Benefits Customer Success Specialist
Niural · New York City · $65,000–$85,000 (stated in the posting)
About Niural
Niural is a modern global payroll platform that offers US Payroll, US PEO, Global EOR Global payroll, and Global Contractor management in a single unified platform powered by AI. Our next-gen HR and payroll platform provides a net new experience for small to large clients with its own payroll tax engine and modern payment rails. We are committed to redefining how companies operate in a new era of AI, creating truly global solutions that empower businesses to thrive in the digital economy.. We offer a collaborative, inclusive, and growth-oriented work environment.
Overview
The Benefits Customer Success Specialist is the primary point of contact for clients on all things benefits: renewals, enrollment, employee inquiries, and ongoing plan support. The ideal candidate is a licensed benefits broker in at least one U.S. state, highly organized, and comfortable managing both client-facing communication and internal workflows.
Key Responsibilities
Serve as the main benefits point-of-contact for assigned clients, building trusted relationships through consistent communication and follow-through.
Conduct scheduled video and phone meetings to review benefits processes, answer questions, and provide ongoing support.
Lead renewal meetings presenting plan options, rates, and recommendations; ensure clients understand enrollment timelines, billing, and compliance requirements.
Assist clients with plan selections during renewals, onboarding, and qualifying life events; troubleshoot enrollment issues, eligibility discrepancies, and carrier concerns with the internal benefits team.
Maintain a working knowledge of medical, dental, vision, ancillary, FSA/HSA, and 401(k) products and processes.
Host employee information sessions and create enrollment packets for new hires and open enrollment periods.
Manage and triage internal ticket queues, consistently meeting SLAs and proactively following up to prevent delays and maintain client satisfaction.
Document all client interactions and updates accurately in internal systems; build and maintain workflow documents and FAQs for the Benefits team.
Collaborate cross-functionally with Sales, Implementation, and Payroll teams to deliver a seamless client experience and escalate complex issues with full context.
Own the benefits implementation process for new clients, plan configuration, enrollment system build-out, and ensuring clients are fully operational ahead of their go-live date.
Requirements
Active health and life insurance broker license in at least one U.S. state; multi-state licensure strongly preferred.
2+ years of experience in benefits administration, employee benefits brokerage, or a related client-facing role.
Strong working knowledge of medical, dental, vision, ancillary, FSA/HSA, and 401(k) products.
Experience managing client relationships and handling escalations in a professional services
Excellent communication skills with experience presenting to clients via video and phone.
Highly organized with the ability to manage multiple accounts and workflows simultaneously.
Compensation
$65k - $85k
#ZR
More jobs at Niural · Sales & Business Development jobs in New York