Benefits Onboarding Specialist

1 month ago

St Petersburg, United States Bankers Financial Full time

DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker's compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue-producing activities. Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees.

Our Core values include:

Collaboration: working together is critical to achieving organizational goals.

Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.

Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.

Social Responsibility: we place charity and volunteer work at the core of our organization.

Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and 'doing the right thing.'

Company Value Statements

In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:

  • Acting with the highest level of honesty, trust, character, and transparency.
  • Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day.
  • Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.
  • Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value.
  • Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.
Summary/Objective

Work directly with the Benefits Implementation Manager on day-to-day tasks. Responsible for handling and overseeing the sales proposal process. Responsible for having in-depth product knowledge of all products offered through DecisionHR. Work with your team to ensure excellent product delivery. Product specialists perform product demonstrations to customers and other stakeholders and assist in their promotions and product releases. As the benefits implementation specialist, you would be responsible for training team members and other departments.

Benefits Onboarding specialist works directly with Implementation Specialists, Sales, Human Resources, and Account Management Teams to onboard new clients and deliver client renewals. Benefits Implementation Specialist 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 a specialist, you will be part of the RFP process, proposal, client setup, renewal, and renewal delivery, and will make and train team members to make presentations to client management about our products and onboarding processes. Once a group is onboarded, the specialists are responsible for overseeing that new members are adequately being delivered enrollments in a timely manner. The ideal candidate has an eye for detail, is proficient at managing timelines, client-centric, and ensures projects are completed on time and in scope.

Essential Functions
  • Oversee and perform the delivery of client renewals
  • Supports and collaborates with Sales 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
  • Assist sales when needed with the delivery of benefits products during the sales process
  • 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 the successful onboarding of newly sold cases
  • Consistently look to improve product deliverables
  • Create, update, and maintain product knowledge information
  • Assist in solving complex problems and/or conduct complex analyses based on data and facts
  • Accurately assess and interpret customer needs and requirements and work with customers to confirm the accuracy and intent of selections
  • Proactively anticipate issues and facilitate resolution
  • Create and customize department-specific documents
  • Drive solutions and problem-solving across numerous functional areas; providing additional support in the above areas
  • Setting 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
  • Coordinating across multiple areas including tracking follow-ups, troubleshooting issues, escalating non-responders, tracking progress
  • Build & maintain strong working relationships with all vendors and business units, both internal and external
  • Tracks tasks, identifies opportunities, anticipates potential obstacles, and finds solutions.
  • Facilitates and hosts internal and external conference calls with clients, brokers, and vendors.
  • Establishes and documents client's business rules in support of client's business objectives
  • Formulates and communicates the plan of action and resolution for all escalated deliverables.
  • Follow the 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
Required Education and Experience
  • Bachelor's Degree required or equivalent experience
  • 5 years+ Benefits Administration
  • FL 2-15 License
Preferred Education and Experience
  • Experience working in Sales Force.com, Microsoft Suite of Programs
  • Proven track record of client-facing experience
  • Strong decision-making and creative problem-solving skills
  • Able 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

The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

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