1 Plan Associate Level II (Portland, OR) Job in Portland, OR

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Plan Associate Level II (Portland, OR)

BeneSys, Inc.

Portland, OR | Full Time

$67k-88k (estimate)

5 Months Ago

Plan Associate Level II (Portland, OR)

BeneSys, Inc. Portland, OR

$67k-88k (estimate)

Full Time | Investment Management 5 Months Ago

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BeneSys, Inc. is Hiring a Plan Associate Level II (Portland, OR) Near Portland, OR

Plan Associate Level II (Portland, OR)

Summary - This position is responsible for working alongside Plan Management to administer various employee benefit plans including, Health & Welfare, Pension, Vacation, Apprenticeship and Supplemental Unemployment Benefit Funds. The Plan Associate serves as a face of BeneSys at the client level. Position is considered “exempt” under the Fair Labor Standards Act.

Essential Duties and Responsibilities include but not limited to

Exercise discretion and confidentiality in matters relating to administration of employee benefit plans.
Review and process invoices.
Obtain and distribute reports.
Prepare participant, contractor, and Trustee mailings.
Prepare for and present at participant meetings and health fairs.
Respond to participant appeals.
Create and maintain barometers and other meeting reports.
Calculate PBGC premiums.
Timely review and process Trustee expense reports and payroll reimbursements.
Manage government audit process and coordinate payroll audits. Complete all other audits independently and timely.
Prepare month-end reports.
Answer questions from vendors, professionals and legal counsel without supervision and using sound judgment and solid problem-solving skills.
Assist Coordinators in resolving participant inquiries, including by prioritizing requests and materials and determining which inquiries to escalate.
Respond to inquiries by Trustees and Service Providers and address other escalated calls or situations.
Have working knowledge of Plan documents, Summary Plan Descriptions and Trust documents and policies.
With respect to Board of Trustees Meetings:
- schedule and coordinate meetings
- attend meetings, record actions taken, and prepare meeting minutes, using discretion and knowledge of Plan documents to determine noteworthy items
- present orally, including as the lead presenter
- prepare and distribute a post-meeting task list, schedule meetings to discuss the task list and follow up with Plan Professionals and BeneSys department staff to ensure completion of action items
- some overnight travel may be necessary
Review and analyze monthly financial statements, work-hour reports and participant counts, and monitor income and expense fluctuations.
Trouble-shoot issues to ensure that client-specific procedures are understood, correctly implemented, and routinely followed.
Draft participant communications.
Obtain necessary data to complete and file applications for Fund insurance policies.
Compile data needed for annual health and pension plan valuations & audits.
Regular and predictable attendance is an essential function of this job.
Duties may vary depending on individual Fund staffing.

Education and/or Experience - High School diploma or GED equivalent and 1-3 years benefit administration experience. College degree preferred. Intermediate knowledge of Microsoft Office suite of applications, including Word, Outlook and Excel.

Language Skills - Ability to read, analyze and interpret general correspondence. Ability to prepare reports, draft meeting minutes and correspond with Fund vendors, participants and Trustees. Ability to effectively present information and respond to inquiries from managers, clients, vendors and participants. Strong writing and editing skills are a must.

Reasoning Ability - Ability to interpret and follow a variety of instructions furnished in written or oral form. Must be attentive to detail and disciplined in meeting deadlines and setting priorities.

Math Skills - Capable of applying intermediate level math skills, including concepts of fractions, percentages and decimals, in addition to basic concepts of addition, subtraction, multiplication and division.

Physical Demands - Position requires use of standard office equipment such as computers, phones, photocopier, label printer, filing cabinet, fax machines, etc. Position also requires the ability to travel to offsite locations to attend Trustee meetings. There may be some occasional light lifting. This position may also require some periods of sustained keyboarding.

Work Schedule - Full time. Monday – Friday, 8:30am – 5:00pm. Requires in-office days but also offers at-home flexibility after demonstrated successful performance.

Competitive Benefits

Vacation days earned at a rate of 1 day per each full month worked (for first pro-rated year); 12 Vacation days in first calendar year
5 paid sick days each year
12 paid holidays
Bereavement/Jury Duty days
Medical, dental, and vision insurance, with option for dependent coverage
Flexible spending accounts
Company-paid basic life, time-loss, long-term disability, and AD&D insurance
401k with employer match
Paid training
Career development opportunities

Pay

The salary for this position is $62,000 - $75,000 per year. The salary is dependent on skills, experience, education, and other business factors.

Our Culture

BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.

Our culture focuses on three core values:

Collaboration: working together across 31 locations to achieve the best for the company and our clients
Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO

Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.