Benefits Enrollment Specialist

Description

The Benefits Enrollment Specialist serves as a primary consultant, trainer, and client liaison for benefits enrollment solutions within School ERP Pro, powered by Infinite Visions. The role supports the Insurance Tracking module, Employee Access Benefits Enrollment module, HIPAA 834 files, enrollment reporting, and the Third Party Administrator (TPA) Interface module. The specialist supports both clients enrolled in the Benefits Enrollment Annual Service Package and clients receiving billable services. This role leads implementation and annual enrollment activities, translates client and carrier requirements into effective system configurations, provides training and consulting, and works across Professional Services, Product,  Development, Support, Sales, Insurance Carriers, and Third-Party Administrators.  

Responsibilities  

• Implementation and Project Delivery  
  • Analyze client information, business processes, and special considerations that may affect implementation or annual enrollment activities.  
  • Configure Insurance Tracking and related benefits enrollment functionality based on documented client requirements.  
  • Develop and maintain implementation plans, milestones, and timelines in partnership with clients and project stakeholders.  
  • Review initial configuration, communicate recommended setup, and prepare clients for testing and go-live.  
  • Test and implement software functionality for new and existing clients.  
  • Identify project risks, obstacles, and dependencies, and coordinate resolution before go-live.  
  • Report implementation status, risks, and product issues to the appropriate Project Manager.  
• Client Consulting, Training, and Support  
  • Serve as the primary consultant and point of contact for assigned Benefits Enrollment Annual Service Package clients and billable engagements.  
  • Train users on system configuration, enrollment processes, ongoing maintenance, and administrative responsibilities.  
  • Deliver virtual Benefits Enrollment training and follow-up training for new and existing clients.  
  • Prepare and maintain client-facing training materials and supporting documentation.  
  • Consult with existing clients on annual Insurance Tracking and benefits enrollment changes.  
  • Develop and communicate practical solutions and workarounds when standard functionality does not fully address a client need.  
  • Handle sensitive client situations professionally and coordinate timely follow-up.  
• Carrier, TPA, and Enrollment File Management  
  • Research and interpret enrollment requirements from insurance carriers and third-party administrators.  
  • Partner with clients, carriers (with client present), product, and development to support accurate HIPAA 834 files and other enrollment reporting.  
  • Validate reporting outcomes and help ensure HIPAA 834 standards and documented carrier requirements are met.  
  • Monitor and communicate changes in carrier, TPA, and enrollment reporting requirements.  
  • Maintain working knowledge of applicable HIPAA 834 standards and benefits enrollment requirements.  
• Product Collaboration and Escalation  
  • Identify and analyze application issues.  
  • Assist Development with testing product enhancements and fixes before client release.  
  • Work closely with Product Analysts, Project Managers, and other internal partners.  
• Sales and Organizational Support  
  • Assist Sales with benefits-related questions and product demonstrations for Benefits Enrollment and the TPA Interface module.  

Qualifications  

• Bachelor's degree in a relevant field or an equivalent combination of education and professional experience.  
• At least three years of experience in benefits or insurance administration, software implementation, product consulting,  
• software support, Human Resources, Payroll, or related field.  

Preferred Qualifications  

• Experience with Tyler Technologies products.  
• Experience implementing, developing, testing, or supporting HIPAA 834 enrollment files.  
• Experience working with insurance carriers or third-party administrators.  
• Experience with software implementation, client training, or benefits enrollment administration.  
• Knowledge, Skills, and Abilities  
• Validate and document product modification requests and provide recommendations for product review.  
• Ability to learn and apply complex technical and functional information.  
• Strong analytical, troubleshooting, and logical problem-solving skills.  
• Excellent written, verbal, training, and client communication skills.  
• Working knowledge of software implementation and development processes.  
• Ability to manage multiple client priorities, deadlines, and deliverables.  
• Ability to work effectively with clients and colleagues at all organizational levels.  
• Sound judgment and professionalism when handling sensitive client situations and confidential benefits information.  
• Proficiency with computers, business applications, information technology, and accurate data entry.  
• Some travel may be required