Benefits Implementation Supervisor in St. Petersburg, Florida at Bankers Financial Corp

Our Core values include:

Collaboration: working together is critical to achieving organizational goals.

Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.

Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.

Social Responsibility: we place charity and volunteer work at the core of our organization.

Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.’

Company Value Statements

Choose Your Attitude

Make Someone's Day

Be Present

Have Fun

Summary/Objective

Responsible for having in-depth product knowledge of all products offered through DecisionHR and benefits. Work with your team to ensure excellent product delivery. Specialists perform product demonstrations to customers and other stakeholders and assist in their promotions and product releases.

The supervisor will define and document customer requirements, assist in executing all tasks, collaborate with stakeholders, and partner with clients to ensure the flawless setup of products and services. As the supervisor, you will be responsible for overseeing the RFP process and Group setup process, and will train team members to make presentations to client management regarding our products and onboarding processes. Once a group is onboarded, the supervisor is responsible for ensuring new members are adequately delivered enrollments in a timely manner. The ideal candidate has an eye for detail, is proficient at managing timelines, is client-centric, and ensures projects are completed on time and in scope.

Essential Functions

• Oversee and perform the delivery of client renewals
• Supports and collaborates with internal teams for successful client onboarding and renewal
• Serves as the primary point of contact and advocate for new clients and renewals during the implementation phase
• Conduct new client Open Enrollment meetings
• Drive progress of implementation across numerous teams
• Facilitates client setups through DHR software
• Create and manage project plans, timeline trackers, and other standard implementation management documentation
• Gain a granular understanding of a new client's business needs, establishing and documenting processes to support those needs, and ultimately the successful onboarding of newly sold cases
• Hold product training sessions
• Create, update, and maintain product knowledge information
• Accurately assess and interpret customer needs and requirements and work with customers to confirm accuracy and intent of selections
• Proactively anticipate issues and facilitate resolution
• Set up tools and documentation for implementation and renewal kick-off
• Coordination and completion of implementation plan updates from functional leads; meeting notes, tracking down follow-ups
• Build and maintain strong working relationships with all vendors and business units, both internal and external
• Track tasks, identify opportunities, anticipate potential obstacles, and find solutions
• Formulate and communicate plan of action and resolution for all escalated deliverables
• Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations
• Other duties and responsibilities as assigned

Required Education and Experience

• Associate's Degree; equivalent experience may be considered
• 5–7 years Benefits Administration
• Licensed Insurance Agent

Preferred Education and Experience

• Proven track record of client-facing experience
• Able to work in a fast-paced and changing work environment with quick turnaround
• Excellent organizational and time management skills
• CEBS certification

Must be authorized to work in the United States.

The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.