Sr Benefits Client Specialist

Supporting a defined portfolio of customers as a consistent point of contact; coordinating routine tasks and timelines. Managing administrative activities for medical, dental, vision, FSA/HSA/HRA, life, disability, and voluntary plans following established procedures. Executing benefits administration activities; triaging issues and escalating complex items for guidance; assisting with root-cause follow-ups. Referencing plan documents/SOPs to answer questions; elevating ambiguous interpretations for review. Project-managing annual benefits enrollment tasks for assigned customers (configuration, testing, communications, and acceptance) Following compliance processes aligned to federal/state requirements and escalating compliance questions. Preparing meeting notes, status updates, and ticket documentation; partnering with brokers/vendors as requested by the customer team. Attend and/or lead recurring service calls, Monthly/ Quarterly business reviews (MBR/QBR), and project debrief for assigned customers Support with automation and transformation projects Should be able to demonstrate ability to coach/mentor/guide the team Demonstrate strong Customer Relations with internal and external stakeholders by establishing and maintaining exceptional business relationships and working collaboratively Maintaining customer process documentation and personal time tracking in line with departmental protocols Demonstrated attention to detail (capturing action items, maintaining accurate records, setting expectations in escalations). 7+ years of relevant work experience in U.S. Benefits teams in customer facing environments. Working knowledge of employee life-cycle U.S. Benefits Administration, ACA, related regulations, ERISA guidelines, and HIPAA Compliance 3+ years of Customer Success/Customer Relationship Management experience. Ability to manage priorities and workflow in a fast-paced, dynamic environment. Excellent communication, interpersonal, and follow-up skills are critical for success. Ability to appropriately set and manage expectations with customers. Ability to provide consulting services with customers to ensure the appropriate outcomes are achieved. Experience with PlanSource and/or UKG Pro or other HCM benefits administration solutions Experience with UKG Pro Benefits Administration systems (Desirable). Proficient using the Microsoft Office Suite of software to include Outlook, Word, and Excel. Self-starter who is motivated to succeed Ability to handle multiple tasks under stringent timelines Bachelor's degree in business, Accounting, Commerce, Computer Science or a related field or equivalent work experience will be considered