Implementation Specialist - Employee Benefits

About the position

The Implementation Specialist works within the Employee Benefits business line and is responsible for creating a seamless transition between insurance carriers and maintaining a strong working relationship with internal and external customers. This role oversees the movement of cases while prioritizing work based on customer experience compared with service level commitments. The Implementation Specialist focuses on creating a positive onboarding experience for new customers. This individual is the liaison between the Broker, Policyholder, sales, and the home office.

Responsibilities

• Manage the overall implementation of the new business case
• Build and maintain relationships with internal and external customers
• Educate, consult and communicate effectively with internal and external customers
• Research and resolve roadblocks during implementation of the new business process
• Proactively follow-up on outstanding information
• Act as Project Manager throughout the entire implementation process
• Ensure timely and accurate data entry into Sales Force during all phases of the implementation

Requirements

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services)
• 1+ years customer service or contact center experience preferred
• Strong client service skills
• Accuracy and attention to detail and in-depth analytical skills
• Ability to work in a team environment
• Requires self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced customer service environment with high volumes.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.
• High School Diploma required, or any combination of education and experience which would provide an equivalent background.