Implementation Specialist

Gallagher•Brookfield, WI

18d

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. Under the supervision of the Customer Service Manager, this position facilitates the Insured Product implementation process for both new and existing clients of National Insurance Services, ensuring a successful onboarding experience. The position also provides initial customer service support for new groups and oversees a successful transition to the ongoing service team after completion of the implementation process. This position will require a Life & Health insurance license for each of the sates in the assigned region. Employees who are unlicensed at the time of hire will be required to attain the Life & Health insurance license for each of the states in the assigned region within 30 days of the Pre-Licensing class.

Requirements

Excellent analytical skills.
Ability to multi-task in a fast paced environment.
Solid knowledge in required system and computer applications.
High School degree required.

Nice To Haves

1-2 years experience in the insurance or claims industry preferred.
Highly analytical individual with working knowledge of Excel and Sharepoint.
Two years experience in customer service, preferably in an employee benefits related capacity.
Ability to read and interpret insurance policy language, and effectively communicate policy language and intent to customers.
Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution.
Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers.
Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house.
Must have excellent command of the English language; oral and written. Moderate mathematical skills are required.
Attention to detail in interpreting, composing, and proofreading written materials.
Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands. Possesses excellent organizational skills.
Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements.
Ability to work and make decisions independently and within a team environment.

Responsibilities

Upon the sale of a case, communicates with customers to obtain enrollment materials and collaborates with the Underwriting and Billing departments to complete new case implementation.
Handle all aspects of review and distribution of new group plan documents (Joinder/Application and Certificates).
Effectively service new groups until group is transitioned to the ongoing service team.
Oversee and coordinate block implementations, utilizing Service Department resources when needed.
Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter. Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language.
Maintain and update all systems databases and customer files per company guidelines.
Collaborate with Customer Service Manager to identify opportunities for process improvement or service enhancements.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program