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Implementation Specialist II

2 months ago

Dallas, Texas, United States Reliance Matrix Full time

Job Summary

The Implementation Specialist II will play a critical role in managing the case submission process for new business or new lines of coverage for employers with 500-1,999 lives. This position will be responsible for developing relationships with sales, account management, brokers, and policyholders to ensure seamless implementation of new business.

Key Responsibilities

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

Relationship Management

  • Interface with home office partners and RSO sales/service team to develop solutions for broker and client needs.
  • Work closely with RSO sales and service, internal, and external resources to manage and deliver smooth new client installations.
  • Mentor and coach new Implementation Specialists.

Administrative

  • Maintain account management database (salesforce and/or RSL databases) for assigned clients.
  • Complete all sold case documentation and track deliverables and project plans.
  • Submit case request documentation to 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 client implementation.

Requirements

  • Bachelor's Degree in General Business or related field.
  • 2 years of group insurance experience in an identical or similar position.
  • Group Life and Health License Preferred.
  • Self-driven, motivated individual with consultative mindset and excellent relationship-building skills.
  • Excellent written/verbal communication and customer diplomacy skills.
  • Proven ability to multi-task, deliver superior customer service, and demonstrate analytical and problem-solving skills.
  • Strong expertise in using basic Microsoft Office applications.
  • Ability to become subject matter expert on internal Reliance Standard systems.

What We Offer

At Reliance Matrix, we believe in creating a diverse, equitable, and inclusive culture that allows us to realize our full potential. We offer a competitive pay package and a range of benefits to support team members' financial, physical, and mental well-being.

Our Benefits

  • Annual performance bonus for all team members.
  • Generous 401(k) company match.
  • Choice of three medical plans, including prescription drug coverage.
  • Multiple options for dental and vision coverage.
  • Company-provided Life & Disability Insurance.
  • 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 through Employee Resource Group program and 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.