Responsible for building and configuring core, group, and voluntary worksite benefits utilizing various benefit enrollment software. This lead position combines analytic and project management and training skills with an ability to simplify complex information from many sources.
Serves as a lead to leverage EFP’s world-class service guidelines to create exceptional onboarding experiences for each product or service implementation. Ensure client satisfaction and retention through timely solution delivery within defined timelines. Work from required data gathering workbooks, materials, and processes which outline all benefit requirements (i.e. benefit summaries, rate sheets, eligibility charts, contributions, plan types, scope of work agreements, etc.) and will configure the enrollment software for each client’s unique benefit plans, so that client employees can be enrolled, and their benefits tracked in the system throughout the year. Coordinate and conduct systems training for new business and service cases.
Accurately and efficiently cleanse and merge data from multiple spreadsheets and sources to create and upload employee and dependent demographics and in-force data. Coordinate electronic case build that incorporates exchange links and EDI feeds with carriers for new business and ongoing service cases. Apply industry and product knowledge to optimize system configurations and product upgrades and to create benefit statements and conduct benefit eligibility verifications. Research and resolve client, broker, and Benefit Counselor inquiries about enrollment system and process issues.
Communicate regularly and appropriately in-person, on the phone, and via written modes. Develop and maintain positive relationships with and provide excellent customer service to staff, clients, carriers, brokers, and vendors. Keep Implementation Project Manager informed of case progress and issues. Engage in data gathering process with broker, client, and/or carrier, as appropriate
Bachelor’s degree required. 5 – 10 years in a comparable position. Health and Life license required within 180 days of employment.
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