Implementation Project Manager

Why Work Here?

“Great culture, growth potential, plenty of employee perks , instructor led stretch breaks, car-wash service, casual environment.”

TRI-AD

Who We Are…

Our culture is unique and exemplary. Our Associates are expected to grow and thrive, to act with

kindness and respect for themselves and others, and to hold themselves to the highest standards of quality service. We have a family-based culture and genuinely care for each other’s success. Our Associates and clients develop long-term relationships as evidenced by our large number of clients with tenure of 20 years or more and by low Associate turnover.

We believe in challenging our Associates, because when they excel, the company benefits. And when the company benefits, the employees reap more rewards. It’s a self-sustaining cycle of excellence and it creates a culture that maximizes both work and fun.

What we do…

TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for more than 40 years, TRI-AD’s hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a cookie cutter benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients…not the other way around. TRI-AD’s one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.

What we offer…

TRI-AD offers many benefits and perks to its associates. We believe strongly in nurturing great associates and we offer opportunities for achievements and upwards growth. TRI-AD offers competitive health benefits as well as a retirement option, company events and contests, stretching classes, identity protection membership, casual working environment, flexible schedules for some positions, discounts on local events and more!

1. General Scope

The Health & Welfare (H&W) Administration Implementation Manager is primarily responsible for the efficient and effective Onboarding of all new TRI-AD clients for full Benefits Administration (enrollment, eligibility, call center, etc.), as well as other ancillary services including reimbursement accounts (FSA, HSA, HRA and Commuter) COBRA and Direct Bill. The H&W Administration Implementation Manager will work closely with the sales team to assist in qualifying opportunities, gathering and documenting requirements, and potentially assisting in demos, presentations, etc. Post-sale, the Implementation Manager will work closely with the client and internal support teams (along with any carriers, vendors, etc.) to develop and manage a project plan and timeline that will deliver successful outcomes. The Implementation Manager will be asked to build upon and/or develop internal processes that will ensure consistent, high-quality outcomes.

2. Essential Duties & Responsibilities

General

• Provide support to sales/marketing team in responding to RFPs and/or presenting to prospects
• Manage overall implementation project for new clients and new services
• Create and update project plan, timeline and any other deliverables
• Support Client Service Managers (CSMs) as needed when meeting with clients to provide technical benefits and systems consulting support
• Work collaboratively with internal teams to ensure successful system and process configuration
• Coordinate all new vendor setups
• Identify and implement process improvements across the H&W team to ensure consistent, efficient service delivery
• Escalate client and vendor issues to appropriate internal resources as needed
• Coordinate and facilitate a successful warm hand-off to Client Services once implementation is completed
• Assess, scope and price unique and/or non-standard client requests during implementation
• Actively participate in process improvement and QA activities
• Provide training for new clients, assist in training existing clients, and internal associates on system functionality
• Backup other H&W Associates when needed
• Perform any other task as required

  Technical

• Serve as the subject matter expert on the underlying technologies that support our services
• Provide first-line support for system configuration and performance issues
• Demonstrate the ability to use detailed technical knowledge in working with clients and their vendors to determine their needs and influence decisions and outcomes
• Manage client technical issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives
• Assist with system design and development by creating user requirements for system enhancements

  Client & Project Management

• Manage projects to ensure efficient and effective outcomes
• Serve as project manager for application enhancements, new products, and data /file implementations
• Assist in the configuration and QA of all underlying record-keeping systems
• Lead the technical components of the requirements gathering and system design processes for system changes
• Coordinate and provide support to the IT team on requirements for incoming demographic files and outgoing payroll and carrier files
• Participate in new system requirements, design, development support, and testing

  Personnel Management

• N/A

  Physical Demands

• While performing the duties of this job, associate is regularly required to use hands and fingers to handle, feel or operate objects, tools or controls, and to reach with hands and arms. Associate is frequently required to stand, talk and hear
• Lift 20 pounds
• Additional hours may be required during peak periods
• Travel may be required up to 20% of the time

3. Minimum Requirements

Education

• Bachelor’s degree or equivalent experience accepted.

  Experience

• Minimum of 5 years experience in a Health and Welfare environment (e.g., a Benefits Administration vendor, insurance carrier, corporate benefits department, etc.). Specific experience with Benefits Administration (eligibility and enrollment), reimbursement plans (FSA, DCA, HRA, HSA etc), or continuation of benefits plans (COBRA, LOA, Retiree, Direct Bill) is desired
• Specific implementation experience is desired
• Experience building and managing to a project plan

  License/Certification

• CEBS or other applicable industry certifications are a plus

  Skills/Abilities

• Effective Writing: Ability to craft a succinct response that addresses simple to complex inquiries in a tone that is appropriate for the intended audience, using proper organization, phrasing and grammar
• Exceptional Attention to Detail: Ability to concentrate on the minutiae that make up a larger job or issues. View and enter detailed data accurately, spot inconsistencies or patterns that may contribute to a bigger picture, sift through noise or non-relevant data to isolate an issue, perform all tasks at an exceedingly high rate of accuracy
• Exceptional Time Management: Executing the proper planning and control over the amount of time spent on specific activities including effective prioritization skills, ability to recognize what is important, understand the difference between urgent and important and avoid becoming overwhelmed in order to meet participant or client expectations. Ability to consistently meet deadlines and/or communicate challenges early to re-prioritize tasks and/or deploy additional resources as necessary
• Effective Delivery of Varied Communication Styles: Ability to understand your own natural style and adapt that style to varied communication styles of others to ensure effective communication occurs
• Adaptability and Flexibility to Work in Teams or Independently: Ability to work interdependently, requiring you to communicate well and often and/or recognize each member of the team for their important contributions to meet the common goal or deadline and are 100% accountable for each other’s contributions, supporting differing viewpoints. Taking initiative and working independently when needed, working at a pace that is sustainable with self-monitoring and self-correcting to meet objectives and deadlines, taking full ownership of outcomes
• Intermediate Level Excel Skills: Ability to create spreadsheets, enter basic formulas (e.g. Vlookup, pivot tables), modify print functions, sort and filter data and save/rename files
• Project Management Skills: Ability to lead a multi person project from start to finish, including implementation of new clients
• Problem solving skills: Ability to evaluate a situation/issue and determine a strategy for resolution
• Ability to multi-task and work on several projects simultaneously while working under pressure to meet deadlines.
• Excellent planning and organizational skills