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Employee Benefits Open Enrollment & Onboarding Specialist
A fast-growing, innovative employee benefits organization is seeking an Open Enrollment & Onboarding Specialist to manage group implementations and vendor performance. This hybrid role ensures a seamless setup and high-quality enrollment experience for employer groups and members.
Key Responsibilities
Group Onboarding & Platform Configuration
- Onboard new employer groups onto our open enrollment platform.
- Configure employer contribution structures, employee classes, eligibility rules, and plan setup for each group.
- Ensure data accuracy and completeness before handoff to the enrollment firm.
Enrollment Firm Oversight
- Serve as the primary point of contact and oversight for our enrollment partner, ensuring accounts are properly staffed to meet seasonal enrollment volume.
- Monitor staffing levels against group pipeline and enrollment deadlines, escalating capacity issues proactively.
- Conduct QA reviews of enrollment calls/sessions to ensure compliance, accuracy, and quality standards are met.
- Identify training gaps and coordinate additional training sessions with the enrollment firm's team as needed.
Performance & Member Experience Monitoring
- Track groups actively moving through the OE process, monitoring timeliness against enrollment windows.
- Monitor and support upselling of ancillary/voluntary products during the enrollment process.
- Ensure a high-quality member experience throughout enrollment, addressing issues in real time.
Handoff & Implementation Coordination
- Coordinate end-of-OE handoff with the Implementation team to activate completed accounts.
- Ensure clean data transfer and documentation so Implementation can activate without delay or rework.
Candidate Requirements
- Experience: 3+ years of experience in employee benefits administration, open enrollment, benefits/TPA operations, or a related field.
- Technical Knowledge: Strong understanding of group health plan structures including contributions, classes, and eligibility.
- Quality Assurance: Comfortable reviewing calls/sessions for QA and providing clear, constructive feedback to partners.
- Licensing: Active Life & Health (L&H) license is preferred.
Compensation & Work Schedule
- Salary: $75,000 – $85,000 (commensurate with experience).
- Work Schedule: Hybrid arrangement allowing for 2-3 days working from home (WFH) per week.
- Benefits: Comprehensive company benefits package included.
JOB ID: 181755
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Rick Mohanty