Implementation Specialist: Employee Benefits

Craig Bradford Associates, Inc.; Wayne (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Craig Bradford Associates, Inc. seeks a New Business Implementation Specialist to support pre-sale activities and lead the onboarding of new benefit clients. The role requires collaboration with brokers, carriers and enrollment vendors, and management of multiple client implementations with timely updates to the account team.

The candidate should have a bachelor’s degree or 3 years of relevant industry experience, with strong knowledge of benefits, HRIS systems and intermediate Excel skills.

Qualifications

• Bachelor’s degree or 3 years of relevant industry experience.
• Knowledgeable in employee benefits, enrollment guidelines, HRIS systems and technology.
• Intermediate Excel knowledge required.

Responsibilities

• Support pre-sale and new business activities with prospective clients.
• Collaborate with sales to quote benefits strategy and plans.
• Manage New Business email box and correspondence.
• Coordinate with brokers, carriers and enrollment vendors for implementations.
• Lead client implementations and manage timelines across multiple accounts.
• Communicate status updates to the account team and Director of Client Experience.
• Attend meetings and conduct open enrollment sessions on-site or virtually.
• Ensure accuracy of applications and data transfers to carriers/vendors.

Education

Bachelor’s Degree

3 years of relevant industry experience

Tools

Microsoft Office

Excel

PowerPoint

Job description

We are looking for a strong employee benefits implementation specialist to join our rapidly growing Benefits firm. Candidates must have experience in health insurance from the broker, consulting, TPA or carrier world. If you are looking to have a client interfacing role, utilizing up to date technology and servicing and onboarding clients.

Summary:

The New Business Implementation Specialist is primarily responsible for supporting the pre-sale and new business implementation process. The Specialist will be responsible for supporting sales producers in the acquisition process of selling new clients and then leading the new client implementations for those sold accounts.

During the new client onboarding process, the Specialist will also work closely with the Benefits Technology & Enrollment Specialist to communicate and interact with multiple carrier/vendors and their implementation teams.

Additionally, he/she will be responsible for managing multiple client implementations at one time, and for ongoing communication with the account team on the status of the implementations.

Essential Duties and Responsibilities:

• Support Producers with all pre-sale related new business activities, which includes attending meetings at prospective clients, with occasional travel as needed.
• Works with producer to determine employee benefits strategy and plans to quote.
• Responsible for managing New Business email box.
• Execute Business Associate Agreements and Broker Comp Disclosure Notices and coordinates COBRA set-ups.
• Coordinate with Employee Navigator team on benefit technology
• Save all back-up documentation in D365.
• Provide appropriate and required applications of coverage for each carrier/vendor to the Employer Group, advising client on how to correctly complete the paperwork, and helping to complete portions of the paperwork when possible.
• Some examples of group applications include paperwork for health, dental, ancillary coverages, voluntary coverages, PBM’s, FSA, HSA, virtual care providers, wellness vendors and clinical vendor arrangements.
• Manage the employer-level enrollment integrations for all lines including but not limited to, health, dental, ancillary coverages, voluntary coverages, PBM’s, FSA, HSA, virtual care providers, wellness vendors and clinical vendor arrangements.
• Submit correctly completed employer-level applications to the carriers of choice.
• Manage employer group and carrier/vendor timelines for a timely implementation.
• Lead discovery call with vendors upon confirmed client confirmed carriers/vendors of choice.
• Implementation meetings/calls with employer group, carrier, and vendor partners
• Ensure customer satisfaction through consistent communication, follow-up and timeline updates on the implementation.
• Timely and appropriate communications to Director of Client Experience
• Champion process improvements and technology enhancements
• Manage multiple tasks and implementations simultaneously.
• Manage off cycle implementations (BOR takeovers)
• Be the subject matter expert on carrier implementation requirements and data transfer requirements sharing with account team.
• Basic understanding of carrier underwriting requirements and data needed for quotes.
• Share industry trends noted from the RFP process.
• Work with Senior Account Managers for groups over 100 lives
• Attend sales meetings and work with Sales Coordinator on communication updates for sales meetings.
• May conduct open enrollment meetings either on-site or virtually as needed.

Qualifications, Skills and Requirements:

• Must be self-motivated.
• Excellent organizational skills and attention to detail
• Flexibility and ability to adapt to change.
• Ability to thrive in a fast-paced environment.
• Must work well in a team environment.

Education, Training and Experience:

• Bachelor’s Degree required or 3 years of relevant industry experience.
• Minimum 3 years’ experience with a carrier (prefer health plan), agency, brokerage firm and or enrollment vendor.
• Knowledgeable in employee benefits, enrollment guidelines, HRIS systems, enrollment systems and technology, underwriting regulations and legislation impacting the industry, preferred.
• Working knowledge of all Microsoft office products; Intermediate Excel knowledge, required.
• Proficient in Power Point, preferred.
• Working knowledge of employee enrollment and onboarding systems, electronic data file transfers, payroll systems