Client Account Installation Advisor

Client Account Installation Advisor

Requirements

• High School diploma or GED required. Bachelor’s degree in business administration, business communication, marketing, or other appropriate professional degree, preferred
• 3+ years of experience in project management/account management/account services/sales, or other areas requiring significant client interaction and ability to effectively problem-solve issues to resolution, required
• 3+ years of experience in creating and presenting customer / producer communications
• Demonstrated leadership ability, motivational skills, success in negotiations and ability to influence internal/external constituencies
• Ability to manage multiple and divergent priorities and deadlines, work independently and pro-actively, negotiate and manage expectations for mutually acceptable solutions
• Proficiency with multiple software and system-based applications, including database and spreadsheets (Word, Excel, PowerPoint, tracking systems), Required
• Understanding of a multitude of insurance plans including medical, dental, long-term disability, accidental death & dismemberment and life coverages
• Experience and ability to understand the technical aspects of the installation cycle and data behavior
• Ability to travel to attend client meetings, approximately 10%

Responsibilities

• Own the client experience across the end-to-end on-boarding process for new and renewing clients
• Lead implementation meetings with clients that might at times be in person. Develop and present implementation calendar to client including matrix partner deliverables. Responsible for coordinating and delivering implementation documents to client and obtaining client sign-off
• Partner with the Sales Executive during the Request for Proposal (RFP) process to fully understand the client’s intent with respect to benefit plans and administrative capabilities. Renegotiate as needed through ongoing communication
• Act as a benefits expert and interact with client on benefit intent. Partner with Implementation Specialist to assess the feasibility of requested plan designs and understand and execute on client’s plan interpretation
• Coordinates and builds relationships with internal matrix team of subject matter experts to execute implementation for clients and manages issues and drives resolution
• You’ll coordinate downstream areas for benefit build, structure build, work order build, eligibility, ID cards and reservations, billing, banking and scheduling calls as needed to facilitate implementation of account
• Communicate ongoing implementation status to client, internal and external partners. Surface, negotiate and resolve all issues relative to implementation, process, plan design and timing of deliverables. Communicate outcome and next steps with Sales, Client Service Executive and other matrix partners as needed

Preferred Qualifications

• Bachelor’s degree in business administration, business communication, marketing, or other appropriate professional degree, preferred