The PEO Benefits Professional is responsible for the administration and day-to-day operations of the master benefit 
programs with Optimum, such as group health, dental, vision, short-term and long-term disability, life insurance, flexible 
spending plans (FSA), health savings accounts (HSA), voluntary programs and employee assistance program.      The essential functions include, but are not limited to the following: 
 
▪ Client set up of all new benefit plans. 
▪ Processing enrollments for medical, dental, vision, supplemental plans, pet insurance, etc.  
▪ Process enrollments for qualifying life events. 
▪ Enrolls employee benefit information into HRIS database. 
▪ Entering in HSA contributions to benefit software.  
▪ Enter in benefit adjustments. 
▪ Client Premium Only Plan (POP) discrimination testing.  
▪ Update Optimum benefit forms yearly. 
▪ Answers questions regarding benefit eligibility, amounts of coverage and claims procedures for employees, 
supervisors and vendors.  
▪ Timely response to all employee inquiries and complaints to ensure quick resolutions. 
▪ Assist with monthly enrollment of newly eligible employees. 
▪ Conduct benefits orientation for open enrollment when client renewal occurs. 
▪ Conduct open enrollment meetings for new clients when in conversion.  
▪ Liaison for client for benefit overview/plan amendments.  
▪ Answers questions regarding benefit eligibility, amounts of coverage and claims procedures for employees, 
supervisors and vendors. 
▪ Provide forms and other health and welfare documents to employees and employers. 
▪ Distributes materials such as summary plan descriptions and benefit pricing. 
▪ Update employee payroll records for benefits reconciliations, as needed.  
▪ Prepare for yearly electronic open enrollment for Optimum master medical plan.  
o Update premiums in HRIS system for upcoming benefit year 
▪ ACA planning for clients