Benefits Implementation Supervisor

Bankers Financial Corp•St. Petersburg, FL

5d•Onsite

About The Position

Responsible for having in-depth product knowledge of all products offered through DecisionHR and benefits. Work with your team to ensure excellent product delivery. Specialists perform product demonstrations to customers and other stakeholders and assist in their promotions and product releases. The supervisor will define and document customer requirements, assist in executing all tasks, collaborate with stakeholders, and partner with clients to ensure the flawless setup of products and services. As the supervisor, you will be responsible for overseeing the RFP process and Group setup process, and will train team members to make presentations to client management regarding our products and onboarding processes. Once a group is onboarded, the supervisor is responsible for ensuring new members are adequately delivered enrollments in a timely manner. The ideal candidate has an eye for detail, is proficient at managing timelines, is client-centric, and ensures projects are completed on time and in scope.

Requirements

Associate's Degree; equivalent experience may be considered
5–7 years Benefits Administration
Licensed Insurance Agent
Must be authorized to work in the United States.

Nice To Haves

Proven track record of client-facing experience
Able to work in a fast-paced and changing work environment with quick turnaround
Excellent organizational and time management skills
CEBS certification

Responsibilities

Oversee and perform the delivery of client renewals
Supports and collaborates with internal teams for successful client onboarding and renewal
Serves as the primary point of contact and advocate for new clients and renewals during the implementation phase
Conduct new client Open Enrollment meetings
Drive progress of implementation across numerous teams
Facilitates 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, establishing and documenting processes to support those needs, and ultimately the successful onboarding of newly sold cases
Hold product training sessions
Create, update, and maintain product knowledge information
Accurately assess and interpret customer needs and requirements and work with customers to confirm accuracy and intent of selections
Proactively anticipate issues and facilitate resolution
Set up tools and documentation for implementation and renewal kick-off
Coordination and completion of implementation plan updates from functional leads; meeting notes, tracking down follow-ups
Build and maintain strong working relationships with all vendors and business units, both internal and external
Track tasks, identify opportunities, anticipate potential obstacles, and find solutions
Formulate and communicate plan of action and resolution for all escalated deliverables
Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations
Other duties and responsibilities as assigned