Harrison Clair Email & Phone Number

Vancouver, Wa, Us

Vancouver, Washington, United States

Lead and manage the onboarding process for new Supplemental and Core customers for under 1000 lives. Ensure necessary group information correctly represents customer intent and is provided for enrollment, new case set up, and Policyholder Services teams for processingManage the life cycle of a new customer through drafting of contracts and initial bills while responding to necessary customer questionsEducate customers about The Standard products, services, and value proposition.Drive and own problem resolution for customers and internal partners through to completionGather sold case information for supplemental and core products from the field, employer and/or broker through various channels; specific responsibilities include collecting and confirming sold case information and validating replacement censusConfirm and submit sold case information, including providing welcome package setup and deliveryEnsure that the customer’s intents are correctly represented, and information is clearly and accurately entered into Salesforce for Core and Supplemental products and communicated to internal teams for processing new case setup and enrollmentMeet with customer or provide them with necessary information to review their contract, pay their bill, and utilize Standard’s suite of service using AdminEase and other resources

Portland, Oregon, United States

Coordinate and manage complex implementation activities on new national accounts including, but not limited to, billing/reporting setup, contract/document issue, coordinating billing and claims training with policyholders and other administration activitiesMaintain and update Workfront site, serving as primary administrator, and implemented recommendations on system improvements and solutions based on user feedbackAnalyze implementation documentation including final sold proposals and prior plan information and secure additional information as necessaryAssist Implementation Managers in securing relevant information pertaining to implementations Communicate across several teams to obtain resources important to the implementation and following up on any outstanding information needed

Portland, Oregon

Administer investment changes, loan and distribution requests, and contribution rate changes for participants’ 401(k), 403(b) and/or 457 retirement plansManage 65-85 participant inquiries and requests per day and navigate multiple systems, such as Salesforce, OMNI Channel and Microsoft SuiteExecuted daily responsibilities at a higher than company-forecasted rate for 2017

Bachelor Of Business Administration (B.B.A.), Finance, General

Activities and Societies: Soccer

High School Diploma