Sr. Client Implementation Analyst
4 weeks ago
Our organization is looking for dynamic individuals who love to learn, thrive on innovation, and are open to exploring new ways to achieve our goals. If this describes you, we want to speak with you. You can help us achieve our vision to lead nationally in innovating equitable whole-person health.
The Sr. Client Implementation Setup Analyst is responsible for communicating with Sales, Consultants, or Brokers to understand the largest and most complex clients' benefits purchase and for onboarding the client onto our benefit platform. This includes new sales, renewal changes, cancellations, and maintenance of the client's complex account setup. The Sr. Client Implementation Analyst investigates and resolves complex client setup issues.
1. Oversee and Analyze the installation of a new client onto our benefit platform, including customer requirements.
2. Document issues or tasks and work closely with Sales to meet customer expectations.
3. Serve as an expert on group set-up including structure and system limitations. Set up groups in the group and benefits administration systems, including medical, pharmacy, dental, and vision benefits.
4. Communicate with Sales or Brokers to understand the client's benefits purchase and execute the setup. Develop and maintain a strong business relationship with the internal customers of the IBC Family of Companies, including but not limited to, Underwriting, Sales, Marketing, Enrollment, Customer Service, and any other areas involved in the process. Responsible for the implementation of new groups, benefit changes, and cancellations.
5. May participate in on-site visits to new employer groups and administrators to explain the set-up process,
6. Research and troubleshoot benefits and any other issues related to group set-up. Represent Client Implementation team in cross-functional internal and vendor meetings.
7. Clearly and accurately communicate requirements and direction to all impacted operational areas, including setting expectations on timeframes.
8. May develop new capabilities for the department in conjunction with other departments and vendors.
9. Perform additional duties as assigned
This position spends about 75% of its time performing New Client Installations and the remaining 25% handling renewal tasks.
A.High School Diploma required, bachelor's degree in business or related field preferred. Must have 5 - 7 years of relevant experience.
B.Excellent time management and organizational skills are required. Ability to prioritize workload and meet deadlines in a fast-paced environment with minimal supervision. Flexibility and adaptability are a must. The willingness to be cross-trained is required to assist other team members. May support other team members with less complex cases. Strong communications skills required - position interacts with various levels of management and may communicate with external clients as well. Must be a strong problem-solver and be able to follow up and take an issue to resolution. Strong understanding of benefits and Underwriting rating methodology. Strong critical thinking skills: Capability to understand Underwriting guidelines and apply them. High-level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems. A high level of professionalism is necessary to progress.
Hybrid
Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania.
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