Sr Benefits Client Specialist

logs, and coordinating with internal/external teams. You communicate clearly with customers, translate technical concepts for non-technical users, and follow proactive engagement routines established for your book of business. The Managed Services - Benefits team offers UKG customers a more personalized and high-touch experience. We become an extension of our customer's team, providing guidance and support, offering strategic insights and best practices to ensure their benefits program delivers on organizational goals. By efficiently managing administrative tasks, we relieve the strain on HR resources, enhancing employee experience and enabling customers to attract and retain top talent.

Primary/ Essential Duties and Key Responsibilities:

• Supporting a defined portfolio of customers as a consistent point of contact; coordinating routine tasks and timelines.
• Managing administrative activities for medical, dental, vision, FSA/HSA/HRA, life, disability, and voluntary plans following established procedures.
• Executing benefits administration activities; triaging issues and escalating complex items for guidance; assisting with root-cause follow-ups.
• Referencing plan documents/SOPs to answer questions; elevating ambiguous interpretations for review.
• Project-managing annual benefits enrollment tasks for assigned customers (configuration, testing, communications, and acceptance)
• Following compliance processes aligned to federal/state requirements and escalating compliance questions.
• Preparing meeting notes, status updates, and ticket documentation; partnering with brokers/vendors as requested by the customer team.
• Attend and/or lead recurring service calls, Monthly/ Quarterly business reviews (MBR/QBR), and project debrief for assigned customers
• Support with automation and transformation projects
• Should be able to demonstrate ability to coach/mentor/guide the team
• Demonstrate strong Customer Relations with internal and external stakeholders by establishing and maintaining exceptional business relationships and working collaboratively
• Maintaining customer process documentation and personal time tracking in line with departmental protocols
• Demonstrated attention to detail (capturing action items, maintaining accurate records, setting expectations in escalations).

Qualification:
• 7+ years of relevant work experience in U.S. Benefits teams in customer facing environments.
• Working knowledge of employee life-cycle U.S. Benefits Administration, ACA, related regulations, ERISA guidelines, and HIPAA Compliance
• 3+ years of Customer Success/Customer Relationship Management experience.
• Strong Organizational, problem-solving, and analytical skills.
• Ability to manage priorities and workflow in a fast-paced, dynamic environment.
• Excellent communication, interpersonal, and follow-up skills are critical for success.
• Ability to appropriately set and manage expectations with customers.
• Ability to provide consulting services with customers to ensure the appropriate outcomes are achieved.
• Ability to work in US shifts

Preferred Qualifications:

• Experience with PlanSource and/or UKG Pro or other HCM benefits administration solutions
• Working knowledge of EDI configurations is desirable
• Experience with UKG Pro Benefits Administration systems (Desirable).
• Proficient using the Microsoft Office Suite of software to include Outlook, Word, and Excel.

Interpersonal Skills:
• Excellent written and verbal communication skills
• Self-starter who is motivated to succeed
• Excellent customer service skills
• Ability to handle multiple tasks under stringent timelines
• Highly motivated and team oriented

Education/Certification/License:
• Bachelor's degree in business, Accounting, Commerce, Computer Science or a related field or equivalent work experience will be considered

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

UKG is proud to be an equal opportunity employer and is committed to promoting diversity and inclusion in the workplace, including the recruitment process.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected]