Our project management involves providing expert advice, guidance, and recommendations to clients on specific employee benefits challenges, opportunities, or projects. Benefit consulting projects go beyond the general broker services that you may have with us or another broker.
Benefits Project Management
The scope of what is covered under employee benefits administration can be extensive. At times you may need to have project management support for your team. Areas of expertise include but are not limited to:
Compliance
Navigating changing compliance laws. With so many different requirements, being diligent in a changing landscape and decreasing your risk profile can be challenging.
Development of Policies
Policy is more than just a list of rules. It should show employees the purpose behind their jobs and provide ways to measure success. What makes a good policy?
- Clear, concise, and simple language
- Explains the rule, not how to implement the rule
- Easily accessible by staff at all times
- Represents a consistent, logical framework
Development of Standard Operating Process (SOP)
Process/Procedures, explain the “how.” They provide step-by-step instructions for specific routine tasks. They may even include a checklist or process steps to follow. But at the very least, your procedures should outline the following information:
- Who is responsible for each task
- Explains the rule, not how to implement the rule
- Who the responsible party reports to
Management of Open Enrollment Process
We work with your internal and external teams to make sure the following is incorporated into your OE plan:
- Key Liaison for External Vendors
- Educate Employees
- Update Enrollment Platforms
- Incorporate Offer Decision Support Tools
- Review Compliance
- After OE Evaluate and Improve