Lead the full onboarding lifecycle for new Employee Benefits customers, ensuring accurate case setup and a positive overall experience.
Gather, validate, and submit sold‑case information through Salesforce and other intake channels.
Guide customers through contract review, billing setup, and use of online service tools.
Provide ongoing post‑implementation support to clients and brokers, addressing questions and needs as they arise.
Research and resolve customer inquiries of varying complexity by partnering with internal teams, while contributing to continuous improvement, team training, and best‑practice development.

High school diploma or equivalent.
1–3 years of experience in benefits administration, new case management, enrollment technology, or direct client‑facing work with brokers/producers or HR leadership.
Experience managing multiple projects simultaneously in a fast‑paced environment.
Strong executive presence with the ability to communicate confidently with senior HR leaders and external partners.
Strong communication skills with comfort interacting via phone, email, and virtual meetings.
Voluntary benefits or employee benefits experience.
Experience using Salesforce or similar CRM tools.
Ability to mentor peers and support team training.
Familiarity with continuous improvement practices.

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools

Implementation Manager I – Voluntary Benefits

Key skills