Benefits Implementation Supervisor
Bankers Financial Corporation · St. Petersburg, FL · 1 mo ago
On-siteInformation TechnologyFull-time
About the role
Responsible for having in-depth product knowledge of all products offered through DecisionHR and benefits. Works 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.
Responsibilities
- Oversee and perform the delivery of client renewals
- Serves as the primary point of contact and advocate for new clients and renewals during the implementation phase
- Drive progress of implementation across numerous teams
- 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
- 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
Requirements
- Essential Functions
- Oversee and perform the delivery of client renewals
- Serves as the primary point of contact and advocate for new clients and renewals during the implementation phase
- Drive progress of implementation across numerous teams
- 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
- 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
Qualifications
- Required Education and Experience:
- Associate's Degree; equivalent experience may be considered
- 5–7 years Benefits Administration
- Preferred Education and Experience:
- 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
Skills
- An eye for detail
- Proficient at managing timelines
- Client-centric
- Ensures projects are completed on time and in scope
Benefits
- Not specified
Pay
- Not specified
Schedule
- Not specified