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，将客户的成功视为自己的成功，并以一套共享价值观指导每一段关系的建立。
Melita 是一家以员工为先的组织，您将加入一个致力于提升 HR 影响力的团队。我们是客户的无偏见顾问（不接受保险佣金），我们大力投资于技术和人工智能以提升我们的专业能力，并作为 Allvia / Trinity Hunt Partners 平台的一部分不断成长。该职位提供了参与有意义、高质量客户工作的机会，建立深厚的福利专业知识，并直接影响 Melita 在全国范围内为客户服务的方式。
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，并承担续约后的实施和服务交付责任。职责包括领导开放报名项目管理，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，确保优质的客户体验。
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的复杂问题，并通过非正式的导师方式提升团队水平。
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总代理合作伙伴
- 客户组合：服务 20-30 家客户，涵盖从小型到大型企业雇主，包括全保、定额资助和自筹资金计划，其中包含更多复杂和战略性的客户账户
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 的员工合作
查看英文原文
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.
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.
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.