Maintain an in-depth knowledge of Client’s products and features, particularly within the HR and Carrier Connect realms
Understand the process for building, testing, and deploying benefit feeds to the carrier
Assist in configuring and modifying client benefit plans to meet EDI and carrier requirements
Assist in importing employee election data using existing template structure
Work proactively with teammates to guide clients through Open Enrollment events
Effectively manage client escalations, pulling in appropriate resources when necessary
Collaborate with Client’s vendor, carriers, and other stakeholders to send and troubleshoot clients’ benefit files
Partner with Client’s vendor to report on project status and improve existing implementation processes
Use Client’s vendor’s portal to initiate new orders, enter carrier information, complete pre-mapping, and enter troubleshooting tickets and manage existing orders
Assist in training and documenting of processes for colleagues and clients
Join forces with teammates to meet changing client needs through effective communication, regular meeting attendance, and consistent feedback sessions
Document critical client communications and interactions in SFDC and utilize Cloud Coach for project management
Promote Client’s full products and services packages; facilitate lead generation back to Client’s Inside Sales team as appropriate
4 to 5 Years of prior experience in similar role
Bachelor’s degree preferred, or equivalent experience required
2-3 years’ experience in a client service position; prior relationship management, project management or business to business sales experience a plus
Previous HCM, Insurance Carrier, Benefit, and/or EDI experience preferred
Ability to interface with multiple departments, multi-task, think on your feet, and work independently
Proven strong customer service and relationship building skills required
Ability to effectively troubleshoot software configurations and uncover root cause required
Ability to effectively solve problems by balancing detailed questions with creative solutions
Flexibility to work both in client facing and non-client facing settings
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