Optimatum Solutions is looking for a Senior Benefits Lead with demonstrated experience in HR and employer sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations and systems. This role will work alongside our Client Services Team in defining and executing innovative value creation strategies across HR/Benefit-related business areas. Specifically, they will apply analytical skills to HR/Benefit data and processes to generate actionable insights that drive client success.
Join the Optimatum Team, bring your talent, and work in our New York City office located in the Rockefeller Center area . (This is an in-office position)
Our Story
Optimatum Solutions is a vendor management firm delivering comprehensive solutions across Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value.
We are a high-performing, entrepreneurial, and client-focused organization. Our culture values inclusion, individuality, and collaborative growth. We foster continuous learning and personal development--free from corporate red tape. At Optimatum, every team member contributes meaningfully to our collective success while being recognized for their individual strengths.
We offer a competitive compensation and generous employee benefits package that includes:
Salary and bonus
Comprehensive Healthcare Coverage - Medical, Dental, Vision, Life Insurance, STD & LTD
401(k) with employer match
Flexible time off policy - including vacation, personal days and holidays
The Opportunity
The Senior Benefits Lead supports the Client Services team in analytics, streamlining processes and ensuring compliance across clients' HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support.
Key Responsibilities
Analyze HR and Employee Benefits related data, including employer-sponsored health & welfare and retirement plans, self-insured plan costs, stop-loss coverage, and plan documents
Identify optimization cost mitigation, compliance and process enhancement opportunities
Present findings and actionable insights to internal and external stakeholders
Provide project management support to ensure timely and effective execution of client deliverables
Qualifications
Bachelor's degree or higher required
7+ years relevant professional experience with demonstrated familiarity in HR/Employee Benefits Plans, Programs and Vendors (knowledge of both Employer Sponsored Healthcare and Retirement programs) - Required
Experience gained in an advisory/consulting environment or prior external consulting experience - Required
Proficient in Microsoft Office, particularly Excel and PowerPoint
Advanced data analysis capabilities
Strong client service orientation and ability to respond to all communications effectively and in a timely manner
Proven ability to complete project deliverables, manage multiple priorities and workstreams simultaneously
Exceptional organizational and planning skills to ensure timely work product delivery
Highly detail-oriented with a commitment to accuracy
Demonstrated integrity in all functions of work
Pursuit of CEBS designation desired
We look forward to discussing this opportunity with you. Please complete the application to start the process.
The expected annual salary ranges from $100,000 - $145,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous
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