Assistant Plan Manager (Troy, MI)

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Job description

• Exercise discretion in all matters relating to administration, including but not limited to: Fund financials and investment information, Trustee concerns and participant appeals.
• Review and analyze monthly financial statements, monitor income and expense fluctuations.
• Manage inter-department relationships to ensure that client-specific procedures, in and between Claims, Eligibility and Accounting are routinely practiced and enforced.
• Attend Board of Trustees meetings, ability to write minutes, direct departments with regards to implementing directions by the Trustees and compliance with ERISA, legislative and Department of Labor requirements.
• Review and have knowledge of all client vendors - including billing practices, services being performed for each Fund, frequency of presentations to the Board of Trustees
• Ability to draft and coordinate all employer and participant mailings, to notify of rate changes, benefits changes, Summary Material Modifications, Summary Annual Report, etc.
• Obtain and utilize claim, eligibility, income and expenses to prepare annual (or as requested) benefit studies, recommendations on rate increases, self pay rates, etc.
• Familiar with employee benefits terminology.
• Interpretation and applications of provisions of Plan/Trust Documents with Amendments, Summary Plan Descriptions and/or the ability to research within these documents to respond to inquiries.
• Respond to coordinators/department questions with regards to Plan benefits, contributions, eligibility, Plan provisions, or ability to research inquiries before forwarding to legal counsel for interpretation.
• Handle problematic calls or situations, including complaints against Supervisors or Managers and requests from Trustees.
• Supervise office staff and perform such administrative functions as shall be deemed appropriate by the Trustees of the Funds; instructions for daily/monthly tasks, special projects as needed, supervise staff special projects.
• Perform duties of staff (contributions, eligibility) when needed.
• Represent Trust Funds in general audits by the Internal Revenue Services and Department of Labor.
• Analyze, document and assist with system problems and modification. Provide specific direction to Programming regarding benefit changes.
• Oversee the daily operations of the Funds.
• Report regularly to the Board of Trustees of the Funds. Present to the Trustees all matters regarding the Funds: applications for appeals, eligibility issues, etc.

• Post high school education
• Ability to read and interpret: plan documents, SPDs government regulations etc.
• Communicate both oral and written professionally and clearly.
• Ability to apply concepts of basic addition, subtraction, multiplication, and division.
• Must be able to understand and apply knowledge of decimals, fractions, and percentages.
• Proficient in Microsoft Office - specifically Word and Excel

• Benefit Administration experience preferred

• 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

• Paid Time Off (PTO)
  • 15 days of PTO during the next calendar year!
• Medical, dental, vision, and life insurance
• Company paid short term disability, long term disability, and AD&D insurance
• 401k with employer match
• Tuition reimbursement program
• Paid training
• Career development opportunities
• Referral bonus for all full-time referrals
• Competitive wages
• Annual opportunities for increases and bonuses

• Masks are required by all employees and clients
• Daily sanitation procedures in place
• Daily check-in program with rigorous contact tracing

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