Implementation Consultant managing Group Benefits case implementations while ensuring compliance and delivering customer expectations. Collaborating with internal teams and maintaining customer relationships throughout the process.
Responsibilities
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 telephonically 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.
Actively participates in internal roundtables and consultation with the sales exec and internal business partners.
Responds to internal/external customer calls and correspondence related to the implementation of sold case and add issues.
Follows through on expressed commitment to the external/internal customers and if commitment cannot be met, provide clear expectations on next steps.
Researches and resolves customer issues, offering alternative solutions.
Provides consultation on benefits, plan designs and contract language that have been sold to the customer to ensure deliverables meet the customer's needs.
Responsible for ensuring customer deliverables are delivered accurately and timely.
Facilitates PG (Performance Guarantee) negotiations with client/broker and internal disciplines.
Drafts, negotiates, and distributes initial Agreements and Applications (PG's, ASO, LOI's, etc.) and coordinates client signatures and countersignatures.
Identify non-standard language, provisions or agreements that require consultation with other business.
Develop successful customer/broker relationships over a compressed timeframe to facilitate the Implementation.
Transition the case to field service team upon completion of the Implementation without service disruption to the customer.
Reviews and assesses RFP's for CAPP (collaborative approach to presale planning) calls as needed.
Mentors and trains new team members.
May be overall project leader for other Implementation Consultants to support large blocks of business.
May represent Implementation in large interdepartmental projects; new product and service rollouts, compliance/legal issues, best practice/procedure changes.
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 Group Insurance Implementation experience a plus
Customer facing experience preferred
Ability to develop strategic alliances with various internal and external business partners.
Proficient in MS Office Suite (Word, Excel, PowerPoint, 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, PST, WFT, Document Management Folders, Team Gen, SharePoint sites, webinar)
BA degree and / or relevant work experience
Effective financial underwriting, marketing, relationship and account management capabilities.
Benefits
Health insurance
401(k) matching
Flexible work hours
Paid time off
Occasional bonuses
Job title
Implementation Consultant – Group Employee Benefits
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