Colleen Hegarty Email & Phone Number

San Diego, CA, US

San Diego, California, United States

San Diego, California, United States

• Assign new client projects and manage workloads to successfully hit team KPIs
• Lead weekly one-on-one sessions with individual team members to review status on projects, tackle roadblocks, and drive them to meet or exceed monthly goals
• Train and onboard new team members on software functionality, internal tools, and general cadence and schedule of client implementations
• Scope, design, and price statement of work projects that require complex updates on live client accounts

Greater San Diego Area

• Communicate to clients through all stages of the implementation process; create project plans and notify clients of any delays or changes, managing milestones and timelines
• Collaborate cross-functionally with Sales, Product, and other departments to ensure clients’ needs are understood and accounted for by all teams involved
• Advise on best practices for specific configurations, user rollout and system launch, and file formats for established vendors
• Lead business requirements meetings to ensure software fits clients’ specific needs
• Advise on best practices for unique configurations, user rollout and system launch, and file formats for established vendors
• Integrate credit card file feeds, HRIS/payroll syncs, SSO configurations, and custom export files

Greater San Diego Area

• Manage entire onboarding process of software implementation for new clients
• Create a detailed project plan in order to track and monitor progress for the benefit of the client and all stakeholders
• Lead weekly accountability team meetings with members from all internal departments to facilitate movement and eliminate road blocks, as well as improve existing processes in day-to-day workflow
• Establish and maintain relationships with brokers, carriers, and other third party vendors to build business with prospective clients

Greater San Diego Area

• Construct client sites by analyzing and importing carrier enrollment data, build out shells for all of the client-specific benefit/plan/rate and demographic information, and engage with internal partners to determine.
• Complete daily technical update requests that involve analyzing complex plan designs, executing internal structure breakouts and merges, extracting data for internal and external partner use, and reconfiguring site.
• Establish new communication, training, and servicing standards and improvements for our clients’ open enrollment renewal season as part of a renewal project leadership team
• Participate in the development process as needed to assist with internal system enhancements

Greater San Diego Area

• Manage high visibility client and broker accounts
• Troubleshoot, analyze, and resolve complex issues for clients with advanced site configurations
• Assess new system wide functionality enhancements by participating and providing feedback in QA user acceptance testing to ensure requirements are met during development process
• Mentor and educate team members on overall processes and responsibilities of position by providing one on one shadowing opportunities as well as individualized training sessions

Greater San Diego Area

• Manage a large group of clients and their ongoing site maintenance and updates, including updating enrollment records, generating and customizing reports, and formatting and importing files received from outisde vendors
• Communicate regularly to the client on how to utilize the software functionality and features by providing individual ongoing trainings, and continually offering support to ensure client is comprehending all aspects of.
• Track benefits renewal implementation process systematically from beginning to end using internal project management tools and resources

Greater San Diego Area

• Perform reconciliation audits for clients to determine enrollment and eligibility discrepancies between outside vendors and internal system, document inconsistencies using internal auditing software
• Prioritize both short and long-term audit projects by balancing ongoing workload with daily escalations