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Implementation Specialist
3 months ago
Annapolis, MD, US
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
Summary: The Implementation Manager supports Account Managers, Account Executives and others with more detailed administrative tasks such as carrier and client installation paperwork, client proposals, and Renewal Finalization processes.
DUTIES AND RESPONSIBILITIES:
- Assist Account Manager in marketing insurance company proposal requests and preparing client proposals.
- Process group applications; calendar for receipt of policies and administrative materials.
- Process group cancellations and coverage changes.
- Create and maintain files; create revenue tags; maintain client data in , which includes attaching emails as directed by Account Manager; assemble open enrollment material or new hire packets for clients.
- Design and coordinate regular and special client mailings.
- Work with group clients, client employees, insurance companies, and health services providers to resolve coverage, claims, and billing problems.
- Maintain calendar to ensure completion of pending items and to establish future timelines.
- Maintain library of life and benefits magazine publications, insurance company newsletters, legislative updates, and reference materials.
- Attend seminars and classes related to the department.
- Performs other duties as assigned and typically relies on others for direction.
- Excellent time management skills and the ability to prioritize work.
- Excellent written and verbal communication skills.
- Proficiency in MS Office (Word Excel and PowerPoint in particular), and
EDUCATION and/or EXPERIENCE:
- HS graduate (or equivalent) required. Some client service experience preferred.
- Ability to calculate, compute, summate, and/or tabulate data and/or information.
- Ability to provide guidance, assistance, and/or interpretation to others regarding the application of procedures and standards to specific situations.
- Ability to utilize a wide variety of reference, descriptive, and/or advisory data and information..
- Ability to carry out instructions furnished in written, oral, or diagrammatic form.
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together
NFP is an inclusive Equal Employment Opportunity employer.
