Drive implementation from the prospect stage to successful onboarding of new clients into the Group Universal/Variable Universal Life (GUL/GVUL) platform, confirming all components-including enrollment, plan administration, billing, beneficiary services, termination, and life claim facilitation services-are configured and aligned with plan requirements
Engage with clients to understand their unique challenges and opportunities, collaboratively strategizing to drive impactful outcomes during the implementation process
Proactively serve as the primary point of contact for client interaction while fostering strong relationship management to ensure seamless and effective support for billing, administration, payment, and enrollment needs
Represent client interest in internal discussions and enterprise-wide projects, contributing to system enhancements, automation efforts and process redesign initiatives
Collaborate cross-functionally with internal stakeholders including Product, Compliance, Claims, and IT to ensure smooth execution of administrative tasks, issue resolution, and adherence to regulatory requirements
Execute issue escalation and resolution protocols through thorough root-cause analysis and clear stakeholder communication
Manage a broad and diverse book of business, supporting employer groups ranging from 100 to a million covered lives

Bachelor’s degree or equivalent work experience
Proficiency in Microsoft Office, especially Microsoft Excel
Knowledge of Group Insurance and/or Group Universal Life/Group Variable Universal Life products preferred
Strong organizational and prioritization skills with demonstrated ability to manage multiple responsibilities in a high-volume, deadline-driven environment
Excellent interpersonal and relationship management skills with the ability to influence, partner and build trust across stakeholders
Strategic thinker with strong analytical and problem-solving abilities
Excellent work ethic with the ability to prioritize and meet deadlines
Self-motivated with intellectual curiosity, a commitment to continuous improvement, and a high level of personal accountability
Minimum of 5 years of Group Insurance or Financial Services experience preferred
Experience working directly with vendors, sales, and brokers in a client-facing or project management capacity

Medical, dental, vision, life insurance
Disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance

Project Management Specialist

Key skills