• Benefits Administration Implementation Project Manager

    Job Locations US-FL-Orlando
    # of Openings
    Customer Success
    Regular Full-Time
  • Summary

    The purpose of this position is to manage the on-boarding process for outsourced employer groups by working with the Broker, Employer Group, Sales Team to gather information about the client’s current Benefit processes, to work with the Configuration Analyst as they configure the Benefits Administration portal and Decision Support (PSHR) tools. Oversee and provide support to the employer group and data team as needed to facilitate electronic transfer of eligibility and payroll information. Work with Configuration Analyst in transitioning the employer group to the Customer Support Team and/or account management for ongoing service. Ensure accountability for the success of assigned projects.


    About You


    Responsibilities / Duties:

    Implementation Project Manager

    •  Manage the turnover process from Sales to Implementation in triage call by gathering all facts and documents utilized during the sales process.
    •  Establish a relationship with the employer group and broker contacts
    •  Build implementation project timeline and manage meetings/deliverables including preparing agendas, documenting meeting notes and tracking issues.
    •  Gather all required supporting documentation from employer group or broker pertaining to on-boarding
    •  Coordinate the collection of information and communicate with the appropriate departments within PlanSource and with 3rd party vendors
    •  Create billing reports
    •  Work with the Configuration Analyst as they update all required employer group documentation (CRG)
    •  Test the employer group’s Benefits Administration site and in partnership with the Configuration Analyst, resolve identified testing issues
    •  Manage the flow/timeline of the implementation to the established deadlines and escalate when necessary
    •  Provide reporting updates to internal teams or management
    •  Lead employer group meetings to review functionality issues or participate in roll out discussions
    •  Provide system training to the broker and employer group’s key Administrative Staff
    •   Manage the handoff process from Impl. to Service/Account Management to ensure employer group satisfaction and continuity
    •  Retain accountability for successful implementation projects
    •  Contribute to and/or maintain Standard Operating Process Documents (SOPS) and other processes performed
    •  Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager
    •  All other duties as deemed necessary by management

    Minimum Qualifications:


    Education: -Associates Degree / Technical Degree or similar experience

    Experience: -Previous Project Management experience preferred

    2 years project manager or benefits experience such as HR resource, benefits administration implementation or software configuration


    Skills/ Abilities:

    • Strong project management skills
    • Ability to handle and resolve issues
    • Excellent organization and prioritization skills
    • Strong customer service skills
    • Ability to be an effective team member/leader
    • Must be able to work outside of normal work hours
    • Excellent written and verbal communication skills
    • Strong keyboarding skills
    • Familiar with Microsoft Office
    • Familiar with Microsoft Windows Networking Systems

    What We Offer

    #10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.

    #9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

    #8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.

    #7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.

    #6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.

    #5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.

    #4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.

    #3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.

    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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