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Haylor, Freyer & Coon
USD 62k-67k / year
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.
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.
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.
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. Collaborates with the CSM and AD to enhance workflows and identify opportunities for automation. Supports broader Center of Excellence (COE) initiatives related to implementation best practices.
Compensation:
Salary range: $62,000 – $67,000 per year
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Remote
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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