Implementation Specialist, Bswift

Alera Group

6h•Remote

About The Position

At Alera Group, our Employee Benefits team helps organizations attract, retain, and engage their workforce through thoughtful, compliant, and competitive benefits strategies. We’re seeking an Implementation Specialist, Bswift who will contribute to delivering proactive service, strategic guidance, and an exceptional client experience. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. The Implementation Specialist, bswift, is responsible for leading new client implementations, ensuring a smooth and accurate transition onto the bswift benefits administration platform. This role is instrumental in setting clients up for long-term success by ensuring accurate system configuration, data integrity, and user training. Working closely with the Client Success Manager (CSM), the Implementation Specialist gathers requirements, configures the system, performs quality assurance (QA) testing, and educates clients on best practices. The role requires strong attention to detail, analytical thinking, and problem-solving skills to ensure implementations are delivered accurately and on time.

Requirements

2+ years of experience configuring the bswift platform or ability to obtain certification
2+ years of experience in benefits administration, HR technology, or a related role
Bachelor’s degree in Business, Human Resources, Information Systems, or a related field, or equivalent experience
Experience with system configuration, data imports, and quality assurance testing
Strong analytical and problem‑solving skills with high attention to detail
Ability to manage multiple implementations simultaneously and meet deadlines
Excellent written and verbal communication skills with strong client‑facing ability

Nice To Haves

Experience working with CRM and project management tools
Familiarity with benefits administration processes and HR systems

Responsibilities

Owns the implementation process, leading requirements gathering to ensure client needs are fully documented and met with precision. Documents plan details, eligibility rules, and system configurations. Organizes and prioritizes implementation tasks based on project timelines. Ensures all documentation and meeting notes are properly maintained.
Configures the bswift platform to align with client requirements, including benefit plans, rates, rules, alerts, reporting, login pages, employee homepages, admin dashboards, and add-on modules. Ensures full system setup excluding EDI feeds.
Manages initial data loads for demographic and benefit election data. Sets up automated inbound demographic imports and validates data from external sources. Ensures data accuracy and integrity to prevent errors post-launch.
Conducts pre-go-live system testing, analyzing implementation documents to confirm system setup meets client requirements. Performs test-case scenarios and QA validation to identify and correct configuration issues before site launch. Prepares the system for User Acceptance Testing (UAT) and guides stakeholders through the process.
Anticipates and mitigates risks, proactively resolving implementation challenges before they impact the client experience. Educates clients on best practices and system functionality. Delivers comprehensive training for HR administrators and brokers, ensuring platform adoption and self-sufficiency post-go-live. Communicates system capabilities and limitations to manage expectations.
Responds to all client inquiries, issues, and requests in a timely manner. Maintains accountability and follows through on deliverables. Serves as the main point of contact throughout implementation, ensuring client needs are met.
After go-live, ensures a seamless handoff to the Client Success Team. Provides detailed documentation of system setup, client requirements, and outstanding tasks to facilitate ongoing support. Does not serve as a point of contact after transition.
Continuously evaluates and enhances implementation processes to drive efficiency, automation, and accuracy. Collaborates with the CSM and AD to enhance workflows and identify opportunities for automation. Supports broader Center of Excellence (COE) initiatives related to implementation best practices.