Workplace Benefits Implementation and Enrollment Coordinator

Trove Group

Saint Louis Park (MN)

On-site

USD 55,000 - 76,000

Full time

11 days ago

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Job summary

Trove Group is seeking a structured, proactive coordinator to manage new employer benefit cases from verbal commitment to implementation, enrollment, and post-enrollment review. The role acts as the central hub among employers, brokers, Workplace Growth Manager, enrollment teams, and carriers to ensure a smooth experience.

The coordinator will support ICHRA and other workplace benefit solutions, including voluntary benefits, and will drive kickoff planning, enrollment readiness, and timely

Qualifications

  • Own the case handoff after the verbal win
  • Coordinate onboarding between employer, broker, Workplace Growth Manager, enrollment team, technology partners, carriers, and administrators
  • Develop an enrollment plan that fits the employer’s workforce, locations, shifts, and communication needs
  • Lead employer implementation and planning and ensure deadlines are met
  • Compliance with all applicable laws and regulations

Responsibilities

  • Own the case handoff after the verbal win
  • Coordinate internal handoffs to confirm employer goals, selected benefits, dates and commitments
  • Identify outstanding decisions and required documents to avoid launch delays
  • Organize enrollment communications, materials, and meetings for employees
  • Track enrollment progress and address deadlines and follow-ups
  • Lead post-enrollment review and service handoff with stakeholders

Job description

Trove Group is seeking an organized, proactive, client-focused professional to coordinate new employer benefit cases from a verbal commitment through implementation, employee enrollment, and the post-enrollment review.

This individual will serve as the central point of coordination between the employer, referring agent or broker, Workplace Growth Manager, enrollment team, technology partners, carriers, and third-party administrators. They will turn a successful sale into a clear implementation plan, keep everyone accountable to deadlines, and help deliver a smooth experience for employers and employees.

The role supports ICHRA and other workplace benefit solutions, including voluntary benefits.

Primary Duties And Responsibilities
  • Own the case handoff after the verbal win
  • Conduct an internal handoff with the Workplace Growth Manager and agent or broker to confirm the employer’s goals, selected benefits, proposed effective date, and commitments made during the sale.
  • Identify outstanding decisions, required agreements, missing information, and potential obstacles.
  • Establish a case checklist, timeline, and assigned responsibilities.
  • Maintain accurate case information and progress updates in Trove’s designated systems.
  • Lead employer implementation and planning
  • Schedule and coordinate the employer kickoff meeting.
  • Explain the implementation process, required information, important deadlines, and employer responsibilities.
  • Collect and validate employee census information and coordinate confirmation of eligibility, employer contributions, payroll schedules, and benefit selections.
  • Coordinate required agreements and documentation with the appropriate internal teams and partners.
  • Develop an enrollment plan that fits the employer’s workforce, locations, shifts, and communication needs.
  • Coordinate technology and partner readiness
  • Coordinate enrollment platform setup and review case details for accuracy.
  • Work with technology partners, carriers, and administrators to resolve setup issues.
  • Coordinate payroll deduction and employer funding requirements with the appropriate parties.
  • Confirm the case is ready before enrollment begins and escal ... unresolved items that could affect launch.
  • Organize employee communication and enrollment
  • Coordinate employee announcements, educational materials, benefit meetings, and enrollment instructions.
  • Schedule licensed enrollment professionals and confirm staffing, access, and meeting logistics.
  • Track enrollment progress, employee follow-up needs, and approaching deadlines.
  • Help employees reach the appropriate resource for benefit questions, technical support, or enrollment assistance.
  • Keep the employer, broker, and sales team informed throughout the enrollment period.
  • Coordinate enrollment closeout
  • Track application submission and coverage status with the responsible partners.
  • Coordinate resolution of incomplete applications, missing documentation, enrollment discrepancies, and other outstanding items.
  • Arrange delivery and review of enrollment summaries and payroll deduction information.
  • Coordinate confirmation of employer funding, initial premium payment requirements, and effective dates.
  • Document unresolved issues with a clear owner and completion deadline.
  • Lead the post-enrollment review and service handoff
  • Schedule a post-enrollment meeting with the employer and appropriate internal stakeholders.
  • Review participation, implementation results, payroll and billing questions, and outstanding issues.
  • Confirm the employer understands ongoing responsibilities and how to request support.
  • Provide the ongoing service team with complete case documentation, contacts, commitments, and open items.
  • Capture feedback and recommend improvements for future implementations.
  • Compliance with all applicable laws and regulations
  • Other duties as assigned
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