Client first mentality through communication and ownership
Accurate and timely implementation of new Clients
Consult with Brokers and Clients to collect sold case materials and facilitate accurate completion of paperwork
Analyze submission materials for accuracy and completeness; independently resolve issues raised about sold case plan design and structure by consulting with the Broker, Client and/or Underwriter
Review prior carrier booklet for plan design discrepancies, identify issues and negotiate final sold plan design with Broker, Client and/or Underwriter
Review case against Underwriting guidelines; identify any risk issues associated with final plan design and consult with Underwriting, when necessary, to negotiate final risk approval
Responsible for accurately updating all sold case plan design, rate, and Member information into the QPS system of record

Experience in group benefits or related industry preferred
Communication skills and influencing the customer
Time management and organization are critical competencies
Exceptional Client focus
Develop in-depth knowledge of Group Benefits products, risk management policies and administrative processes
Ability to think creatively to resolve complex or non-routine implementation issues
Strong written and verbal communication skills and experience
Ability to work in a deadline-oriented environment with multiple priorities
Work independently with minimal supervision
Demonstrated effective presentation skills
Solid project management, negotiation, decision-making and problem solving skills
Ability to work in a team environment
Ability to develop and maintain effective, professional business relationships with internal and external Clients
Understanding of specialized business and critical partnerships

Implementation Consultant

Key skills