Implementation Analyst
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Job Description
Implementation Analyst handling onboarding for new Employee Benefits groups in USA. Ensuring accurate contract drafting, billing, and facilitating smooth transitions to ongoing service.
Responsibilities:
- Gather and confirm sold‑case information from sales, producers, and customers
- Submit accurate group data to Policyholder Services and partner through the scrub process
- Lead customers through contract review, billing setup, and use of service tools like AdminEase
- Install new groups and transition them to the assigned Account Specialist
- Bring customer insights to continuous improvement efforts and collaborate on process enhancements
Requirements:
- Education: High School Diploma or Equivalent, Bachelor’s degree preferred
- Experience: 3+ years of group insurance experience, including employee benefits and direct customer interaction
- Experience in project management, benefits administration, case management, customer service, or sales
- Demonstrated ability to resolve customer issues and manage complex on‑boarding activities
- Experience using Salesforce or similar CRM tools
- Background collaborating with cross‑functional teams in a process‑driven environment
- Familiarity with contract setup, billing processes, or Policyholder Services operations
Benefits:
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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