As an Insurance Implementation Specialist, you will be the client's first point of contact post-sale, managing the implementation process from the sale through the transition to Client Service. Your role ensures the establishment of a positive relationship with the client. You will perform a thorough review of the policy and client's information and set client expectations to ensure the successful transition of clients to the Client Service Team. You will spend most of your day receiving and reviewing sales orders, policy information, and client information for completeness, and work closely with sales to notify them of any outstanding issues/items. You will make welcome calls to the client to establish a relationship, set and reinforce expectations, confirm information, and answer any questions clients may have. You will classify employees and owner/officers in all applicable systems to ensure accurate premium deductions. You will be available to take client calls and service clients through the first premium impound, ensuring all features have started prior to turnover to Client Service. To thrive in this role, you need a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style should be clear and easy for clients to understand and act upon, leading to high client satisfaction scores. Pace should not scare you, and you will find a healthy dose of fun, career opportunities, and friendships that last in a company that values inclusion.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed