Implementation Specialist
Job Description
Job Description
JOB DESCRIPTION: IMPLEMENTATION SPECIALIST
The Implementation Specialist serves as the primary liaison between The Harrison Group and clients, supporting them from pre-sale consultation through initial post-sale administration of their pre-tax benefit plans. The Implementation Specialist role will foster strong, long-term partnerships with clients and the consulting community. This role directs all aspects of client benefit plan installation for new and existing clients of The Harrison Group’s products and services and develops/executes an implementation strategy consistent with client expectations.
In this role, the Implementation Specialist will be relied upon for creating, managing and tracking detailed project plans, outlining required actions, parties responsible and assigned target dates associated with the delivery of the services and projects, while providing exceptional customer service. He or she must have excellent communication skills, and be client-focused, with an understanding of benefits being a plus.
The Implementation Specialist must be organized , ensuring the project plan runs on-time, communicating potential implications of pushed or missed deadlines to all project stakeholders . In addition, the Implementation Specialist may be responsible for the oversight of the implementation process for new and renewing groups, as well as the oversight and development of documentation for all new and existing clients.
We expect that the candidate may not have experience in everything required but we will provide a considerable amount of training during the onboarding of this position.
Essential Duties and Responsibilities
• Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues
• Ensure implementation strategy is administered in accordance with all performance guarantee arrangements.
• Partner with all key stakeholders (i.e., sales/service staff, consultants, plan sponsors, and other internal business units) to proactively identify and address critical implementation issues ensuring client expectations are consistently satisfied or exceeded
• Evaluate impact of client-requested exception and develop reasonable alternatives to satisfy client's needs while minimizing impact on systems and operations
• Collaborate on review, analysis and development of recommendations for the design of complex account and benefit structures based on client's objectives and our software systems and administrative processes (ex: claims processing, customer service)
• Obtain a firm understanding of regulatory guidelines surrounding the administration of HRAs, FSAs, HSAs and the implications of running benefits along side one another.
• Strong understanding of our software and card services, capabilities and how it impacts administration and end-user benefit experience.
• Professionally participates in client meetings including collaborative conversations with clients and brokers, benefit fair attendance and/or presentations to educate employees on their benefit Plan offerings.
• Other duties as assigned.
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 essential functions.
Skills
• Ability to maintain composure in stressful situations.
• Ability to prioritize tasks/projects in a fast-paced environment while utilizing organizational/time management skills to perform all duties and job tasks accurately and efficiently
• Ability to respond to client inquiries in a professional and timely manner
• Proficiency in verbal and written communication and the ability to solve problems with minimal supervision
• Superior organization and time management skills
• Strong PC and Windows skills, including proficient typing
• Excellent public speaking and customer service skills
• Flexibility to work additional hours as needed, either seasonally or as dictated by business needs.
Education/ Experience:
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
· Previous experience in employee benefits or project management is preferred but not required.
· Bachelor's degree in Business/Health Administration preferred but not required.
Position Type and Hours of Work:
This is a full-time salaried position. Days and work hours are Monday through Friday, 8:30 am to 5:00 pm, or as otherwise assigned. Salary is commensurate with education and experience.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines and the Microsoft Office Suite.
Travel:
This job may require up to 10% travel to the client’s workplace and is primarily local during the business day and within an hour of our Havertown office.
Disclaimer: The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Company DescriptionThe Harrison Group, Inc is a national leading third-party administrator specializing in the technical consultation, design, implementation, and administration of Consumer Directed Healthcare including Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), and other related services to a wide range of businesses and organizations throughout the United States.
Company Description
The Harrison Group, Inc is a national leading third-party administrator specializing in the technical consultation, design, implementation, and administration of Consumer Directed Healthcare including Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), and other related services to a wide range of businesses and organizations throughout the United States.