Project managing the implementation of new, add issue cases and services on complex cases and ensuring all business partners complete requirements of the sold case process.
Project Manage the reimplementation of complex cases with acquisitions and major changes in account structures, ensuring all business partners complete requirements of the reimplementation process.
Specialist is responsible for accurately gathering data and documentation directly from the broker or customer, from the point of sale through the finalization of the Customers Implementation
Attend customer/broker finalist & kick-off meetings in person or telephonically.
Facilitates the initial introduction of the implementation process. Including creation and development of kick off materials
Owns the completion and retention of implementation documentation
Collaborates with Underwriting on pricing and plan design to ensure sold case proposals match customer needs found during data gathering
Responsible for the development of finalist materials specific to Implementation process
Presents virtually or in person, the Implementation process to the customer/broker during the pre-sale finalist presentation
Adherence to Compliance policies and procedures including but not limited to encryption of emails as appropriate
Requirements
2+ years knowledge of Group Benefits Life and Disability products, provisions and service offerings required
2+ years Group Benefit Project Management and organizational skills required
Leave Management and Voluntary product experience a plus
Prior Implementation/HIG experience required
Customer facing experience required
Ability to develop strategic alliances with various internal and external business partners
Proficient in MS Office Suite (Word, Excel, PowerPoint, Teams, MS Project)
Ability to travel up to 20% of the time
Demonstrates proficiency in utilization of administrative systems (i.e. NSR, Prism/Promise, Case Management, Fusion, WFT, Document Management Folders, SharePoint sites)
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