Key skills
LeadershipCommunicationTime ManagementSales
About this role
Role Overview
- Manage the onboarding and implementation process for all new groups
- Oversee the creation, updating, and distribution of onboarding packets to group members
- Conduct 60 to 90 day follow ups for newly implemented groups
- Collaborate with the Sales team to support prospective and existing broker relationships
- Manage the renewal process for existing groups
- Assist with program builds, plan configuration, and product setup within internal administrative systems
- Perform weekly system validations to track plan setup and enrollment activity for new groups
- Monitor enrollment rollovers for renewing groups
- Maintain accurate broker and client information within internal systems
- Assist the Client Services Manager with product reviews and internal education
- Support the development and maintenance of marketing materials for new and existing programs
- Work with the Director of Operations on operational initiatives and process improvements
- Attend weekly department meetings and collaborate with leadership
Requirements
- Intermediate Computer Skills
- Strong Knowledge of Microsoft Office (Microsoft Word, Microsoft Excel)
- Previous insurance industry experience or TPA experience preferred
- Analytical and problem-solving skills
- Decision-making skills
- Strong interpersonal and communication skills
- Can-do attitude and ability to think outside the box
- High attention to detail
- Excellent time management skills
- Excellent telephone etiquette
- Self-motivated and able to thrive in a results-driven environment
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage