Client Implementation Analyst-AHA (Sales)
The Client Implementation Analyst is the key point of contact for communicating with Sales, Brokers, and new clients to ensure a successful onboarding process onto our benefit platform.. This includes new sales, renewal changes, cancellations and maintenance of the client's account setup. The Client Setup Analyst investigates and resolves client setup issues.
1. Oversee and Analyze the installation of a new client onto our benefit platform, including customer requirements.
2. Document issues or tasks and work closely with Sales to meet customer expectations.
3. Setup groups in the group and benefits administration systems, including medical, pharmacy, dental and vision benefits.
4. Communicate with Sales or Brokers to understand the client's benefits purchase and execute the setup. Develop and maintain a strong business relationship with the internal customers of the IBC Family of Companies, including but not limited to, Underwriting, Sales, Marketing, Enrollment, Customer Service, and any other areas involved in the process.
5. May participate in on-site visits to new employer groups and administrators to explain the set-up process,
6. Responsible for implementation of new groups, benefit changes and cancellations.
7. Research and troubleshoot benefits and any other issues related to group set-up. Represent Client Implementation team in cross functional internal and vendor meetings.
8. Perform additional duties as assigned.
è This position spends about 75% of their time performing New Client Installations and the remaining 25% handling renewal tasks.
A. High School Diploma required, Bachelor's degree in Business or related field preferred. Must have 3 - 5 years relevant experience.
B. Excellent time management and organizational skills required. Ability to prioritize workload and meet deadlines in a fast-paced environment with some supervision. Flexibility and adaptability is a must. Willingness to be cross trained is required to assist other team members. Strong communications skills required – position interacts with all levels of management and may communicate with external clients as well. Must be strong problem-solver and be able to follow-up and take an issue to resolution. Aptitude to understand benefits and Underwriting rating methodology. Some critical thinking skills; Capability to understand Underwriting guidelines and apply them. High level technical aptitude required - ability to use Microsoft Office and to learn proprietary and vendor systems. High level of professionalism is necessary to progress.
Independence Blue Cross is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.
