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Implementation Specialist
Ref No.: 18-03842
Location: Milwaukee, Wisconsin
Pay Rate : $ 15.71 - 17.14 /Hour
OB FUNCTION: To provide world-class customer service to our Business Partners, Agents, Brokers Dealers, Insurance Carriers, TPAs, employer relationships and channel partners. Provides support to external sales force. Managing and onboarding small to mid-size relationships through education, on boarding, and providing self-service options. MAJOR DUTIES & RESPONSIBILITES - Manage high profile partner clients through successful implementation - On boarding of new small/mid-size Employer relationships and ensuring accurate coding and plan set up - Manages implementation by maintaining and completing a project plan for each group, with sign off by the partner upon completion - Effectively sources and identifies client needs, gains feedback on our service levels throughout implementation and upon renewal. Follows through with meeting identified needs and/or escalates to management level - Proactive reach outs to small/mid-size employer relationships at time of renewal with follow through on plan changes and set up adjustments for the new plan year - Manages channel partner inboxes per designated schedule and responds in a professional and timely manner to all correspondence - Presents HSA information in a group setting including webinars - Completes problem resolutions for Business Partners in a professional and timely manner - Reads and responds in a professional and timely manner to all correspondence received to their personal inbox. - Handles confidential and non-routine information. Maintains confidentiality of all corporate, client, and research matters - Identifies process improvement opportunities, initiates corrective action, and communicates this to management - Creates and maintains documentation, policies and procedures for assigned tasks - Manage, analyze, and maintain documentation of pipeline EDUCATION, EXPERIENCE & SKILLS: - High School Diploma required, bachelor's degree preferred. - 2 years' experience in customer service