Flexible Benefits Client Implementation Specialist

About the role

Marsh Agency, part of Marsh McLennan, provides business insurance, employee health and benefits, retirement and private client insurance solutions. As a Client Implementation Specialist on the Flexible Benefits team, you will manage the new client onboarding process within the Flexible Benefits TPA and report to the Flexible Benefits and COBRA Development Executive. You will welcome new clients with a relational customer service approach and build strong relationships with them.

Key responsibilities

• Initiate and manage end-to-end tasks for new client implementation and onboarding, with ownership of the client experience.
• Coordinate meetings such as sales discovery, software demonstrations, plan setup and training.
• Build relationships with internal partners in Relationship Management, Sales, Systems Operations, Treasury and Claims Administration, as well as external brokers and account managers.
• Use MS Office tools to document scope, meeting notes and project plans, and track and report progress.
• Manage off-boarding for clients ending their contracts, and coordinate plan document reviews for new and current clients.
• Maintain implementation setup forms, resource documents, termination resources, SOPs and tracking tools.
• Support the Client Relationship Team with enrollment meetings, participant escalations and education.
• Keep up with IRS and DOL regulations and communicate changes to staff, and attend seminars and carrier meetings to learn about new products.
• Adhere to SOPs, support staff training, keep records and suggest improvements.

Required profile

• High school diploma or equivalent work experience.
• Several years of experience with large system record-keeping platforms.
• Strong organizational and project skills, and strong written and verbal communication.
• Plus: flexible benefits experience and third-party administration experience.

Required skills

• Office Suite (Word, Excel, PowerPoint, Outlook)
• Adobe
• Analytical thinking and ability to handle large datasets

What we offer

• Time off, including personal and volunteering days
• Tuition reimbursement and professional development
• Charitable contribution match programs
• Stock purchase opportunities