Benefits Administration Implementation Project Manager

Plansource Orlando , FL 32801

Posted 1 week ago

Summary

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids Michigan.

The purpose of the Benefits Administration Implementation Project Manager is to oversee all aspects of 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.

In this role, you'll manage the turnover process from Sales to Implementation in triage call by gathering all facts and documents utilized during the sales process. You will ensure accountability for the success of assigned projects while establishing a relationship with the employer group and broker contacts.

In addition, your responsibilities will include:

  • 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.

  • 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 hand-off process from Implementation 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.

About You

As the Benefits Administration Implementation Project Manager, you will bring two or more years of experience in areas such as Human Resources, Benefits Administration Implementation or Software Configuration along with your strong project management skills.

  • Associates Degree / Technical Degree or similar experience.

  • Previous Project Management experience preferred.

  • 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

  • Great compensation package, including a full suite of benefits.

  • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.

  • Fast-paced environment with big goals and the opportunity make a big impact.

Top five reasons to come to PlanSource

#5: The size is right. Join an established tech company that's growing fast but is still small enough for you to have a big impact.

#4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.

#3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and 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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Plansource