Benefits Onboarding Specialist

Bankers Financial Corporation - Saint Petersburg, FL

Full-time - Mid Level

Saint Petersburg, FL

Insurance Carriers and Related Activities

About the position

The Benefits Implementation Specialist at DecisionHR is responsible for overseeing the onboarding process of new clients and managing client renewals. This role involves collaborating with various teams to ensure the successful delivery of benefits products and services. The specialist will conduct product demonstrations, train team members, and serve as the primary point of contact for clients during the implementation phase. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple projects effectively.

Responsibilities

• Oversee and perform the delivery of client renewals.
• Support and collaborate with Sales for successful client onboarding and renewal.
• Serve as the primary point of contact and advocate for new clients and renewals during the implementation phase.
• Conduct new client Open Enrollment meetings.
• Assist sales with the delivery of benefits products during the sales process.
• Drive progress of implementation across numerous teams.
• Facilitate client setups through DHR software.
• Create and manage project plans, timeline trackers, and other standard implementation management documentation.
• Gain a granular understanding of a new client's business needs and document processes to support those needs.
• Consistently look to improve product deliverables.
• Create, update, and maintain product knowledge information.
• Assist in solving complex problems and conduct complex analyses based on data and facts.
• Accurately assess and interpret customer needs and requirements.
• Proactively anticipate issues and facilitate resolution.
• Create and customize department-specific documents.
• Drive solutions and problem-solving across numerous functional areas.
• Set up tools and documentation for implementation and renewal kick-off.
• Coordinate and complete implementation plan updates from functional leads.
• Build and maintain strong working relationships with all vendors and business units.
• Track tasks, identify opportunities, anticipate potential obstacles, and find solutions.
• Facilitate and host internal and external conference calls with clients, brokers, and vendors.
• Establish and document client's business rules in support of client's business objectives.

Requirements

• Bachelor's Degree required or equivalent experience.
• 5 years+ Benefits Administration experience.
• FL 2-15 License preferred.
• Experience working in Sales Force.com and Microsoft Suite of Programs.
• Proven track record of client-facing experience.
• Strong decision-making and creative problem-solving skills.
• Ability to work in a fast-paced and changing work environment with a quick turnaround.
• Excellent organizational skills.
• Ability to effectively present information and respond to questions from groups of associates, leaders, and clients.

Nice-to-haves

• Experience in product demonstrations.
• Knowledge of data privacy and confidentiality requirements, including SOC controls and HIPAA regulations.

Benefits

• Health insurance
• 401k plan
• Paid time off
• Professional development opportunities
• Flexible scheduling