Implementation Specialist - Austin, United States - Curative HR LLC

Curative HR LLC

Verified Company

Austin, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Implementation Specialist will manage implementation of new business sales. This position is responsible for leading and managing tasks from post-sale tasks to an active client.

The Implementation Specialist will focus on completing set-up milestones, reporting to assigned account manager and supporting on going eligibility requirements throughout the year.

This position will also act as a liaison between the client/broker and Account Management Team.

Essential

Responsibilities:

Providing support to the Account Representative as a single point of contact for implementation efforts to foster and maintain strong broker relationships.
Performs discovery to gather all new client implementation requirements.
Work with Brokers and client groups to ensure that all parties are up to date on

implementation status and have clear actions for the next check-in that are aligned with
onboarding success.

Implement detailed work plans, tracking schedules, resource plans, and status reports for each new client group.
Ensure all group documents are completed and submitted.
Expertise in company's solution offerings and represent these offerings in customer

communications.
matter expert for Curative Health Plan benefits, implementation processes and procedures.

Complete and coordinate new client and renewal documentation updating Salesforce and other client management systems.
Ensures all new client implementation tasks are completed on time and with high quality.
Manage onboarding of new clients by aligning on processes, data sharing requirements and standardized implementation procedures.
Become an ENav enrollment platform expert.
Acts as a liaison between account representative, broker and leadership as well as various internal departments to ensure all deliverables are completed within established turnaround times.
Lead daily activities of the Implementation team to ensure that all work is completed

according to scheduled deadlines with attention to quality standards, priorities and overall.

Assist in the coordination of baseline visits.
Set up employer portal access.
Nurture relationships long term relationships with internal and external stakeholders.

Required Experience/Skills

Active General Life and Health Insurance License
Knowledge of Texas Health Plan Benefits
Detailed oriented with experience Salesforce or other CRM system
Proficient in Excel, Google Workspace and Adobe
Fluent in spoken and written English and Spanish bilingual preferred but not required)
3 years experience in Health Plan Sales, Benefit Counselling or Account Management