Flexible Benefits Client Implementation Specialist

Key Responsibilities

• Initiate and manage end-to-end tasks associated with the new client implementation and onboarding.
• Exhibit ownership of the implementation experience and client satisfaction throughout the onboarding process.
• Cook up and facilitate meetings related to new client onboarding, including sales discovery, software demonstrations, plan setup, and training.
• Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury and Claims Administration, as well as with all external Broker partners and Account Managers.
• Utilize MS Office tools to document scope, meeting agendas/notes, and project plans.
• Track and report progress of implementation progress.

Additional Roles And Responsibilities

• Coordinate and manage the off-boarding process for clients terminating their contracts with both internal and external stakeholders.
• Coordinate the plan document review process with internal teams and clients as directed by supervisor for both new and current clients.
• Develop and provide ongoing management of new client implementation setup forms, implementation resource documents, client termination resources, internal standard operating procedures, and tracking tools.
• Provide additional support to Client Relationship Team for enrollment meetings, client submitted participant escalations, and educational support as needed.
• Keep abreast of current trends, IRS and DOL regulations, and communicate these changes to the staff to promote knowledge.
• Responsible for adhering to standard operating procedures and processes to assure the highest quality product, developing staff through training and ongoing support involving record keeping and computer technology.
• Bring forward suggestions for organizational improvement.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.
• Support overall MEBS revenue and retention goals.

Qualifications

• A high school diploma or equivalent work experience.
• Several years of experience working with large system record keeping platforms.
• Demonstrate strong organizational and project skills.
• Show strong communication and interpersonal skills (written and verbal).
• Act with responsiveness, urgency, and professionalism in all matters.
• Able to utilize Office Suite applications (Word, Excel, PowerPoint, Outlook) and Adobe.
• Have an analytical mind and inclination for problem-solving.