Benefits navigators: Knowledgeable guides through complexity
Every dream team needs playmakers—powerhouses who move the ball forward, set the pace and make sure everyone knows the next move. In open enrollment season, these are your benefits navigators.
What is the purpose of a benefits navigator?
Benefits navigators support employees through benefits enrollment, helping them compare plans, understand out-of-pocket costs and choose the options that fit their needs. They simplify technical or confusing language, walk employees through “what’s changing” scenarios, and escalate complex cases to the right partner so no one gets stuck on the sidelines.
Skills to look for:
Deep knowledge of benefits offerings
Empathetic coaching style
Clear, jargon-free communication
Fluency with your enrollment platform or human resources information system (HRIS)
A smaller company may only need one benefits navigator, while larger organizations often rely on several—sometimes a mix of internal human resources (HR) staff and external consultants or vendor representatives. What is most important is making sure all employees in your company have a trusted guide to turn to, whether that’s a single point person or a deep bench of benefits navigators.
Project manager: The strategic coordinator
Every team needs a confident leader who can see the whole court, call the plays and keep everyone moving in sync. In open enrollment season, that’s your project manager.
What does a project manager do during open enrollment?
They oversee the timeline, align stakeholders, manage deliverables and make sure nothing slips through the cracks. Whether they’re called a project manager, project lead or team lead, this role is the captain of your open enrollment dream team.
When deadlines loom and details pile up, the project manager is the calm center. They anticipate roadblocks, rally cross-functional teams and keep the campaign on track from tipoff to the final buzzer.
Skills to look for:
Project planning and execution expertise
Cross-team coordination and communication
Risk management and problem-solving ability
Knowledge of benefits compliance and deadlines
With a strong project manager or project lead at the helm, your dream team can execute a smooth open enrollment process—one where employees feel supported and HR can breathe easy.