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Onboarding Implementation Specialist I

Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

1-3 years in a data entry or administrative role, 1-2 years in Group Health Insurance/Benefits preferred, Intermediate level experience with Microsoft Office, College degree preferred, but not required.

Key responsabilities:

  • Manage New Business and Reissue implementations
  • Communicate with clients for documentation needs

Allied Benefit Systems, LLC logo
Allied Benefit Systems, LLC Unicorn https://www.alliedbenefit.com/
501 - 1000 Employees
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Job description

ONBOARDING IMPLEMENTATION SPECIALIST I

Position Summary

To execute the day-to-day functions of Allied’s BPO Onboarding Specialist by driving processes for successful New/Reissue Case Implementations, BPO Group Reporting, and business expectations.

Essential Functions

  • Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated accurately to the BPO Onboarding Teams. Serve as subject matter expert.
  • Own completion of the New Business Document for all New Business and Reissues and submitting them to the Shell Build team.
  • Communicate efficiently with Onboarding team members to ensure transparency and flexibility across tasks, to meet business expectations.
  • Serve as point of contact with external clients to ensure the correct documentation is received to complete new case implementations and Agent set-up.
  • Strong understanding of the BPO processes and department workflows to ensure inter-department coordination and meeting turnaround time expectations.
  • Executes effective resolutions for escalated issues and ensure that the appropriate Allied teams are informed.
  • Executes required daily, weekly, and monthly reporting for Allied and BPO clients.
  • Other duties as assigned.

EDUCATION

  • College degree preferred, but not required.

Experience And Skills

  • 1-3 years of experience in a data entry or administrative role required
  • 1-2 years of experience in Group Health Insurance/Benefits preferred
  • Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required, Access preferred
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to think outside the box to problem solve, innovate ideas for process improvements, and take initiative.

POSITION COMPETENCIES

  • Communication
  • Customer Focus
  • Accountability
  • Functional/Technical Job Skills

CERTIFICATES & LICENSES

  • Life and Health Insurance Producers license preferred.

PHYSICAL DEMANDS

Ability to sit for long periods of time. Ability to communicate via telephone.

WORK ENVIRONMENT

Remote

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Microsoft Excel
  • Microsoft PowerPoint
  • Organizational Skills
  • Time Management
  • Communication
  • Problem Solving

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