Implementation Coordinator

Brotherhood Mutual Insurance Company-posted about 1 year ago
Full-time
Fort Wayne, IN
101-250 employees
Insurance Carriers and Related Activities
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The Implementation Coordinator is responsible for facilitating the initial client interactions during the onboarding process for MinistryWorks clients. This role involves documentation collection, validation, and processing to ensure a smooth transition for clients. The coordinator will maintain communication with clients, educate them about processes and regulations, and manage various administrative tasks related to client documentation and payroll software.

  • Communicate through email and phone to maintain weekly contact with the entire client base.
  • Initiate post-sales contact with MinistryWorks clients, educating them about the process, forms, and tax regulations.
  • Process client documentation in imaging software according to guidelines.
  • Generate, collect, file, and manage federal and state Power of Attorney forms, resolving related issues and establishing online access to state withholding and unemployment accounts.
  • Initiate clients within payroll software and facilitate system verification with federal databases.
  • Understand state and local tax documents to ensure proper documentation is collected.
  • Manage a shared email inbox to ensure proper dissemination of incoming communication.
  • Complete other projects as assigned.
  • Must have a high school diploma or equivalent.
  • Must have a minimum of one year of general business experience.
  • Bachelor's degree or equivalent is desired.
  • Proficient data entry skills and extremely detail-oriented.
  • Computer spreadsheet (Excel) and word-processing skills.
  • Excellent communication skills, both oral and written.
  • Mathematical, organizational, and people skills.
  • Ability to multi-task, be accurate with details, and maintain confidentiality.
  • Ability to effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
  • Health Insurance
  • 401K Plan
  • Vacation & Paid Time Off
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