Client Success Specialist, Employee Benefits-Middle Market
Core
Independently manage and coordinate core renewal lifecycle processes, including open enrollment, eligibility management, compliance activities, and implementation for employee benefits clients.
Role type
Client Success Specialist (Employee Benefits Administration)
Builds
High-quality client experiences and accurate, timely benefits administration outcomes
Domain
Employee Benefits and Risk Management
Deliverable
client delivery
Required skills
Employee benefits process knowledge, Insurance licensing, Compliance management, Open enrollment execution, Eligibility management, Root cause analysis, Vendor coordination, Microsoft Excel proficiency
Preferred skills
Experience with offshore teams or shared service centers, Knowledge of payroll/benefit technology systems
Technologies
Agency Management Systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Oversee open enrollment activities and drive the 'Peace of Mind' timeline; Identify discrepancies and resolve issues independently or escalate appropriately; Support compliance-related activities (e.g., COBRA, EOI) and ensure accurate recordkeeping; Partner with care center colleagues and third-party vendors to resolve escalated issues; Prepare external communications such as renewal materials and benefits administration messages; Proactively identify process efficiencies and improvements; Participate in open enrollment calls and meetings as a point of contact.
Seniority
Mid-level, independent contributor