Pernini Legal LLC · 18 hours ago
Benefits Director
Santa Ana, CA
Full-time
Hybrid
Director/Executive
7+ years expPernini Legal LLC is seeking a Benefits Director to oversee the daily operations of the benefits team and enhance client engagement. The role focuses on ensuring the effective administration of PEO-sponsored benefit plans while driving operational excellence and compliance with regulations.
Law Practice
Responsibilities
Lead, mentor, and develop the benefits team, ensuring alignment with Optimum’s values, Quality Review Results, and performance standards
Conduct regular one-on-one meetings and quarterly performance reviews to provide coaching, feedback, and development plans for direct reports
Review, approve, and manage time-off requests while ensuring adequate departmental coverage
Foster a collaborative and high-performing team culture, encouraging accountability and continuous learning
Partner with leadership to recruit, interview, and onboard top talent through Optimum’s top-grading hiring process
Serve as a strategic resource for clients, providing consultative guidance on PEO-sponsored benefit plans, plan design changes, and compliance updates
Act as a liaison for clients during benefit overviews, plan amendments, and escalated benefits-related issues
Ensure timely and accurate responses to client and employee benefit inquiries to deliver a superior customer experience
Partner with the Client Services team to proactively address potential client concerns and enhance retention
Oversee the administration of all PEO-sponsored benefit plans, ensuring accuracy, compliance, and operational efficiency
Manage the preparation and execution of the annual electronic open enrollment process, including developing timelines, client communications, and portal readiness
Lead ACA planning and compliance efforts for clients, including monitoring regulatory updates and guiding internal teams on necessary actions
Coordinate and conduct Premium Only Plan (POP) discrimination testing for applicable clients
Review benefit-related documents, including summary plan descriptions, pricing analyses, and client-facing materials, to ensure accuracy and clarity
Continuously evaluate, develop, and improve departmental processes to enhance efficiency and scalability
Analyze client experience survey scores and identify opportunities to elevate the client journey and employee satisfaction
Update benefit forms, resources, and communication templates on an annual basis or as needed
Collaborate with leadership to design and implement strategic initiatives that support company goals and client retention
Serve as a backup resource for complex client conversions and high-value accounts when needed
Assist with any assignments provided by management
Qualification
Required
Advanced knowledge of ACA, ERISA, HIPAA, COBRA, and other applicable regulations
Ability to preserve confidentiality of information
Ability to complete projects independently in a remote environment during set work hours with minimal supervision
Ability to prioritize multiple tasks in a fast-paced environment
Strong organizational skills and attention to detail
Strong time management skills
Strong initiative and good judgment
Ability to work within strict deadlines
Good interpersonal skills and desire to be a team player
Exceptional customer service skills
Excellent written communication skills (i.e. writing, grammar, etc.)
Excellent oral communication skills (i.e. ability to deal effectively with others, speak professionally on the phone, etc.)
Work autonomously or with a group
Strong sense of ethics
Team player that embraces Optimum's core values
Proficient with Microsoft Office Suite
Preferred
Bachelor's degree preferred with seven or more years' experience in benefits; or equivalent combination of education and experience
Three or more years of prior management experience
Company
Pernini Legal LLC
Pernini Legal brings over three decades of unparalleled legal experience.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase