Senior Implementation Associate
Description
Essential Functions
- Respond to all customer inquiries within 24 hours
- Follow up with all assigned clients until completion of the New Plan Setup application
- Complete the planning, auditing and migration of data for all assigned clients by scheduled task due date
- Lead all assigned clients through the application and introduction of a benefits plan provided by their benefits provider.
- Instruct all assigned clients on the regulatory and operational nature of their benefits.
- Audit the technical setup of customer information in benefits applications prior to the clients' go-live date.
- Ensure all related emails are sent to the client in a timely manner
- Ensure all related emails are saved in the appropriate location
- Ensure all related documents and files are received from the client and follow up weekly until received prior to the go-live date
- Ensure all tracking is up to date in SalesForce on a daily basis
- Respond to all client inquiries within 24 hours of receipt
- Ensure all debit cards are functioning as planned immediately after the go-live date
- Ensure all participant communications have been sent to participants prior to the go-live date
- Host client facing webinars for benefit specific employer portal walkthroughs
- Assist Implementation Specialists with employer inquiries
- Assist Implementation Specialists with employer reach outs
- Assist with Implementation Tasks within Salesforce
Requirements
- Strong verbal and written communication skills.
- High Attention to detail.
- Basic knowledge of Microsoft Word, Outlook, Excel and Adobe.
- Strong planning and organizational skills.
- Ability to work independently and within a group.
- Ability to work additional hours as needed.