Client Implementation Specialist - Voluntary Benefits

SUMMARY

Responsible for managing and overseeing client project-level activities in the voluntary benefits industry. Ensures overall project management, support and delivery performance meets internal and external customer expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Leads the coordination and completion of multiple small to large client voluntary benefit implementation projects;
* Partners with internal resources to ensure project-related activities are carried out in accordance with established specifications, schedules, and budgets;
* Creates and manages project implementation plans;
* Explains data requirements and reviews/scrubs data as needed;
* Communicates and oversees regular status reports, system testing and data quality reviews;
* Ensures current and accurate project planning system documentation;
* Prepares data and financial reports to ensure information is accurate and communicated to management in a timely manner;
* Monitors and is engaged in quality control efforts on all department projects;
* Seeks opportunities to implement process improvements within the department;
* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience

Two (2) years related work experience with involvement in client implementations for a Group Insurance Carrier or Benefits Brokerage Firm with Voluntary Benefits experience preferred.

Valid insurance license preferred

SKILLS

Excellent verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills including the ability to work independently

Ability to work within team and to foster teamwork

Ability to prioritize work for multiple projects, deadlines and owners

Proficient in Microsoft Office Suite

Attention to detail

#LI-AS1

• Irvine, CA, USA
• Los Angeles, CA, USA
• San Diego, CA, USA