Transition Support Services Specialist, Benefits Implementation

Job Summary:

As a Transition Support Service Specialist, you will serve a crucial role in supporting new, upgrading, transitioning, and offboarding customers throughout these transitional moments in their customer lifecycle with TriNet HR Platform. This role is specifically responsible for configuring TriNet HR Platform customers’ benefits details within their account, including troubleshooting, testing, QA, and delivery of completed benefits implementations. This position partners closely with Implementation Managers to collect information, determine timelines, and provide high quality deliverables.

Essential Duties/Responsibilities:

 Document Collection: collecting all necessary documents related to customer group employee benefits policies

including policy documents and employee/dependent data.

 Data Entry/Configuration: accurately entering collected data and configuration settings into the TriNet HR

Platform

 Testing: conducting thorough testing to ensure costs are calculated correctly and that all data is translated

through the system properly. Identifying any issues, bugs, or cost discrepancies and routing to the appropriate

team for resolution.

 Quality Assurance: performing quality checks on data entered by other members of the team for accuracy and

consistency. Providing feedback to those team members and working with them to resolve and prevent

additional errors. This role may be pulled in on other Transition Support Services quality assurance initiatives

non-specific to Benefits Implementation as bandwidth allows/the business requires.

 Documentation: maintaining detailed documentation of all processes and procedures; keeping records of issues

and challenges encountered and corresponding resolution steps

 Collaboration: collaborating with Implementation Managers, other members of the Implementation Project

Team, as well as cross-functionally to ensure smooth data transfer and system integration and a stellar customer

experience

 Continuous Improvement: staying up to date with industry trends and changes, new technologies related to

data integration management; identifying opportunities for process improvement, efficiency enhancement, and

your own professional development.

 Executing on other business-critical departmental objectives as directed by leadership.

Qualifications:

 Education: Bachelor’s Degree or equivalent experience preferred

 Work Experience: 2-4 years working in a related position/industry.

Knowledge, Skills, & Abilities:

 US Group Health and Life Insurance domain knowledge and experience including ability to read and interpret

common policy documents, SBCs, invoices, etc.

 Technical expertise including knowledge of system implementation methodologies, database management, data

migration, system configuration, integrations, and reporting capabilities.

 Excellent communication skills to effectively communicate project updates, address concerns, manage

expectations, and provide training and support to relevant stakeholders.

 Problem-solving and troubleshooting including analyzing problems and technical issues, proposing solutions,

and providing recommendations on the most optimal solutions to implement.

 Attention to detail; analytical thinking.