Expertise

Summary/Objective

The Client Manager is directly responsible for managing the Service Team and ensuring that Benefit Harbor exceeds expectations by supporting clients with their benefit administration. The Client Manager is responsible for implementation and ongoing administration for a book of clients. This includes initial plan documentation, project management, and day to day operations. The Client Manager will work closely with EDI teams and management to research and resolve issues and escalations.

Essential Duties and Responsibilities include, but are not limited to:

• The Client Manager will serve as the primary point of contact for clients and lead a team of Benefit Administrators and EDI Analysts.
• Maintain requirements documents for system build and self-service sites (this includes benefit class grids, rates, site verbiage and documents, system access, plan “rules” and action/agenda logs).
• Work directly with carriers and brokers to confirm benefit plans details and rules for system functionality.
• Monitor progress of initial system and renewal builds, including administrative sites, self-service and EDI Files.
• Test administrative and self-service sites, track and monitor changes, and present finalized product to the client and broker.
• Determine, document and execute processes necessary to meet all deliverables presented in the scope of service.
• Present, demonstrate, and train both internal and external customers on administrative and self-service site for open enrollment demos and new functionality changes.
• Analyze escalations; research and trouble shoot from initial contact, sourcing internal partners as needed and maintain ownership through resolution.
• Lead client and carrier calls, complete and follow agenda items and provide meeting minutes and updates on outstanding items.
• Continuously look for process improvements for clients and the organization such as automation and functionality enhancements.
• Lead, mentor and manage a team of Benefit Administrators and EDI Analysts.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications

• General Knowledge, Experience, Technical, and Problem-Solving Skills
  • Strong knowledge of Microsoft Office
  • Must be proficient in Excel (VLOOKUP, Basic Functionality)
  • Must have health and welfare knowledge
  • Strong analytical skill set and ability to use data to define and resolve issues
• Communication Proficiency:
  • Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
  • Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections
• Customer/ Focus
  • Demonstrated ability to provide superior Customer Service
  • Present solutions in a well-organized and clear fashion
  • Must possess strong follow-up and follow through skills with a sense of urgency and attention
• Leadership
  • Experience in working collaboratively and building teams
  • Strong work ethic and self-starter, able to effectively manage multiple clients and adapt to change within a fast-paced high intensity business setting
  • Must possess integrity, reliability, responsibility, strong organization skills and high attention to detail.

Other Positional Details

Minimum Required Qualifications

• Bachelor’s degree or related experience in business, preferably in Service Management
• 5+ years demonstrated management experience with complex projects in the benefits industry (preferably Health & Welfare), or other related experience

Work Environment

• The work is typically performed in a normal office environment on site at Benefit Harbor or in a remote home office. Some travel and extended hours may be required.

Suggested Schedule

This is a full-time exempt position. General hours of operation are Monday through Friday between the hours of 8 am to 5 pm with some flexibility to support clients throughout the continental US. Occasional evening or weekend hours may be required during peak periods.

Send resume to jobs@benefitharbor.com

Summary/Objective

As a member of the Account Management team, the EDI Analyst I is responsible for interacting with Carriers and the Client payroll team to implement and maintain EDI files. Additional responsibilities include documentation, quality assurance tasks, completing assigned tasks, and assisting Operations team on day-to-day administration, issue resolution and other special projects.

Essential Duties and Responsibilities include, but are not limited to:

• Confirms all external and internal data transfers/files are sent timely on a daily basis and report any issues to the Account Management Team and Carriers/Clients.
• Analyze file and data transfer escalations; research and troubleshoot from initial contact, sourcing internal partners as needed and maintaining ownership through resolution.
• Manage data transfer and file specification life cycle.
• Respond to and manage assigned DA tickets timely and through resolution.
• Maintain clear understanding of various file types, layouts, and basic data mapping.
• Lead Carrier and client payroll team calls for new file implementations or changes to existing files.
• Works with Carrier/Client file contacts and IT to test, quality review, and implement new files or changes to existing files.
• Work with Developers to test and solve any Carrier/Client file related issues that arise.
• Maintain and update File Status Implementation Log, Data Transfer Detail Specifications and other required documents to adhere to SOCII documentation requirements.
• Create internal tasks, including but not limited to data transfers, defaults, invoices, and audits.
• Perform post-OE and quarterly enrollment audits, document results and assist Account Management team in issue mitigation through resolution.
• Request extracts from carriers, vendors and employers for regularly scheduled audits.
• Meet expected timelines and assigned due dates for files, DA tickets, and assigned tasks.
• Build strong relationships with internal teams (Operations Team and Developers) and external partners.
• Perform other duties and responsibilities as assigned.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications:

