Implementation Specialist
Implementation Specialists will work with the Broker/Group on all Direct and TPA cases (new and transitions onto the Platform). They will also confirm Implementation has been completed with the Carrier. The Implementation Specialists will work with the Broker/Group through data collection & carrier submission and successfully hand-off each case to the Account Management / Customer Service Team.
Duties/Responsibilities:
Pre-Implementation OR NLOC at Renewal
- At the request of GIS sales reps, attend demo calls & send debriefs to clients & brokers.
- Receive NOS and designate which Implementation Specialist will be assigned to the case
- Conduct a kick-off call with GIS Sales Representative and Broker/Group to review the sold case (rule of thumb: 50+, but also set up calls based on case size, complexity, and broker relationship)
The Implementation Specialists will provide the Broker/Group with an “Implementation Timeline”
Confirm OE dates
Confirm all sold plan designs and rates
Confirm if anything additional should be added or built in the BenAdmin system
- Request the following from the Carriers
Employer paperwork
Final sold proposal
Benefit Summaries – review for accuracy once received
- Send the following to the Broker/Group
Employer paperwork – prefilled if possible
Benefit Summaries
GIS Checklist (if applicable)
TPA Agreements (if applicable)
- Collect and review the following items from the Broker/Group
Employer paperwork
Benefit Summaries
GIS Checklist (if applicable)
TPA Agreements (if applicable)