Gather applications from carrier(s) and send to clients, instruct employers how to complete required paperwork
Scrub forms then send to carrier(s) for implementation exercising professional communication skills
Communicate final approval from the carrier to the client by providing the carrier welcome letter, final rates, plan design
Database management and proper documentation including entering Account Level information into Microsoft CRM, saving documents in appropriate account folders
Provide specific notation and descriptions of calls in CRM and track all email correspondence
Balance and prioritize daily tasks, such as managing appointments, phone calls, and e-mail correspondence using appropriate tone, craft and delivery
Build and maintain rapport with carrier contacts by insuring clean case submissions and replying to requests both accurately and expediently
Adhere to confidentiality and HIPAA guidelines
Additional responsibilities assigned by management

Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Ability to relate to people of all levels and personalities
Must be self-motivated and disciplined with the ability to thrive in fast-paced environment
Bachelor's degree, preferred
Experience at carrier, general agency or brokerage in a benefits support role, preferred
Proficient with Microsoft Office applications including Excel, Word and Outlook, required
Knowledge of health and ancillary insurance products and benefit plan designs, preferred
Familiarity with database applications, a plus

Implementation Specialist

Key skills