HR Specialist

AP Professionals of Rochester, LLC
June 21, 2022
Job Type
Work Hours
8-5, 9-6, 10-7
Salary Option
Based on Experience
Street Address
500 Linden Oaks


Work directly with clients and brokers on daily plan administration, forging solid, long lasting
business relationships. Accurately maintain various pretax plans for clients and participants in the
proprietary software database. Responsibilities include but are not limited to processing some
enrollments, changes and terminations, managing Salesforce cases for issue resolution and
responding timely and accurately to client inquiries via phone and email.


  • Accurately update and maintain client set up in proprietary software per client plan
    specifications and departmental instructions.
  • Accurately update and maintain participant set up in proprietary software per client plan
    specifications and departmental instructions. Enter some enrollments, direct deposits,
    terminations, name and address changes, and any other changes or adjustments in plans.
  • Receive and respond to telephone and email inquiries from clients and staff. Research and
    resolve discrepancies. Forward participant inquiries to Participant Services Reps for research,
    as necessary. Act as a liaison between clients regarding upload/download functions, IRS
    regulations and BRI standard operating procedures.
  • Set up and post Risk funding as requested by Accounting Dept.
  • Track and enter new plan enrollment for all clients to ensure that enrollment is received and
    entered into proprietary software in a timely manner.
  • Track deduction files that were posted and that are still outstanding; notify clients regarding late
    deduction files.
  • Enter Salesforce tickets for client escalations, participant requests and client update requests,
    to create visibility, for tracking purposes and for proper workflow management.
  • Enter Treeno workflow data into Panda for incoming fax and US mailed participant documents.
  • Contact clients as necessary, to obtain participant enrollment information for temporary
    accounts, clarify incorrect data from scrubs (ie: email address, DOB, DOH, incorrect zip codes,
    etc.) Note: Treeno and Panda are proprietary company systems used for benefit administration.
  • Perform miscellaneous job-related duties and projects as requested.
  • Keep abreast of current state and federal laws and regulations affecting benefits including, but
    not limited to, Section 132, Section 125, Section 223 and Section 105 Plans, ERISA, HIPAA,
    FMLA and COBRA. Understand the nondiscrimination testing process and assist in fielding
    related questions


Associates Degree (Bachelor’s strongly preferred) and a minimum of three years related benefit
administration experience including customer service required, or the equivalent combination of
education and experience.

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