Copy of Implementation Specialist (Internal title: Implementation Coordinator)
About The Position
Cobalt Benefits Group (CBG) is seeking an Implementation Specialist to support the successful onboarding of new clients onto our self-funded benefit platforms. In this role, you’ll partner closely with Sales, Account Management, and internal operational teams to ensure a smooth, accurate, and timely implementation experience for our clients. This is a highly collaborative, detail-oriented position that blends project coordination, client communication, and process execution. The ideal candidate is comfortable managing multiple timelines, working cross-functionally, and engaging directly with client stakeholders. This role is eligible for hybrid or fully remote work, depending on candidate location and business needs.
Requirements
- 2+ years of experience in health insurance implementation or a closely related benefits/insurance role
- Experience working directly with clients on complex initiatives
- Knowledge of self-funded health plans and related services (TPA, claims administration, HSAs, FSAs, COBRA, etc.)
- Strong project coordination and organizational skills with the ability to manage multiple priorities
- Comfortable presenting to client management and facilitating meetings
- Proficiency in MS Office (Excel, PowerPoint); experience with web-based tools and documentation systems
- Ability to work independently and collaboratively across teams
- Associate’s degree or equivalent relevant industry experience
- Willingness to travel up to 10% during peak implementation periods
Nice To Haves
- Technical writing experience is a plus
Responsibilities
- Coordinate and drive implementation activities across multiple internal teams and external partners
- Create, manage, and maintain implementation project plans, timelines, and tracking documentation
- Gather, document, and validate customer requirements to ensure accurate product and service setup
- Proactively identify risks or issues and partner with stakeholders to drive timely resolution
- Facilitate implementation kick-off activities, including preparation of tools and documentation
- Lead or support client-facing meetings and presentations related to onboarding and implementation
- Track action items, follow-ups, and implementation milestones to keep projects on schedule
- Customize and maintain department-specific documentation and templates
- Build strong working relationships with internal teams, vendors, and client contacts
- Support continuous improvement of implementation processes and standards
- Perform other related duties as assigned
Benefits
- Medical, dental, and vision coverage with employer HSA contributions
- Company-paid life, AD&D, and disability insurance
- 401(k) with up to a 6% employer match
- Generous paid time off, sick time, and 10+ paid holidays
- Flexible Spending Accounts
- A collaborative culture with regular company events
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
