Implementation Analyst

A company is looking for an Implementation Analyst to manage the onboarding process for new Employee Benefits groups in the small case market.

Key Responsibilities

Gather and confirm sold case information from sales, producers, and customers

Lead customers through contract review, billing setup, and use of service tools

Install new groups and transition them to the assigned Account Specialist

Required Qualifications

High School Diploma or Equivalent; Bachelor's degree preferred

3+ years of group insurance experience, including employee benefits and direct customer interaction

Experience in project management, benefits administration, or customer service

Experience using Salesforce or similar CRM tools

Familiarity with contract setup and billing processes