Implementation Specialist, Bswift

Alera Group

Chicago, Illinois(remote)

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JOB DETAILS

SKILLS

Acceptance Testing, Analysis Skills, Automation, Best Practices, Brokerage, Business Support, Compensation and Benefits, Competitive Analysis/Strategy, Customer Experience, Customer Training, Customer/Client Research, Data Management, Data Quality, Data Sets, Demographics, Detail Oriented, Documentation, Electronic Data Interchange (EDI), Employee Benefits, Establish Priorities, Meeting Minutes, Mentoring, Problem Solving Skills, Process Improvement, Quality Assurance, Reporting Dashboards, Requirements Management, Risk Management, Service Delivery, System Test, Systems Administration/Management, Systems Analysis, Team Player, Test Case, Test Requirements, Test Scenario, Testing, Time Management, Training/Teaching

LOCATION

Chicago, Illinois

POSTED

7 days ago

OVERVIEW

Implementation Specialist, Bswift
Location: Remote

At Alera Group, our Employee Benefits team helps organizations attract, retain, and engage their workforce through thoughtful, compliant, and competitive benefits strategies. We're seeking an Implementation Specialist, Bswift who will contribute to delivering proactive service, strategic guidance, and an exceptional client experience.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

Make an Impact: Your work supports businesses and individuals in protecting what matters most.
Grow With Us: We invest in development, mentorship, and long-term career growth.
The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
National Strength. Local Heart: Scale, resources, and expertise - with relationships that feel personal.

RESPONSIBILITIES

Position Summary:

The Implementation Specialist, bswift, is responsible for leading new client implementations, ensuring a smooth and accurate transition onto the bswift benefits administration platform. This role is instrumental in setting clients up for long-term success by ensuring accurate system configuration, data integrity, and user training.

Working closely with the Client Success Manager (CSM), the Implementation Specialist gathers requirements, configures the system, performs quality assurance (QA) testing, and educates clients on best practices. The role requires strong attention to detail, analytical thinking, and problem-solving skills to ensure implementations are delivered accurately and on time.

Responsibilities:
Requirements Gathering & Planning
Owns the implementation process, leading requirements gathering to ensure client needs are fully documented and met with precision. Documents plan details, eligibility rules, and system configurations. Organizes and prioritizes implementation tasks based on project timelines. Ensures all documentation and meeting notes are properly maintained.

System Configuration & Setup
Configures the bswift platform to align with client requirements, including benefit plans, rates, rules, alerts, reporting, login pages, employee homepages, admin dashboards, and add-on modules. Ensures full system setup excluding EDI feeds.

Data Imports & Integrity
Manages initial data loads for demographic and benefit election data. Sets up automated inbound demographic imports and validates data from external sources. Ensures data accuracy and integrity to prevent errors post-launch.

Quality Assurance (QA) & Testing
Conducts pre-go-live system testing, analyzing implementation documents to confirm system setup meets client requirements. Performs test-case scenarios and QA validation to identify and correct configuration issues before site launch. Prepares the system for User Acceptance Testing (UAT) and guides stakeholders through the process.

Client Education & Risk Management
Anticipates and mitigates risks, proactively resolving implementation challenges before they impact the client experience. Educates clients on best practices and system functionality. Delivers comprehensive training for HR administrators and brokers, ensuring platform adoption and self-sufficiency post-go-live. Communicates system capabilities and limitations to manage expectations.

Client Communication & Support During Implementation
Responds to all client inquiries, issues, and requests in a timely manner. Maintains accountability and follows through on deliverables. Serves as the main point of contact throughout implementation, ensuring client needs are met.

Transition to Client Success Team
After go-live, ensures a seamless handoff to the Client Success Team. Provides detailed documentation of system setup, client requirements, and outstanding tasks to facilitate ongoing support. Does not serve as a point of contact after transition.

Process Improvement & Collaboration
Continuously evaluates and enhances implementation processes to drive efficiency, automation, and accuracy. Collabora

About the Company

Alera Group

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