Gather and confirm sold‑case information from sales, producers, and customers
Submit accurate group data to Policyholder Services and partner through the scrub process
Lead customers through contract review, billing setup, and use of service tools like AdminEase
Install new groups and transition them to the assigned Account Specialist
Bring customer insights to continuous improvement efforts and collaborate on process enhancements

Education: High School Diploma or Equivalent, Bachelor’s degree preferred
Experience: 3+ years of group insurance experience, including employee benefits and direct customer interaction
Experience in project management, benefits administration, case management, customer service, or sales
Demonstrated ability to resolve customer issues and manage complex on‑boarding activities
Experience using Salesforce or similar CRM tools
Background collaborating with cross‑functional teams in a process‑driven environment
Familiarity with contract setup, billing processes, or Policyholder Services operations

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools

Implementation Analyst

Key skills