Benefit Plan Administrator

High Profile; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

High Profile, Inc. in Dallas is seeking a Benefit Plan Administrator to provide operational and recordkeeping support for executive benefit plans and related financing programs for corporate, banking, and credit union clients.

You will manage day-to-day administration for an assigned portfolio, serve as main contact for sponsors and participants, and deliver high-impact client reports in collaboration with colleagues.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• 2+ years of professional experience in a corporate setting.
• Background in benefits administration, insurance, financial services, accounting, or corporate customer support is a plus.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook). Familiarity with Access and Mail Merge tools preferred.
• Excellent verbal and written communication skills with strong attention to detail.
• Exceptional organizational capabilities and the ability to manage competing priorities effectively.
• Strong interpersonal skills to build positive relationships with internal partners and external client contacts.

Responsibilities

• Serve as a primary point of contact for plan sponsors and participants, handling inquiries regarding enrollment, reporting, and benefit provisions via phone and email.
• Prepare and distribute scheduled client deliverables, including participant statements, corporate benefit reports, and tax reporting schedules.
• Assist with end-to-end plan enrollments, including census data uploads and participant communications.
• Draft professional correspondence to clients, plan participants, carriers, fund managers, and internal teams.
• Process life insurance death claims and coordinate documentation and expense reports.
• Oversee policy administration and transaction processing, including cash value analyses and policy adjustments.
• Maintain internal databases, contract repositories, and client files.
• Maintain client-facing portal content with updates, documentation, and notifications.
• Uphold quality control standards, mitigate operational risks, conduct audits, and assist with special projects.

Skills

Communication

Attention to detail

Organizational skills

Interpersonal skills

Time management

Education

Bachelor's degree preferred

Tools

Microsoft Office

Access

Mail Merge

Job description

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.

Key Responsibilities

Account & Benefit Plan Support 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. Operational & Recordkeeping Functions 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.

Qualifications

High school diploma or equivalent required;Bachelor s degree preferred. 2+ years of professional experience in a corporate setting. Background in benefits administration, insurance, financial services, accounting, or corporate customer support is a plus. Strong proficiency in Microsoft Office (Word, Excel, Outlook);familiarity with Access and Mail Merge tools preferred. Excellent verbal and written communication skills with strong attention to detail. Exceptional organizational capabilities and the ability to manage competing priorities effectively. Strong interpersonal skills to build positive relationships with both internal partners and external client contacts. Proactive, collaborative mindset with an eagerness to pitch in wherever needed.