Implementation Coordinator

Brotherhood Mutual Insurance Company • Fort Wayne, IN

474d

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• Health Insurance
• 401K Plan
• Vacation & Paid Time Off

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 101-250 employees