Benefits Administration Services: Flexible Benefit Plan Administration
Highly Effective Delivery, Superb Employee Experience
Ensuring the success of your flexible plan design strategy requires effective delivery of the plan to individual employees. ExcellerateHRO is experienced with the administration of a wide range of benefits and plan designs, and we have a track record of designing a user experience that leads to high take-up and employee engagement.
ExcellerateHRO Key Facts
- 14 flexible benefits clients with over 125,000 participants
- 25 different benefits
- 29 provider interfaces
ExcellerateHRO's experience includes:
- Multiple benefit types and options:
- Life, private medical, critical illness, holiday, car, dental, DB, DC and stakeholder pension, childcare vouchers, learning account and share plans amongst many others
- Wide range of eligibility criteria:
- Job grade, department, subsidiary, age, previous organisations
- Ability to handle multiple, diverse categories within an organisation
- Different plan designs, enrolment tools and interface options
- Multi-company and pan-European plans
ExcellerateHRO's administration services include:
- New flex plan implementation or the seamless transfer of existing plans
- Enrollment tools, including Internet, Intranet and help line
- Modeling tools available to employees and prospective employees
- Online employee total remuneration statements
- Secure self-service Web portal for employers and plan members to view information and carry out transactions
- Multilingual help line
- Fulfillment centre
We're changing the way Flexible Benefit Plan Administration services are delivered by:
- Providing dual-year administration during the annual enrolment period, enabling employees to modify current year and new scheme year selections
- Enabling prospective employees to model benefits as part of a job consideration
- Providing tax and impact calculations to help employees understand the effect of benefit selections on their net pay
- Enabling clients to receive immediate feedback on their plan and our administration services through an online employee satisfaction survey
A Look At Our Experts
James Montgomery
EMEA Benefits Administration Leader
James Montgomery EMEA has 12 years' advisory and business management experience in shared services and outsourcing. Jim implemented a new service delivery model for ExcellerateHRO in EMEA, delivering significant cost reductions while focusing on quality and continuous improvement. He came to ExcellerateHRO from Hewitt Associates, where he was an operations leader. Prior to that, he was a director with Sun Microsystems. In both roles, he led projects that significantly streamlined operational efficiencies.
Katrina McGurk
Business Manager, Flexible Benefits
Katrina McGurk is ExcellerateHRO's Flexible Benefits Business Manager within the U.K. In this role, she is responsible for the strategic direction of our U.K. Flexible Benefits offering, together with new implementations, migrations and delivery of ongoing services to our client base. Katrina has seven years' experience in benefits administration, and 16 years' experience in HR. She joined ExcellerateHRO from Towers Perrin Administration Solutions, where she was a service delivery manager.
Quick Facts
ExcellerateHRO:
- Provides services to more than 150,000 eligible participants
- Administers more than 30 different benefits with more than 35 providers
- Incorporates dual currency across the Euro and the Pound Sterling
- Consistently receives top quality scores from our annual client survey