IMPLEMENTATION SPECIALIST I

Posted 6 Days Ago
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Folsom, CA, USA
In-Office
29-35
Mid level
Insurance
The Role
Implements employee benefits solutions for clients by defining requirements, designing workflows, configuring MyHealthBenefits, coordinating integrations, testing systems, and supporting rollout. Manages multiple implementation and renewal projects, maintains project plans and documentation, tracks milestones and risks, coordinates with clients, carriers, vendors, Sales, Claims, and IT, and troubleshoots implementation issues. Supports enrollment data imports, benefit plan configuration, EDI setup, open enrollment, FSA and COBRA administration, and transition to account management.
Summary Generated by Built In

Description

Summary: The Implementation Specialist I position is directly responsible for delivering purchased benefit solutions and implementing MyHealthBenefits to BRMS clients. The Implementation Specialist I will work with the Client Implementation Team to deliver solution components, which includes collaborative consultation with the client, requirements definition, solution design, configuration, integration testing and rollout. Throughout the implementation process, the Implementation Specialist I may collaborate with BRMS internal departments, external client and third parties to ensure a successful delivery of BRMS services and systems.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  

Implementation:

· Work directly with BRMS Sales Coordinator and Internal Stakeholders to identify a new client’s purchased services.

· Translate purchased services requirements into detailed workflows, implementation plan and associated documentation. 

· Manage multiple implementation projects simultaneously while maintaining established timelines, priorities, and deliverables.

· Develop and maintain project plans, track milestones, identify risks, and communicate project status updates to internal and external stakeholders.

· Serve as primary implementation contact for clients and client representatives, including brokers, insurance carriers, and vendor partners.

· Facilitate implementation meetings, document action items, and ensure timely follow-up and resolution of outstanding items.

· Obtain and enter required benefit plan rules information into MyHealthBenefits.

· When applicable, obtain required benefit plan information and claims history to implement self-funded health plans and work with Claims and IT departments to establish self-funded health plans.

· Obtain necessary member enrollment data and work with IT department to import data into MyHealthBenefits. Population of enrollment data into MyHealthBenefits may, on occasion, require manual data entry.

· When applicable, coordinate FSA and/or COBRA administration services with business partner.

· Contact applicable insurance carriers to establish and implement Electronic Data Interchanges.

· Monitor implementation progress to ensure project scope, timelines, and client expectations are met. 

· Identify implementation challenges, troubleshoot issues, and collaborate with appropriate departments to develop effective solutions.

· Maintain accurate project documentation, implementation records, and status reporting throughout the implementation lifecycle.

· Provide end-user support and guidance during implementation and transition to ongoing account management.

  

Client Renewals:

  • Work with BRMS Sales Coordinator and Account Executive to identify client renewal requirements.
  • Assist Client Manager in the translation of clients’ renewal requirements into detailed processes and associated documentation. 
  • Obtain and enter new  benefit plan information and changes to existing benefit plans into MyHealthBenefits.
  • Contact applicable insurance carriers to establish and implement new or modify existing  Electronic Data Interchanges.
  • Work directly with client and IT department to establish MyHealthBenefits Online Open Enrollment when applicable for Employee Open Enrollment Self-Service.
  • Maintain appropriate internal documentation.

Supervisory Responsibilities: This job has no supervisory responsibilities.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and to be able use a computer for up to two hours at a time with no break. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand. The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Requirements

Knowledge, Skills, & Abilities:

  • Travel as needed; less than 10%
  • Experience in the employee benefits industry Required.
  • 2-4 years project management experience and technical troubleshooting Required.
  • Ability to quickly learn new applications and technical skills, including implementation functions.
  • Strong verbal and written communication skills.
  • Ability to collaborate and consult with internal team members as well as external clients.
  • Proven ability to document requirements, issues and outcomes.
  • Demonstrated proficiency in Microsoft Office products

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High School Degree or G.E.D; and minimum of two years related experience and/or training; or equivalent combination of education and experience.

Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as plan documents, memos, letters, and procedure manuals. Ability to write routine reports, meeting notes, project documentation, and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.

Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.

Skills Required

  • Experience in the employee benefits industry
  • 2-4 years of project management experience and technical troubleshooting
  • Ability to quickly learn new applications and technical skills, including implementation functions
  • Strong verbal and written communication skills
  • Ability to collaborate and consult with internal team members and external clients
  • Ability to document requirements, issues, and outcomes
  • Proficiency in Microsoft Office products
  • High school degree or GED, or equivalent combination of education and experience
  • Effective English reading, speaking, and writing skills
  • Valid Class C driver's license with no adverse driving record
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The Company
300 Employees
Year Founded: 1993

What We Do

Benefit & Risk Management Services (BRMS) is an independent third-party administrator serving employers, brokers, plan administrators, trustees, members, and clients. The company manages claims and employee benefits, including FSA, HRA, HSA, COBRA, lifestyle-account, and dental administration. Its MyHealthBenefits web application helps employers and members manage benefit data online, while tailored multi-employer solutions support Taft-Hartley plans, captives, and associations.

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