高级福利专员
Senior Benefits Specialist
Melita 是美国中小型雇主值得信赖的人力资源、福利和薪酬外包合作伙伴。30 多年来,我们一直秉持一个简单而持久的原则:通过创新、服务和支撑客户的HR、福利和薪酬需求,帮助客户取得成功。我们坚持高标准的诚信,把客户的成功当作自己的成功来庆祝,并以一套共享的价值观指导每一段关系的建立。
职位概述
高级福利专员是 Melita 福利管理服务中的关键客户服务平台负责人,负责监督所有保障范围的员工福利计划的执行和持续管理。与福利顾问合作,该职位支持客户续约策略讨论,并负责续约后的实施和服务交付。职责包括领导开放注册项目管理,执行续约决定,协调计划和注册变更,并作为客户、保险公司和供应商合作伙伴的主要日常联系人,确保高质量的客户体验。
该职位结合了深厚的福利管理专业知识,能够预判客户需求,独立处理与保险公司和合规情况相关的复杂问题,并通过非正式的导师指导提升团队能力。
汇报关系与范围
- 汇报对象:福利服务经理
- 跨职能合作伙伴:福利顾问、福利支持、合规部门以及外部保险公司和代理机构合作伙伴
- 客户组合:服务 20-30 家客户,涵盖从小型到大型企业雇主,包括完全保险、固定费用和自保计划,以及更多复杂和战略性的客户
核心职责
- 作为客户在计划管理、账单查询和升级服务问题方面的主要联系人,与 Melita 的员工支持倡导团队合作,解决员工层面的问题。
- 通过提供主动服务和战略支持,建立并维护与客户的良好关系,帮助客户成功管理其福利计划。
- 作为客户、保险公司和供应商之间的主要联络人,管理日常关系并确保及时解决问题。
- 协调客户和保险公司进行政策实施、计划变更和终止,执行续约决定,同时管理 enr
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Melita is a trusted HR, Benefits, and Payroll outsourcing partner to small and mid-sized employers across the U.S. For over 30 years, we have operated on a simple but enduring principle: help our clients succeed by innovating, serving, and supporting their HR, Benefits, and Payroll needs. We hold ourselves to a high standard of integrity, celebrate our clients’ wins as our own, and live by a set of shared values that guide every relationship we build.
Position Summary
The Senior Benefits Specialist serves as a key client service lead within Melita’s benefits administration service, overseeing the execution and ongoing management of employee benefits programs across all lines of coverage. In partnership with the Benefits Advisor, this role supports client renewal strategy discussions and assumes ownership of post-renewal implementation and service delivery. Responsibilities include leading Open Enrollment project management, executing renewal decisions, coordinating plan and enrollment changes, and serving as the primary day-to-day contact for clients, carriers, and vendor partners to ensure a high-quality client experience.
This role combines deep benefits administration expertise with the ability to anticipate client needs, navigate complex issues with carriers and compliance situations independently, and elevates the team through informal mentorship of Benefits Specialists.
Reporting and Scope
- Reports to: Benefits Services Manager
- Cross-functional partners: Benefits Advisors, Benefits Support, Compliance, and external carrier and general agency partners
- Client portfolio: Service 20-30 clients ranging in size from small to large group employers, including fully insured, level funded, and self-funded plans, with more complex and strategic accounts
Core Responsibilities
- Serve as the primary point of contact for clients regarding plan administration, billing inquiries, and escalated service issues, partnering with Melita’s Employee Support Advocacy team to resolve employee-level concerns.
- Build and maintain strong client relationships by delivering proactive service and strategic support that helps clients successfully manage their benefits programs.
- Serve as the primary liaison between clients, carriers, and vendors, managing day-to-day relationships and ensuring timely issue resolution.
- Execute renewal decisions by coordinating with clients and carriers on policy implementations, plan changes, and terminations while managing enrollment updates for existing policies.
- Lead and project manage Open Enrollment, including OE communication materials, scheduling and conducting OE meetings, coordinating benefit technology updates, and overseeing enrollment submissions with internal support teams.
- Onboard new clients onto Melita’s benefits services, including first-time benefits setups and Broker of Record (BOR) transitions from another firm.
- Demonstrate strong knowledge of benefit regulations and ensure client compliance with local, state, and federal legislation, including preparation of required notices and filings.
- Collaborate with the department manager to identify problems and develop solutions to ensure smooth workflows and alignment of the team.
- Mentor Benefits Specialists and share best practices across the teams.
- Partner with the Employee Services Manager create knowledge articles to expand benefits reference materials for Employee Support Advocacy.
Required Qualifications
- Bachelor’s Degree or equivalent combination of education and experience.
- Five (5) or more years related work experience.
- Active Life, Accident and Health Producer License, or willingness and ability to obtain licensing in the relevant states within a defined onboarding period.
- Must continue to meet Continuing Education requirements for license renewal.
- Advanced employee benefits expertise across small and large group markets, including medical, dental, vision, life, disability, voluntary, and ancillary offerings, with comprehensive knowledge of multi-state benefits regulations and market practices
- Experience utilizing benefits administration and HRIS systems (e.g. ADP, Employee Navigator, Paylocity, Rippling)
- Advanced skillset in Microsoft Office Suite.
- Excellent problem solving and time management skills.
- Exceptional client-facing communication skills
- Ability to work within a team and to foster teamwork.
Melita is an employees-first organization where you will join a team that is passionate about elevating the impact of HR. We are an unbiased advisor to our clients (we do not accept insurance commissions), we invest heavily in technology and AI to improve our craft, and we are growing as part of the Allvia / Trinity Hunt Partners platform. This role offers the chance to do meaningful, high-quality client work, build deep benefits expertise, and have a direct impact on how Melita serves clients across the country.
Originally posted on Himalayas