Description: Location: Tampa, FL – Hybrid
Max Pay Rate: $30/hr
Skills
•1+ years of Insurance industry experience is preferred and/or possesses knowledge of contract language for life, accident, and disability products.
•High School Diploma or equivalent required
•Excellent organizational skills are required and attention to detail is critical to effectively handle the technical aspects of the position.
•Excellent oral, written and interpersonal communication skills, strong analytical and problem-solving skills.
•The ability to interact professionally and confidently with clients is required. Communication methods will vary and may include teleconferencing, Microsoft Teams, email interactions, and phone.
•Able to multi-task by balancing client facing interactions, tight deadlines, ad hoc issue resolutions, internal documentation requirements and overall client satisfaction.
•Effective communication and negotiation skills are required.
•Ability to modify and develop procedures and policies to meet reporting needs/requirements.
Working independently under limited supervision of Manager, this role is responsible for the successful implementation of core and voluntary products for new customers and existing customers adding products in the Regional Market (1,000-4,999 lives). The role will have significant customer and broker contact and be responsible for the overall satisfaction of customers and brokers with the implementation process.
In this role, Implementation Leaders participate in post-sale activities by setting up or converting client cases, reviewing sold plan(s) and developing and following project timelines. This role will partner with other business units (Sales, IT, Contracts, etc.) to ensure that implementations are delivered consistently, timely, and accurately.
Key Responsibilities:
•Facilitate calls with customers and brokers to ensure accurate completion of all key deliverables in the implementation process.
•Obtain required information to complete the installation process from sales and service partners, brokers and customers.
•Identify implementation-related problems and help resolve issues.
•Effectively load administration systems to ensure accurate plan design and efficient customer structure.
•Conduct weekly or periodic status meetings with various parties to review progress and resolve issues.
•Works with Product, Underwriting and Contract partners to review and execute legal documents.
•Responsible for updating and maintaining workflow and reporting systems.
•Transfer cases to the appropriate administration group once implementation is complete.
•May participate in sales presentations, and/or consult on plan design and administrative services; may recommend alternative plan provisions or administrative processes in place of non-standard or incompatible requests.
•Negotiate final plan design features and administrative services; finalizes plan design and communicates to the implementation team.
•Participate on or lead Continuous Improvement and strategic Projects during off peak season.
•Perform other duties as assigned or required.