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Account Implementation Coordinator

Company: National General Insurance
Location: Milwaukee
Posted on: November 22, 2021

Job Description:

Job DescriptionPrimary Purpose:In this role, the Account Implementation Coordinator will be a liaison between Sales and Account Management to oversee the implementation and onboarding process to ensure a smooth experience for New Mid-Market Employers.Essential Duties and Responsibilities:Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Work with the Sales Team to educate new clients on implementation timing expectations, ongoing plan administration, online portal education, employee enrollment meetings and other education on specific products and processesConduct regular status meetings with sales, agency, client contacts and other key stakeholders as needed throughout the onboarding processOversee the Implementation Process with internal teams and third-party vendors to ensure all of the plan components are set up properlyServe as customer liaison for claims and administration problem resolution during initial onboardingExecutes effective resolutions on escalated service needs, including claims, billing, eligibility, licensing, commissions, web access, and other customer service needs that arise during initial onboarding period and as a back up for other Account SpecialistsWork with Sales and Agents to identify transition of care needs and provide solutions for care as needed for membersPrepare and maintain reports to track contract type by clientAssist Account Manager with meeting preparation - developing and preparing reports and materials for account review meetingsProvide additional support for broad Account Management Team when designated book of business role workload allowsFosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectationsPerform root cause analysis and determine proper course of actionExplain insurance concepts in an easy to understand formatPossesses a deep understanding of all workflows and business processesProvides education for others within the Account Management and Sales teamMinimum Skills and Competencies:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High School Diploma or GED required4+ years of experience in employee benefits customer service and/or account managementExcellent organizational, interpersonal, communication skills and ability to work in a team environmentProficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)Desired Skills:Bachelor Degree or in-lieu of degree equivalent education, training and work-related experiencePrevious employee benefits industry experienceUnderstanding of concepts related to health insurance policy administration, including claims, benefits, premiums, eligibility, etcAbility to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audienceStrong oral, written and presentation skillsPossesses self-motivation to work independently, has good organization skills and the ability to complete multiple tasks in a timely fashionTeam oriented ability to provide guidance on process, procedures, and product. Comfortable with delivering and receiving feedback as appropriateby Jobble

Keywords: National General Insurance, Milwaukee , Account Implementation Coordinator, Other , Milwaukee, Wisconsin

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