Benefits Onboarding Specialist

Overview

Benefits Onboarding Specialist role at Bankers Financial Corporation . DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since 1996, we have empowered our clients with human resource solutions to drive their business, including payroll, workers' compensation, HR, and benefits. Our goal is to deliver customizable workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees.

Our Core Values

Collaboration, Innovation, Performance, Social Responsibility, Trust. We build trust with employees and clients through integrity, transparency, and doing the right thing.

This role works with the Benefits Implementation Manager on day-to-day tasks and collaborates with Implementation Specialists, Sales, Human Resources, and Account Management to onboard new clients and deliver client renewals.

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 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 documentation
• Gain a granular understanding of a new client's business needs and document processes to support onboarding
• Continuously improve product deliverables
• Create, update, and maintain product knowledge information
• Assist in solving complex problems and conduct analyses based on data and facts
• Assess and interpret customer needs and confirm accuracy of selections
• Proactively anticipate issues and facilitate resolution
• Create and customize department-specific documents
• Drive solutions across multiple functional areas and provide additional support as needed
• Set up tools and documentation for implementation and renewal kickoff
• Coordinate and complete implementation plan updates with functional leads; track follow-ups
• Coordinate across areas for follow-ups, troubleshooting, escalation, and progress tracking
• Build and maintain relationships with vendors and business units
• Track tasks, identify opportunities, anticipate obstacles, and propose solutions
• Facilitate and host internal and external conference calls with clients, brokers, and vendors
• Document client's business rules to support objectives
• Formulate and communicate plans of action for escalated deliverables
• Follow company policies to comply with data privacy and confidentiality requirements, including SOC controls and HIPAA
• Other duties as assigned

Required Education And Experience

Preferred Education And Experience

The preceding position description is designed to indicate the general nature of the work performed and the skills typically required. It is not a comprehensive list of duties. We are an E-Verify company.

Seniority level

Employment type

Job function

J-18808-Ljbffr