The #1 Site for Internships and Entry Level Jobs - search all Internships and Entry Level jobs.
I2v1zj7129mjhln1w59

Account Implementation Coordinator- Up to $2500 New Hire Bonus

Job Description

Primary Purpose:

In this role, the Account Implementation Coordinator will be a liaison between Sales and Account Management to oversee the implementation and onboarding process to ensure a smooth experience for New Mid-Market Employers.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.


  • Work with the Sales Team to educate new clients on implementation timing expectations, ongoing plan administration, online portal education, employee enrollment meetings and other education on specific products and processes

  • Conduct regular status meetings with sales, agency, client contacts and other key stakeholders as needed throughout the onboarding process

  • Oversee the Implementation Process with internal teams and third-party vendors to ensure all of the plan components are set up properly

  • Serve as customer liaison for claims and administration problem resolution during initial onboarding

  • Executes effective resolutions on escalated service needs, including claims, billing, eligibility, licensing, commissions, web access, and other customer service needs that arise during initial onboarding period and as a back up for other Account Specialists

  • Work with Sales and Agents to identify transition of care needs and provide solutions for care as needed for members

  • Prepare and maintain reports to track contract type by client

  • Assist Account Manager with meeting preparation - developing and preparing reports and materials for account review meetings

  • Provide additional support for broad Account Management Team when designated book of business role workload allows

  • Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations

  • Perform root cause analysis and determine proper course of action

  • Explain insurance concepts in an easy to understand format

  • Possesses a deep understanding of all workflows and business processes

  • Provides education for others within the Account Management and Sales team


Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • High School Diploma or GED required

  • 4+ years of experience in employee benefits customer service and/or account management

  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)


Desired Skills:


  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

  • Previous employee benefits industry experience

  • Understanding of concepts related to health insurance policy administration, including claims, benefits, premiums, eligibility, etc

  • Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience

  • Strong oral, written and presentation skills

  • Possesses self-motivation to work independently, has good organization skills and the ability to complete multiple tasks in a timely fashion

  • Team oriented ability to provide guidance on process, procedures, and product. Comfortable with delivering and receiving feedback as appropriate

Job Requirements

 

Job Snapshot

Location US-WI-Milwaukee
Employment Type Full-Time Employee
Pay Type Year
Pay Rate N/A
Store Type Insurance
Apply

Company Overview

National General Insurance

National General Insurance Group is one of the largest automobile insurers in the United States. National General Insurance Group offers property and casualty products, including personal auto, RV, motorcycle, commercial auto and more. With a nationwide network of claims professionals and a 24-hour, toll-free claims hotline available 365 days a year, National General Insurance provides superior claims service for its customers. Learn More

Contact Information

US-WI-Milwaukee
National General Insurance
615-942-2805
Snapshot
National General Insurance
Company:
US-WI-Milwaukee
Location:
Full-Time Employee
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Insurance
Store Type:

Job Description

Primary Purpose:

In this role, the Account Implementation Coordinator will be a liaison between Sales and Account Management to oversee the implementation and onboarding process to ensure a smooth experience for New Mid-Market Employers.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.


  • Work with the Sales Team to educate new clients on implementation timing expectations, ongoing plan administration, online portal education, employee enrollment meetings and other education on specific products and processes

  • Conduct regular status meetings with sales, agency, client contacts and other key stakeholders as needed throughout the onboarding process

  • Oversee the Implementation Process with internal teams and third-party vendors to ensure all of the plan components are set up properly

  • Serve as customer liaison for claims and administration problem resolution during initial onboarding

  • Executes effective resolutions on escalated service needs, including claims, billing, eligibility, licensing, commissions, web access, and other customer service needs that arise during initial onboarding period and as a back up for other Account Specialists

  • Work with Sales and Agents to identify transition of care needs and provide solutions for care as needed for members

  • Prepare and maintain reports to track contract type by client

  • Assist Account Manager with meeting preparation - developing and preparing reports and materials for account review meetings

  • Provide additional support for broad Account Management Team when designated book of business role workload allows

  • Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations

  • Perform root cause analysis and determine proper course of action

  • Explain insurance concepts in an easy to understand format

  • Possesses a deep understanding of all workflows and business processes

  • Provides education for others within the Account Management and Sales team


Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • High School Diploma or GED required

  • 4+ years of experience in employee benefits customer service and/or account management

  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)


Desired Skills:


  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience

  • Previous employee benefits industry experience

  • Understanding of concepts related to health insurance policy administration, including claims, benefits, premiums, eligibility, etc

  • Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience

  • Strong oral, written and presentation skills

  • Possesses self-motivation to work independently, has good organization skills and the ability to complete multiple tasks in a timely fashion

  • Team oriented ability to provide guidance on process, procedures, and product. Comfortable with delivering and receiving feedback as appropriate

Job Requirements

 
Mwh3nh5yx7fd2t4wk37
CareerRookie Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using careerrookie.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Account Implementation Coordinator- Up to $2500 New Hire Bonus Apply now