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
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
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
