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Benefits Customer Success Specialist
Niural
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About this role
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
Salary insight
The midpoint of this range ($75k) is about 53% below the median disclosed salary for New York roles listed on ForgeApply ($161k across 10,202 jobs).
See full Customer Success salary data for New York →
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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