Solutions Architect - Hybrid (Berwyn, PA.)

Summary: 

The Solutions Architect works strategically with the Account Manager and Client to advise, implement and update client benefit administrative system(s). This position focuses on building working relationships with various benefit administration vendors. 

Essential Duties and Responsibilities (include but are not limited to): 

• Advise on internal solutions (i.e., Employee Navigator, Zenefits, PlanSource, Ease) and facilitate demos with vendors as needed. 

• Partner with clients, sales team, and the Client Experience Team on new system implementations to drive process and hold all parties to timelines. 

• Assist clients with implementation tasks as needed / requested. Involvement can vary by client. 

• Partner with the Client Experience Team, sales, and client on existing system updates (i.e., open enrollment plan/rate updates, new plan build out, EDI connectivity, enrollment profiles, EDI file maintenance/discrepancies). 

• Builds out benefit plans, rates, enrollment profiles, and resource library in benefit administration system (for renewal and possibly implementation). Involvement can vary by client. 

• Conduct system review calls with client and the Client Experience Team to obtain client final sign-off on build and accuracy before opening system up for employee access. 

• Manages system update timeline expectations with client and the Client Experience Team, to ensure open enrollment dates align with system completion and review. 

• Initiate API/EDI Feed build out with vendor and carrier for any new plans / carriers and drive process to completion (live EDI feeds) with weekly updates. 

• Assist with resolving API/EDI feed discrepancies and “kick-back” reports from carrier/vendor. 

• Participate in client “technology discovery conversations” with the Client Experience Team as necessary.  

• Provide on-going training to clients, the Client Experience Team and sales.   

• Advise regarding available carrier subsidies to help offset client cost of system when applicable. 

Qualifications, Skills and Requirements:  

• Ability to establish and maintain collaborative working relationships with others of all levels 

• Ability to work with clients and internal teams at a strategic level 

• Strong attention to detail 

• Creative mindset and technologically savvy  

• High energy, enthusiastic individual with the ability to thrive in fast-paced production environment 

• Must be self-motivated, flexible and disciplined  

• Ability to work independently as well as in team environment 

• Excellent communication and presentation skills 

• Strong organizational skills 

• Proficient with Microsoft Office products and carrier websites 

Education, Training and Experience:  

• Valid Life and Health License is preferred, but not required 

• Must have a proven track record in customer service 

• Experience in the Insurance / Employee Benefits industry is highly desirable 

• 1 – 3 years of experience, 3+ years preferred 

• Bachelor’s Degree or 3+ years’ applicable job experience, required  

• Experience with Benefit Administration Systems preferred 
   

Other: 

To perform the job successfully, an individual should demonstrate the following competencies: 

Oral & Written Communication – Speaks and writes clearly; Listens and gets clarification; Responds well to questions; Edits work for spelling and grammar 

Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service 

Team Work – Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone’s efforts to succeed 

Accountability – Takes responsibility for performance results – good or bad; Ownership of projects, processes, and problems 

Quality – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality 

Dependability – Follows instructions; Responds to management direction; Keeps commitments; Commits to extra hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan 

Judgement – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions