New Group Implementation Specialist
National Insurance Services
Location
Brookfield, WI | United States
Job description
This position facilitates the Insured Product implementation process for both new and existing clients of National Insurance Services, ensuring a successful onboarding experience.
The position also provides initial customer service support for new groups and oversees a successful transition to the ongoing service team after completion of the implementation process.
- This position comes with a competitive benefits package including a 401k with Co. Match
- Wellness benefit
- Educational reimbursement
- Both a PTO allowance and a sick leave allowance
- Generous paid Holiday schedule
Responsibilities:
- Upon the sale of a case, communicates with customers to obtain enrollment materials and collaborates with the Underwriting and Billing departments to complete new case implementation.
- Handle all aspects of review and distribution of new group plan documents (Joinder/Application and Certificates).
- Effectively service new groups until group is transitioned to the ongoing service team.
- Oversee and coordinate block implementations, utilizing Service Department resources when needed.
- Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter. Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language.
- Maintain and update all systems databases and customer files per company guidelines.
- Collaborate with Customer Service Manager to identify opportunities for process improvement or service enhancements.
Qualifications:
- Two years experience in customer service, preferably in an employee benefits related capacity.
- Ability to read and interpret insurance policy language, and effectively communicate policy language and intent to customers.
- Demonstrated analytical skills. Must have a high aptitude for problem identification, investigation, and resolution.
- Must possess a high level of positive interpersonal skills and negotiation skills. Exhibit poise, tact, and diplomacy both to internal and external customers.
- Proficient in Word, Excel, Outlook, and Adobe Acrobat. Proven capacity to learn software programs developed in-house.
- Must have excellent command of the English language; oral and written.Moderate mathematical skills are required.
- Attention to detail in interpreting, composing, and proofreading written materials.
- Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands. Possesses excellent organizational skills.
- Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements.
- Ability to work and make decisions independently and within a team environment.
- Consistent daily attendance is required for this position along with the ability to work occasional overtime as needed with the possibility of short notice.
- This position will require the attainment of Life Health Insurance licenses for each of the States in the assigned region.
About Company:
Please visit our website to learn more about National Insurance Services!
National Insurance Services:
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