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 emp
Additional Information
Why UKG:
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.
We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you.
Job Summary:
The Sr Benefits Client Specialist (Benefits Services Partner) supports day-to-day benefits administration for our portfolio of Managed Services Benefits customers. You'll focus on accurate execution of benefits tasks, maintaining case/work 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
Ukg · Pune, India