Benefits Onboarding Specialist

4 days ago


St Petersburg, United States Bankers Financial Full time
Job Title: Benefits Onboarding Specialist

DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Our company empowers clients with industry-leading human resource solutions to drive their business. We assist clients in payroll, worker's compensation, human resources, and benefits, removing administrative burdens and allowing clients to focus on revenue-producing activities.

Key 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 when needed 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, 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 and maintain strong working relationships with all vendors and business units, both internal and external
  • Tracks tasks, identifies opportunities, anticipates potential obstacles, and finds solutions
  • Facilitate and host 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
Requirements:
  • Bachelor's Degree required or equivalent experience
  • 5 years+ Benefits Administration
  • FL 2-15 License

We are an E-Verify company.



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