Manage a book of business within the Middle Market Client accounts
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
Act as a benefits expert and interact with client on benefit intent
Partner with Implementation Specialist to assess feasibility of requested plan designs
Coordinates and builds relationships with internal matrix team of subject matter experts
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

High School diploma or GED required
Bachelor's degree in business administration, business communication, marketing, or other appropriate professional degree preferred
5+ years of experience in project management/account management/account services/sales, or other areas requiring significant client interaction
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
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
Ability to travel to attend client meetings, approximately 10%.

Implementation Manager, Middle Market

Key skills