Client Solutions Analyst

Brown & Brown; Manasquan (NJ); On-site; USD 65,000 - 70,000; Full time

Job summary

Winston Benefits, a Brown & Brown company, is seeking a Client Solutions Analyst to join their team in New Jersey. The CSA supports clients by documenting requirements, designing, and configuring the benefits system to meet client enrollment and administration needs.

The CSA will implement and maintain client business rule requirements and setup of portals via configuration on complex, high-profile cases. A Bachelor's degree and 3–5 years of technical experience are required.

Qualifications

• Bachelor’s degree required.
• 3-5 years of technical experience required.
• Advanced knowledge of Microsoft Office Suite required.
• Experience interpreting business requirements required.
• Knowledge or experience working with configurations required.
• Basic SQL knowledge preferred.
• Benefits experience a plus.

Responsibilities

• Identify client’s needs to determine system impact and find solutions around system limitations.
• Recommend system solutions to clients during the Open Enrollment process.
• Implement/Maintain Client Business Rules Requirements.
• Implement/Maintain Client setup and Portals via Configuration.
• Configure the system based on business requirements including: Benefit Plans, Coverage Tiers, Premium Factors, Rates.
• Employee Classes, Departments, Worksites
• Eligibility, Waiting Periods
• Billing Groups, Payroll Calendars, Payroll buckets
• Design and create portal enrollment transactions based on business requirements including: Transaction groups, steps, and plans
• Confirmation Statement configuration
• Step Header/Footer text
• Eligibility, effective dates, and enrollment dates
• Verify client(s) benefit configuration setup information for accuracy.
• Implement inbound/outbound vendor files: demographic and deduction.
• Actively participate in internal testing for new enhancements and releases for HRally.
• Coordinate new functionality in the benefits system with product development and developers.
• Research/Troubleshoot client inquiries regarding system and process issues.
• Perform other duties as assigned.

Skills

Interpreting business requirements

Requirements analysis

Benefits experience

Education

Bachelor’s degree

Tools

Microsoft Office

SQL

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Winston Benefits, a Brown & Brown company, is in search of a Client Solutions Analyst to join their team. The Client Solutions Analyst supports clients by documenting requirements, designing, and configuring the benefits system to meet client enrollment and administration needs. The CSA will implement and maintain client business rule requirements and setup of portals via configuration on some of the more complicated and high-profile cases.

What You’ll Do

• Identify client’s needs to determine impact on the system and to find solutions around system limitations.
• Recommend system solutions to clients during the Open Enrollment process.
• Implement/Maintain Client Business Rules Requirements.
• Implement/Maintain Client setup and Portals via Configuration.
• Configure the system based on business requirements including:
• Benefit Plans, Coverage Tiers, Premium Factors, Rates
• Employee Classes, Departments, Worksites
• Eligibility, Waiting Periods
• Billing Groups, Payroll Calendars, Payroll buckets
• Design and create portal enrollment transactions based on business requirements including:
• Transaction groups, steps, and plans
• Confirmation Statement configuration
• Step Header/Footer text
• Eligibility, effective dates, and enrollment dates
• Verify client(s) benefit configuration setup information for accuracy.
• Implement inbound/outbound vendor files: demographic and deduction.
• Actively participate in internal testing for new enhancements and releases for HRally.
• Coordinate new functionality in the benefits system with product development and developers.
• Research/Troubleshoot client inquiries regarding system and process issues.
• Perform other duties as assigned.

What You’ll Need

• Bachelor’s degree; required
• 3-5 years of technical experience; required
• Advance knowledge of Microsoft Office Suite; required
• Experience interpreting business requirements; required
• Knowledge or experience working with configurations; required
• Basic/Beginner SQL knowledge; preferred
• Benefits experience a plus

Pay Range

65000 - 70000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.