:Minimum Qualifications/Skills
    • Minimum of 3 years of experience in benefits administration required
    • Bachelor's degree in Human Resources, Business Administration, or related field preferred
    • Strong understanding of employee benefits programs, including health insurance, retirement plans, and other voluntary benefits
    • Computer proficiency and technical aptitude with the ability to use Microsoft products, including PowerPoint, Excel, and Word; experience with HRIS and benefits databases.
    • Excellent organizational and time management skills
    • Strong analytical and problem-solving abilities
    • Exceptional attention to detail and accuracy
    • Clear and effective communication skills, both written and verbal
    • Ability to maintain confidentiality and handle sensitive information
    • Knowledge of all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, Section 125, Medicare and DOL requirements.
    • Experience with vendor management and negotiations
    • Strong customer service orientation and interpersonal skills
    • Ability to work independently and as part of a team
    • Certification in benefits or HR is a plus
      Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.
      
      Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply.
      
      Note:This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
      
      
      Compensation details: 28-33 Hourly Wage
      
      
      
      PIfae7a7a06700-37248-37106399

Keywords: Trilogy Financial, Irvine , Benefits Administrator, Other , Irvine, California