The Implementation Specialist will be responsible for the implementation and onboarding of groups with the company ensuring an efficient and seamless transition.
First point of contact for the Advisor/Executive Benefit Consultant, escalations, and coordination before final transition to the Account Management team.
Ensure completion and set up including billing, payment and benefit packages delivered before go live date.
Project-based work that ensures the client’s expectations are met during transition with all issues being resolved quickly.
With the support of the Implementation Manager, monitors the group in month one for any unexpected administration or claim issues.
Performs multiple system coding and data quality checks using validation and reports to ensure the set-up completion of group and employee data in administration and claiming platform is accurate.
Escalates rate discrepancies immediately to Implementation Manager and tracks resolution.
Completes project deliverables including member welcome packages and Plan Administrator kits as required.
Be the primary point of contact, provide excellent service and build relationships with advisors and their clients; provide face to face consultation to advisors and clients on suite of products.
Ensure the timely and successful delivery of solutions based on client needs and objectives.
Liaise between clients and internal teams and is responsible for keeping the clients satisfied.
Conducts plan administrator training with the client and coordinates any transition to service team.

Implementation Specialist (contract) - Hybrid

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