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bswift

Full-service benefits administration for employers

Discovery Implementation Manager

Project ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree in business administration or a related field is required.
  • At least 5 years of client relationship, consulting, and implementation experience is required.
  • Current or previous experience with benefits and implementation processes and methods is required.
  • Strong written and verbal communication with internal, external, technical, and non-technical team members is required.
  • A proven track record of developing and maintaining strong relationships with clients and brokers is required.
  • A strong customer service orientation is required.
  • High productivity, reliability, responsibility, attendance, dependability, organization, and accuracy or thoroughness are required.
  • The ability to work independently and as part of a team is required.
  • The ability to make timely decisions in an ambiguous, fast-paced environment is required.
  • The ability to quickly sort through complex subject material is required.
  • Strong problem-solving skills are required.
  • The ability to take initiative, meet challenges with resourcefulness and innovative approaches, and maintain a high level of quality is required.
  • Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and providing data summaries, is required.
  • Working knowledge of other Microsoft Office products is required.
  • Willingness to travel as needed is required.

Responsibilities

  • Lead and project-manage the discovery process for Health and Welfare new-client implementations to achieve individual, team, and company goals.
  • Lead the team and client in defining and documenting requirements by reviewing source documents, including Legal Plan Documents, Summary Plan Descriptions, and Human Resource Materials; identify relevant plan-administration information and enter it into the requirements format.
  • Document benefits class matrices, plan-requirements templates, rates, permissions, field options, site text, demographic and benefit data import files, and vendor and payroll file exports as required.
  • Proactively consult clients on best practices and serve as a subject matter expert on system and process changes needed to achieve client goals.
  • Research and recommend system enhancements based on client needs, and assist in developing enhancement specifications with product managers and developers.
  • Lead implementation kick-off meetings, requirements-gathering and review meetings, and other client meetings during implementation.
  • Identify and mitigate project and staffing risks proactively and escalate them when appropriate.
  • Manage timelines with other implementation staff and clients.
  • Work with other organizational teams to ensure that requirements for all in-scope services are collected and finalized.
  • Manage client expectations, anticipate potential issues, communicate turnaround times, and escalate changes to scope or services.
  • Stay current with industry trends and developments and recommend changes to the company’s client-service approach as needed.
  • Develop and implement strategies to improve client and broker satisfaction.
  • Assist with sales and marketing efforts as needed.
  • Coach and mentor others.

About the Company

bswift

Full-service benefits administration for employers

bswift provides comprehensive benefits administration and HR payroll services for employers across the United States. It acts as a full-service partner to manage employee benefits programs, from enrollment and ongoing administration to payroll-related tasks. The product offering is delivered through virtual, cloud-based processes and can be charged via subscription-based fees or per-employee-per-month arrangements, with many services accessible remotely to fit virtual work environments. Compared to competitors, bswift emphasizes end-to-end benefits administration, a broad client base (from small businesses to large corporations), and a strong focus on client engagement and thought leadership—hosting virtual events and sharing practical resources to help clients navigate benefits. The company’s goal is to help employers uncover the true value of their benefits programs and administer them smoothly and efficiently, reducing complexity and administrative burden for HR teams.

Company size
1,001-5,000
Company stage
Growth Equity (Venture Capital)
Total funding
$51M
Headquarters
Chicago, IL
Founded
1996

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