Sr. Implementation Specialist
The Sr. Implementation Specialist is responsible for developing and managing client implementation project plans for new and existing implementations. Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout the implementation process.
Responsibilities
- Single source of contact for clients, brokers and external partners during the implementation and enrollment process
- Partner with Enrollment Services to ensure quality, timely enrollments
- Manage the internal Implementation process including execution of enrollment data
- Demonstrate a solid knowledge of CWB's products, services including administration and billing and technology platforms
- Display an understanding of interdependencies / relationships with other internal partners
- Conduct product and technology platform enrollment trainings for key agencies, brokers and benefit counselors
- Participate in VIP and Finalist presentations
- Establish and build cohesive partnerships with internal and external customers
- Deliver exceptional and timely customer service when addressing implementation questions and issues
- Manage and steward implementation issues toward resolution in a timely and efficient manner
- Responsible for service delivery up and thru first bill payment and reconciliation
Competencies
Problem Solving : Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation.Continuous Learning : Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growthInitiative : Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.Adaptability : Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change courseResults Orientation : Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired resultsValues Orientation : Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks "OneChubb"Skills
Demonstrated analytical skills and knowledge base to consult with customers on insurance productsExcellent interpersonal and communication skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needsAbility to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversightAbility to prioritize and manage customer expectations accordinglyEducation and Experience
Minimum of three years of insurance industry knowledge and experience in implementation, account management or project management is required. Voluntary / Worksite marketplace experience preferredMinimum of three years of experience successfully managing projects and / or stakeholders with and without direct authority strongly preferredBachelor's degree or equivalent experience requiredActive life and health license preferred or the ability to complete / obtain within first year of employment with company support is requiredAbility to travel up to 20-40% within assigned territory