Client Implementation Specialist

Our organization is looking for dynamic individuals who love to learn, thrive on innovation, and are open to exploring new ways to achieve our goals. If this describes you, we want to speak with you. You can help us achieve our vision to lead nationally in innovating equitable whole-person health.

The Client Implementation Specialist is responsible for setting clients up on our benefit platform. This includes new sales, renewal changes, cancellations, and maintenance of the client's account setup. The Client Implementation Specialist assists the Analyst in reviewing and resolving client setup issues, including onboarding new clients.

1.Assist with the installation of a new client onto our benefit platform, including customer requirements.

2.Document issues or tasks and work closely with the Client Implementation Analyst and Sales to meet customer expectations.

3.Setup groups in the group and benefits administration systems, including medical, pharmacy, dental and vision benefits.

4.Communicate with Sales or Brokers to understand the client's benefits purchase and execute the setup. Develop and maintain a strong business relationship with the internal customers of the IBC Family of Companies, including but not limited to, Underwriting, Sales, Marketing, Enrollment, Customer Service, and any other areas involved in the process.

5.May participate in on-site visits to new employer groups and administrators to assist the Analyst in explaining the set-up process,

6.Responsible for implementation of new groups, benefit changes, cancellations, and the set-up of spending accounts.

7.Research and troubleshoot benefits and any other issues related to group set-up.

8.Perform additional duties as assigned

This position spends about 50% of their time handling renewal tasks and the remaining 50% assisting with New Client Installations.

A. High School Diploma required, bachelor's degree in business or related field preferred. Must have 1-3 years relevant experience.

B. Excellent time management and organizational skills required.

Ability to prioritize workload and meet deadlines in a fast-paced environment with some supervision. Flexibility and adaptability are a must. Willingness to be cross trained is required to assist other team members.

Strong communications skills required - position interacts with all levels of management and may communicate with external clients as well. Must be strong problem-solver and be able to follow-up and take an issue to resolution. Aptitude to understand benefits and Underwriting rating methodology.

Some critical thinking skills: Capability to understand Underwriting guidelines and apply them. High level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems. High level of professionalism is necessary to progress.

Hybrid

Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania.