Implementation Specialist II

4 weeks ago

Dallas, Texas, United States Reliance Matrix Full time

Job Summary

The Implementation Specialist II will manage the case submission process for all new business or new lines of coverage for employers with lives between 500 – 1,999 lives. This role will be responsible for developing relationships with sales, account management, brokers, and policyholders to ensure the successful implementation of new business.

Key Responsibilities

  • Lead the implementation process for all new sold business, establishing protocols and communication modes for a seamless onboarding experience.
  • Partner with sales, broker, and internal departments to ensure flawless new case setup.
  • Obtain and review all sold case documents necessary for implementing a group.
  • Review group information and gather all customer data required for setting up new lines of business in RSL systems.
  • Work closely with Policy Administration Specialist for system setup.
  • Manage the first bill through the fourth bill cycle for accuracy and premium payment receipt.

Relationship Management

  • Interface with home office partners and the RSO sales/service team to develop solutions for broker and client-specific needs, and to proactively communicate/document potential issues.
  • Work closely with RSO sales and service, internal, and external resources to manage and deliver smooth and effective new client installations.
  • Mentor and coach new Implementation Specialists.

Administrative

  • Maintain account management databases (salesforce and/or RSL databases) for assigned clients.
  • Complete all sold case documentation and track all deliverables and project plans.
  • Submit case request documentation to the new case submission specialist for new case submission data entry.
  • Achieve or exceed assigned metrics for client implementations and customer satisfaction.
  • Deliver exceptional customer service as the main point of contact for all client implementation.

Requirements

  • Bachelor's Degree in General Business or related field.
  • 2 years of group insurance experience in an identical or similar position. Preferable additional work history would include positions requiring a bias towards providing superior client service and satisfaction.
  • Group Life and Health License Preferred.
  • Self-driven, motivated individual with a consultative mindset and excellent skills at building strong relationships.
  • Excellent written/verbal communication and customer diplomacy skills.
  • Proven ability to multi-task, deliver superior customer service, deal with tight deadlines, and demonstrate superior analytical and problem-solving skills.
  • Strong expertise in using basic Microsoft Office applications, including PowerPoint, Excel, and Word.
  • Ability to become subject matter expert on all relevant internal Reliance Standard systems.

What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable, and inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits:

  • An annual performance bonus for all team members.
  • Generous 401(k) company match that is immediately vested.
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account.
  • Multiple options for dental and vision coverage.
  • Company-provided Life & Disability Insurance to ensure financial protection when you need it most.
  • Family-friendly benefits including Paid Parental Leave & Adoption Assistance.
  • Hybrid work arrangements for eligible roles.
  • Tuition Reimbursement and Continuing Professional Education.
  • Paid Time Off, volunteer days, community partnerships, and Employee Assistance Program.
  • Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council.

Our Values:

  • Integrity.
  • Empowerment.
  • Compassion.
  • Collaboration.
  • Fun.

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age, or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

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