Job Summary
A company is looking for an Implementation Specialist - Remote.
Key Responsibilities
- Gather and manage applications from carriers, instruct clients on paperwork completion, and ensure proper submission for implementation
- Communicate final approvals from carriers to clients, providing necessary documentation and plan details
- Maintain database management and documentation, including tracking correspondence and entering information into Microsoft CRM
Required Qualifications, Training, and Education
- Bachelor's degree preferred
- Experience in a benefits support role at a carrier, general agency, or brokerage preferred
- Proficient in Microsoft Office applications, including Excel, Word, and Outlook
- Knowledge of health and ancillary insurance products and benefit plan designs preferred
- Current life and health insurance license required
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