Implementation Leader
CurrentFacilitate calls with customers and brokers to ensure requirements for initial account set-up and re-enrollment activities are met for assigned clients. Serves as a key relationship liaison with the Sales organization and Brokers to address and resolve implementation issues. Serves as the implementation single point of contact for new and existing clients adding additional products to their group plan; accountable for leading clients, brokers, and sales partners through the implementation process and facilitating a timely and accurate implementation. Analyzes, monitors, and executes change requests for clients throughout the implementation phase; ensures that defined service level agreements are met; uses forward thinking to make recommendations to ensure enrollment and service solutions are put in place to meet the account’s needs and expectations. Identify implementation-related problems and work with manager or senior staff to resolve issues as needed. 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. Responsible for updating and maintaining workflow and reporting systems. Transfer cases to the appropriate administration group once implementation is complete. Participate in Continuous Improvement and strategic Projects during off peak season.
