Benefits Onboarding Specialist
4 days ago
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
- 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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