Client Solutions Analyst

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

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Employee Discounts

Mental Health Support

Job summary

Winston Benefits, a Brown & Brown company, is seeking a Client Solutions Analyst to document requirements, design and configure the benefits system to meet client enrollment and administration needs. The CSA will implement and maintain client business rules and portal configuration for complex cases.

Responsibilities include identifying client needs, recommending system solutions during Open Enrollment, and coordinating with product development on new functionality, while ensuring accuracy of

Qualifications

• Bachelor's degree required.
• 3-5 years of technical experience required.
• Experience interpreting business requirements; required.
• Knowledge or experience with configurations; required.
• Basic/Beginner SQL knowledge preferred; benefits experience a plus.

Responsibilities

• Identify client's needs to determine impact on the system and to find solutions around system limitations.
• Recommend system solutions to clients during Open Enrollment.
• 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 benefit configuration setup information for accuracy.
• Implement inbound/outbound vendor files: demographic and deduction.
• Participate in internal testing for HRally enhancements and releases.
• Coordinate new functionality with product development and developers.
• Research/Troubleshoot client inquiries regarding system and process issues.

Skills

Interpreting business requirements

Microsoft Office Suite

Client requirements analysis

Benefits experience

SQL knowledge (basic)

Education

Bachelor's degree

Tools

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.

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".