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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Client Implementation Specialist is primarily responsible for managing the New Client Onboarding process within the McGriff Flexible Benefits TPA and reports to the Client Operations Manager. This position will show all new clients our relational customer service experience starting from the very first interaction! Building relationships with our clients is the core of what makes McGriff Flexible Benefits different, we never settle for less when it comes to servicing our clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Initiate and manage end-to-end tasks associated with the new client implementation and onboarding.
• Exhibit ownership of the implementation experience and client satisfaction throughout the onboarding process.
• Coordinate and facilitate meetings related to new client onboarding to include sales discovery, software demonstrations, plan setup and training.
• Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury and Claims Administration.
• Additionally with all external Broker partners and Account Managers.
• Utilize MS Office tools to document scope, meeting agendas/notes and project plans.
• Track and report progress of implementation progress.
• Keeps abreast of current trends, Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and pronouncements and communicates these changes to the staff to promote knowledge.
• Responsible for adhering to standard operating procedures and processes to assure the highest quality product, development of staff through training and ongoing support involving record keeping and computer technology.
• Bring forward suggestions for organizational improvement.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.
• Support overall MEBS revenue and retention goals.
• Other duties and responsibilities as requested by management.
QUALIFICATIONS
Required Qualifications:
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.
1. High school diploma or equivalent work experience
2. Several years of experience working with large system record keeping platforms
3. Demonstrate strong organizational and project skills
4. Strong communication and interpersonal skills (written and verbal)
5. Act with responsiveness, urgency and professionalism in all matters
6. Maintain an enthusiastic, positive attitude at all times
7. Able to utilize Office Suite applications (Word, Excel, PowerPoint, Outlook) and Adobe
8. Ability to analyze large datasets; an analytical mind and inclination for problem-solving
Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
General Description of Available Benefits for Eligible Employees of TIH:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH’s generous benefit plans, please visit our Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.
TIH Insurance Holdings, LP (TIH) supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. TIH is a Drug Free Workplace.
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