Workplace Benefits Implementation and Enrollment Coordinator

Trove Group is seeking an organized, proactive, client-focused professional to coordinate new employer benefit cases from a verbal commitment through implementation, employee enrollment, and the post-enrollment review.

This individual will serve as the central point of coordination between the employer, referring agent or broker, Workplace Growth Manager, enrollment team, technology partners, carriers, and third-party administrators. They will turn a successful sale into a clear implementation plan, keep everyone accountable to deadlines, and help deliver a smooth experience for employers and employees.

The role supports ICHRA and other workplace benefit solutions, including voluntary benefits.

Primary Duties and Responsibilities

1. Own the case handoff after the verbal win

• Conduct an internal handoff with the Workplace Growth Manager and agent or broker to confirm the employer’s goals, selected benefits, proposed effective date, and commitments made during the sale.
• Identify outstanding decisions, required agreements, missing information, and potential obstacles.
• Establish a case checklist, timeline, and assigned responsibilities.
• Maintain accurate case information and progress updates in Trove’s designated systems.

2. Lead employer implementation and planning

• Schedule and coordinate the employer kickoff meeting.
• Explain the implementation process, required information, important deadlines, and employer responsibilities.
• Collect and validate employee census information and coordinate confirmation of eligibility, employer contributions, payroll schedules, and benefit selections.
• Coordinate required agreements and documentation with the appropriate internal teams and partners.
• Develop an enrollment plan that fits the employer’s workforce, locations, shifts, and communication needs.

3. Coordinate technology and partner readiness

• Coordinate enrollment platform setup and review case details for accuracy.
• Work with technology partners, carriers, and administrators to resolve setup issues.
• Coordinate payroll deduction and employer funding requirements with the appropriate parties.
• Confirm the case is ready before enrollment begins and escalate unresolved items that could affect launch.

4. Organize employee communication and enrollment

• Coordinate employee announcements, educational materials, benefit meetings, and enrollment instructions.
• Schedule licensed enrollment professionals and confirm staffing, access, and meeting logistics.
• Track enrollment progress, employee follow-up needs, and approaching deadlines.
• Help employees reach the appropriate resource for benefit questions, technical support, or enrollment assistance.
• Keep the employer, broker, and sales team informed throughout the enrollment period.

5. Coordinate enrollment closeout

• Track application submission and coverage status with the responsible partners.
• Coordinate resolution of incomplete applications, missing documentation, enrollment discrepancies, and other outstanding items.
• Arrange delivery and review of enrollment summaries and payroll deduction information.
• Coordinate confirmation of employer funding, initial premium payment requirements, and effective dates.
• Document unresolved issues with a clear owner and completion deadline.

6. Lead the post-enrollment review and service handoff

• Schedule a post-enrollment meeting with the employer and appropriate internal stakeholders.
• Review participation, implementation results, payroll and billing questions, and outstanding issues.
• Confirm the employer understands ongoing responsibilities and how to request support.
• Provide the ongoing service team with complete case documentation, contacts, commitments, and open items.
• Capture feedback and recommend improvements for future implementations.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Required Experience and Education

• 5 years of experience in employee benefits, insurance operations, client implementation, enrollment coordination, or project coordination.
• Strong organization skills and the ability to manage multiple cases and competing deadlines.
• Clear, professional communication with employers, brokers, employees, and internal teams.
• Strong attention to detail when reviewing census data, enrollment records, and case documentation.
• Comfort using CRM systems, spreadsheets, enrollment platforms, and virtual meeting tools.
• Ability to anticipate problems, follow through independently, and escalate issues promptly.
• Experience with ICHRA, ACA coverage, voluntary benefits, Employee Navigator, or third-party administrators preferred.
• Life and health insurance license required ensure.

License and Certification:

• Life and Health Ins License

Pay Transparency

The base pay for this role in the St. Louis Park office is: $31.24 - $39.05 per hour. You are also eligible for employee benefits medical, dental, vision, life, and participation in the company 401(k) plan. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience.