Benefits Systems Support & Onboarding Specialist

Usi, Inc.; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

USI, Inc. is seeking an experienced Benefits Specialist to support client onboarding, renewals, and ongoing account administration.

The role emphasizes accuracy, data integrity, and timely responses, with daily use of Microsoft Office and Excel to manage benefits data and reporting. The candidate will coordinate demonstrations and trainings, assist with implementation projects, and collaborate with brokers, vendors, and internal teams to ensure client satisfaction and adherence to service

Qualifications

• 3+ years of employee benefits experience; group benefits environment preferred.
• High School Diploma or GED; Bachelor’s degree preferred.
• Experience with benefits administration systems or related platforms.
• Strong administrative, data entry, and organizational skills with high accuracy.
• Proficiency with Microsoft Office, including Excel.
• Ability to prioritize workload, manage multiple deadlines, and work in a fast-paced team.

Responsibilities

• Monitor and manage shared mailboxes, addressing requests per service standards.
• Coordinate and schedule platform demos, training, and educational support for stakeholders.
• Support all phases of implementation and renewal projects to meet client expectations.
• Coordinate collection of client information and ensure required forms are completed.
• Provide client training, guidance, and ongoing support for onboarding and platform use.
• Support platform installations, renewals, testing, and EDI processes.
• Maintain and monitor client data to identify updates and renewal activities.
• Participate in meetings with clients, brokers, vendors, and internal teams to support objectives.
• Collaborate with management and agency partners to resolve client service issues promptly.
• Participate in cross-training to expand platform and product knowledge.

Skills

Benefits administration systems

Benefits technology platforms

Microsoft Excel

Administrative skills

Data entry

Prioritize workload

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

USI, Inc. is seeking an experienced Benefits Specialist to support client onboarding, renewals, and ongoing account administration.

The role emphasizes accuracy, data integrity, and timely responses, with daily use of Microsoft Office and Excel to manage benefits data and reporting. The candidate will coordinate demonstrations and trainings, assist with implementation projects, and collaborate with brokers, vendors, and internal teams to ensure client satisfaction and adherence to service