Benefits & Activation Manager

Benefit Harbor LP•Plano, TX

7d•Onsite

About The Position

The Benefits & Activation Manager leads Benefit Harbor’s ERP Operations team, overseeing implementation, configuration, and ongoing administration of benefits technology and carrier file integrations. Reporting to the Vice President of ERP Operations, the manager supervises and develops Client Services & Activation Leads, EDI Analysts, Integration Support Administrators, and other ERP support personnel. The role is responsible for team performance, resource planning, quality assurance, training, process improvement, and client satisfaction. It serves as an escalation point for internal teams and external stakeholders, ensuring implementations, renewals, system builds, and file integrations meet timelines, quality standards, and client expectations. The manager also directly manages implementation and ongoing administration for an assigned client portfolio. The position combines people leadership, benefits industry knowledge, technical problem-solving, and project management in support of scalable ERP operations. It is a full-time, exempt, onsite position at Benefit Harbor’s Plano, Texas office. Standard hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. Central Time, with flexibility as needed to support clients across the continental United States. Occasional travel and extended hours, including evenings or weekends, may be required during peak periods.

Requirements

Bachelor’s degree in Business, Business Administration, Client Service Management, or a related field; equivalent relevant experience may be considered.
Three to five years of demonstrated management or team leadership experience involving complex projects, preferably in the health and welfare benefits industry.
Experience managing client-facing implementations, benefits administration operations, or technology-enabled service delivery.
Ability to manage multiple clients, competing priorities, and cross-functional deliverables in a fast-paced environment.
Strong working knowledge of Microsoft Office and proficiency in Microsoft Excel, including VLOOKUP and core spreadsheet functions.
Solid understanding of health and welfare benefits administration and related operational processes.
Strong analytical and problem-solving skills, including using data to investigate discrepancies, identify root causes, and recommend solutions.
Ability to understand system configurations, data flows, carrier integrations, and implementation requirements.
Excellent written and verbal communication skills for technical and non-technical audiences.
Strong listening, questioning, and problem-solving skills, including clarifying requirements, understanding concerns, and navigating difficult conversations.
Commitment to superior client service, responsiveness, and follow-through.
Ability to present complex information and recommendations clearly, professionally, and in an organized manner.
Ability to build collaborative teams, develop talent, and foster accountability.
Strong organizational, project management, and prioritization skills, with exceptional attention to detail.
High level of integrity, reliability, professionalism, and ownership.
Self-directed and adaptable, with comfort managing change in a fast-moving business environment.
Ability to exercise sound judgment, manage escalations, and balance immediate client needs with broader operational objectives.
Must be legally authorized to work in the United States; visa sponsorship is unavailable.

Nice To Haves

Experience with EDI, benefits technology platforms, carrier file integrations, or ERP systems is highly desirable.
Management or team leadership experience in the health and welfare benefits industry is preferred.

Responsibilities

Lead, coach, mentor, and develop Client Services & Activation Leads, EDI Analysts, Integration Support Administrators, and other ERP team members.
Set priorities, performance expectations, and accountability for daily operations, client deliverables, implementations, and renewals.
Identify training needs and support team members’ professional development.
Monitor workload distribution, team capacity, and resource needs.
Promote a collaborative, service-oriented culture focused on continuous improvement and operational excellence.
Serve as the primary escalation point for Client Services & Activation Leads and support resolution of complex internal and external issues.
Work with clients, brokers, carriers, ERP partners, and internal stakeholders to resolve implementation challenges, integration issues, and service concerns.
Support client calls and escalations, ensuring clear communication, documented action items, follow-up, and timely resolution.
Build and maintain working relationships with clients and partners to promote satisfaction and reliable service delivery.
Present and explain implementation timelines, file requirements, system functionality, and integration procedures to stakeholders.
Oversee initial implementations, renewal builds, and ongoing administration across the team’s client portfolio.
Monitor system configuration, administrative sites, employee self-service platforms (Benefits Center), and carrier EDI files.
Work with clients, brokers, carriers, and ERP partners to validate benefit plan details, eligibility rules, plan requirements, and system functionality.
Manage implementation and ongoing administration for an assigned book of business.
Ensure Client Services & Activation Leads maintain project plans, requirements documentation, implementation timelines, and client communications.
Review requirements documents, system configurations, and implementation deliverables for accuracy and completeness.
Oversee carrier file testing, monitor configuration changes, track discrepancies, and ensure issues are resolved before final delivery.
Review and validate finalized products and integration deliverables with clients and brokers.
Ensure team members follow procedures for system builds, data validation, file testing, documentation, and implementation sign-off.
Collaborate with EDI, System Administration, Integration Support, and Audit teams to resolve technical and operational issues.
Develop, document, implement, and maintain standardized processes, procedures, and workflows.
Identify ways to improve efficiency, reduce errors, strengthen quality controls, and streamline implementation and renewal processes.
Monitor progress against project milestones, service commitments, and scope-of-service deliverables.
Maintain current knowledge of Benefit Harbor and BHAI policies, procedures, technical capabilities, and system functionality.
Make decisions aligned with company objectives, operational priorities, client commitments, and long-term business goals.