• General Knowledge, Experience, Technical, and Problem Solving Skills
  • Strong knowledge of Microsoft Office
  • Intermediate Excel, Access knowledge
  • Health and Benefits knowledge preferred
  • Strong analytical skill-set and ability to use data to define and resolve issues
  • Competent in basic personal computer skills and knowledge, including keyboard skills, electronic folder/file organization and management, and email usage
  • Database function knowledge preferred, but not required
• Communication Proficiency:
  • Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
  • Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections
• Customer/Client Focus
  • Demonstrate ability to provide superior Customer Service
  • Must possess strong follow up and follow through skills with sense of urgency and attention
• Leadership
  • Experience in working collaboratively with teams
  • Strong work ethic and self-starter, able to effectively manage multiple clients and adapt to change within a fast-paced high intensity business setting
  • Must possess integrity, reliability and responsibility with strong organizational skills
  • Logical problem solver with excellent follow through, high attention to detail and troubleshooting skills

Other Positional Details

Minimum Required Qualifications

• Bachelor’s degree or related experience in business, preferably in case or product implementation
• 5+ years demonstrated experience with complex projects in the benefits industry (preferably Health & Benefits), or other related experience

Work Environment

• The work is typically performed in a normal office environment on site at Benefit Harbor Home office in Plano, TX or Remote worker.
• Very limited travel may be required.

Suggested Schedule

This is a full-time exempt position. General hours of operation are Monday through Friday between the hours of 8 am to 5 pm with some flexibility to support teams throughout the continental US.
• Must be able to work overtime during peak periods.

Send resume to jobs@benefitharbor.com

Summary/Objective

Sr. Manager is directly responsible for managing the Client Management Team and ensuring that Benefit Harbor exceeds expectations by supporting clients with their benefit administration. The Sr. Manager will report to the Vice President, Operations and is responsible for leading, training, and developing a team of Client Managers, as well as the implementation and ongoing administration for a book of clients. This includes setting an example for team members in regards to initial plan documentation, project management, and day to day operations. The Sr. Manager will work closely with EDI teams, system administration teams, and management to research and resolve issues and dissolve escalations internally and externally.

Essential Duties and Responsibilities include, but are not limited to:

• Serve as the primary point of contact for Client Managers, helping to resolve internal and external escalations through resolution.
• Lead, mentor and manage Client Managers in the execution of day-to-day operations.
• Maintain knowledge of current Benefit Harbor policies, procedures, and system functionality and assist in providing training opportunities for the Client Management Team.
• Consistently understand and focus on the Benefit Harbor ‘big picture’ and company-wide goals when making decisions.
• Monitor progress of account managers as they work through initial system and renewal builds, including administrative sites, self-service and EDI Files.
• Help develop, document and execute processes and process improvements necessary to help the account management team in meeting all deliverables presented in the scope of service.
• Communicate clearly and concisely with internal and external stakeholders.
• Lead internal and external calls, creating and following agenda items and providing meeting minutes and/or any outstanding items to call participants.
• Present, demonstrate, and training both internal and external stakeholders on administrative and self-service site for open enrollment demos and new functionality changes.
• Manage requirements documents for system build and self-service sites (this includes benefit class grids, rates, site verbiage and documents, system access, plan “rules” and action/agenda logs) for your book of business and ensure Client Managers are doing the same.
• Work directly with client, carriers, and brokers to confirm benefit plans details and rules for system functionality for your book business.
• Test administrative and self-service sites, track and monitor changes, and present finalized product to client and brokers for your book of business and ensure that Account Managers are doing the same.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications

• General Knowledge, Experience, Technical, and Problem Solving Skills
  • Strong knowledge of Microsoft Office
  • Must be proficient in Excel (VLOOKUP, Basic Functionality)
  • Must have health and welfare knowledge
  • Strong analytical skill-set and ability to use data to define and resolve issues
• Communication Proficiency:
  • Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
  • Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections
• Customer/Client Focus
  • Demonstrated ability to provide superior Customer Service
  • Present solutions in a well-organized and clear fashion
  • Must possess strong follow up and follow through skills with sense of urgency and attention
• Leadership
  • Experience in working collaboratively and building teams
  • Strong work ethic and self-starter, able to effectively manage multiple clients and adapt to change within a fast-paced high intensity business setting
  • Must possess integrity, reliability, responsibility, strong organization skills and high attention to detail.

Other Details

Minimum Required Qualifications

• Bachelor’s degree or related experience in business, preferably in Client Service Management
• 10+ years demonstrated management experience with complex projects in the benefits industry (preferably Health & Welfare), or other related experience

Work Environment

• The work is typically performed in a normal office environment on site at Benefit Harbor. Some travel and extended hours may be required.

Suggested Schedule

This is a full-time exempt position. General hours of operation are Monday through Friday between the hours of 8 am to 5 pm with some flexibility to support clients throughout the continental US. Occasional evening or weekend hours may be required during peak periods.

Send resume to jobs@benefitharbor.com