Implementation Specialist

Implementation Specialist- Brookfield, WI Office

Under the supervision of the Customer Service Manager, 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 will require a Life & Health insurance license for each of the states in the assigned region. Employees who are unlicensed at the time of hire will be required to attain the Life & Health insurance license for each of the states in the assigned region within 30 days of the Pre-Licensing class.

Primary 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.
• 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.

Normal Working Hours and Days :

Monday through Friday; 8 : 00 a.m. to 5 : 00 p.m. (or as mutually agreed to by the parties); 30 minute lunch; overtime as required.

Physical Requirements :

The above statements are intended to describe the essential functions, position responsibilities, and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and skills required of personnel so classified. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time.

National Insurance Services of Wisconsin, Inc. is an Equal Opportunity Employer.

How to Apply :

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