New Business Specialist

Imagine360•,

13d•Remote

About The Position

Imagine360 is seeking a New Business Specialist to join the team! The New Business Specialist serves as a critical partner in the implementation and onboarding of new clients, ensuring eligibility data is accurately configured, validated, and transitioned into production. This role acts as the central coordinator for new business eligibility processing, working closely with clients, brokers, implementation teams, IT, and internal operations departments to deliver a seamless onboarding experience. The specialist is responsible for receiving, formatting, auditing, and validating eligibility files, identifying discrepancies, coordinating issue resolution, and ensuring all implementation milestones are completed accurately and on schedule.

Requirements

2 years of operations, back or front office and/or customer service experience required, or equivalent combination of education and experience.
High School Diploma or GED required.
Strong PC skills, prior experience with MS Office required.
Advanced MS Office experience specific to Excel and Lists.
Moderate MS Office experience specific to Word, PowerPoint, Visio, and CoPilot.
Ability to interpret and manipulate large amounts of data, making sense of transactions.
Ability to manage time, ensuring all requirements are met by company standards.
High level of accuracy and attention to detail.
Strong verbal and written communication skills, comfortability in communicating at various levels with internal and external stakeholders.
Team player able to collaborate with other departments.

Nice To Haves

Health Care Administration background a plus!

Responsibilities

Serves as a primary eligibility resource during the implementation of new client groups.
Provides guidance and support to clients, brokers, and internal stakeholders throughout the onboarding process.
Partners with implementation teams to address eligibility-related concerns, data issues, and client questions.
Supports smooth transitions from implementation through operational handoff.
Receives, formats, and processes initial eligibility files for new client groups.
Conducts comprehensive eligibility audits following initial data loads to verify data accuracy and completeness.
Identifies enrollment discrepancies, data mismatches, and eligibility concerns.
Coordinates with clients and brokers to obtain corrections and resolve outstanding issues before release to production.
Maintains ownership of new groups until eligibility setup is complete and responsibility is transferred to ongoing administration teams.
Updates and manages implementation-related tasks through Manage Engine and other workflow systems.
Ensures implementation work items are completed accurately and within service expectations.
Coordinates handoffs between Implementation, IT, Eligibility, COBRA, and other operational teams.
Monitors progress of onboarding activities to ensure readiness for production release.
Interprets client setup requirements and plan specifications.
Maps benefit plans and eligibility structures accurately within system configurations.
Facilitates COBRA setup, transitions, and takeovers for new client implementations.
Assists with ensuring plan and eligibility configurations align with client requirements.
Works with large volumes of eligibility and enrollment data, validating transactions and identifying anomalies.
Ensures all data processing activities meet quality standards and organizational requirements.
Maintains compliance with HIPAA and other privacy regulations when handling member information.
Supports continuous quality improvement through audits and process reviews.

Benefits

Multiple Health plan options
Company paid employee premiums for disability and life insurance
Parental Leave Policy
20 days PTO to start
10 Paid Holidays
Tuition reimbursement
401k Company contribution
Company paid Short & Long term Disability plus Life Insurance
Professional development initiatives / continuous learning opportunities
Opportunities to participate in and support the company's diversity and inclusion initiatives