Onboarding Specialist

Apply for the Benefits Onboarding Specialist role at Bankers Financial Corporation

Decision

HR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry‑leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker’s compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue‑producing activities.

Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long‑term employees.

• Collaboration
  : working together is critical to achieving organizational goals.
• Innovation
  : growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.
• Performance
  : we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.
• Social Responsibility
  : we place charity and volunteer work at the core of our organization.
• Trust
  : we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.’

• Acting with the highest level of honesty, trust, character, and transparency.
• Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day.
• Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.
• Approaching every challenge with creative energy, discovering unique solutions to maximize success; focus on creating and delivering compelling customer value.
• Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.

Work directly with the Benefits Implementation Manager on day‑to‑day tasks. Responsible for handling and overseeing the sales proposal process. Responsible for having in‑depth product knowledge of all products offered through Decision

HR. Work with your team to ensure excellent product delivery. Product specialists perform product demonstrations to customers and other stakeholders and assist in their promotions and product releases. As the benefits implementation specialist, you would be responsible for training team members and other departments.

Benefits Onboarding specialist works directly with Implementation Specialists, Sales, Human Resources, and Account Management Teams to onboard new clients and deliver client renewals. Benefits Implementation Specialist will define and document customer requirements, assist in executing all tasks, collaborate with stakeholders, and partner with clients to ensure the flawless setup of products and services. As a specialist, you will be part of the RFP process, proposal, client setup, renewal, and renewal delivery, and will make and train team members to make presentations to client management about our products and onboarding processes.

Once a group is onboarded, the specialists are responsible for overseeing that new members are adequately being delivered enrollments in a timely manner. The ideal candidate has an eye for detail, is proficient at managing timelines, client‑centric, and ensures projects are completed on time and in scope.

• Oversee and perform the delivery of client renewals
• Supports and collaborates with Sales for successful client onboarding and renewal
• Serves as the primary point of contact and advocate for new clients and renewals during the implementation phase
• Conduct new client Open Enrollment meetings
• Assist sales when needed with the delivery of benefits products during the sales process
• Drive progress of implementation across numerous teams
• Facilitates client setups through DHR software
• Create and manage project plans, timeline trackers, and other standard implementation management documentation
• Gain a granular understanding of a new client’s business needs, establishing and documenting…