Associate Manager, Client Transition

Job Description:

  • Lead internal and external facing customer calls
  • Consult, engage, and communicate regularly with clients to gather and document business requirements and requests
  • Utilize video and record customer calls for internal training and Quality purposes
  • Serve as a strategic thought leader providing holistic coordination of the end to end implementation process acting in the role of project manager with a focus on customers in our premier segment (100 - 5,000 lives)
  • Provide consultation and recommendations on optimal administration of the case including case structure design for claims and billing, portal usage, and reporting needs
  • Develop, communicate, maintain, and manage a detailed project plan for the onboarding process which milestone and deadline success criterion are met or exceeded
  • Excel in professional presence and finesse with all levels of the customer’s team including senior management
  • Closely collaborate with Account Management team and various internal business partners to ensure a smooth onboarding process, completion, and transition
  • May lead team level project and process enhancements or support UAT testing; participate as subject matter expert on department initiatives and handle assigned tasks and assist with Standard operating procedures (SOPs)
  • May assist with developing training materials or standard operating procedures (SOPs); may deliver some functional training

Requirements:

  • 3+ Years in Customer facing roles with demonstrated success
  • Project management skills
  • Minimum of 3 years of experience and knowledge of Group Insurance products
  • Self-motivation with a strong drive for results
  • Superior interpersonal skills including team collaboration, leadership, presentation, organizational, and communication skills
  • Superior consultative and problem-solving skills
  • Ability to manage work in a fast paced, deadline driven environment, juggling multiple priorities
  • Professionalism, efficiency, and calm demeanor under pressure
  • Proficiency in MS Office (Excel, Word, Power Point, Project)
  • Bachelor’s degree or equivalent experience

Benefits:

  • Medical, dental, vision, life insurance, disability insurance
  • Paid Time Off (PTO)
  • Leave of absences, such as parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
  • Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance
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