Job Title : Implementation Coordinator

FLSA Status : Non-Exempt

Job Family : Affiliates

Department : Ministry Works

Location : Home Office (Fort Wayne, IN)

JOB SUMMARY

Responsible for providing initial client interactions to facilitate first phase of the on-boarding process including documentation collection, validation, and processing ensuring timely transition to be triaged.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Initiate post-sales contact with MinistryWorks clients, including educating the client about the process, forms, and tax regulations.
• Process client documentation in imaging software according to guidelines.
• Generate, collect, file, and manage federal and state Power of Attorney forms including resolving all related issues; establish online access to state withholding and unemployment accounts.
• Initiate client within payroll software and facilitate system verification with federal database.
• Understand state and local tax documents to ensure proper documentation is collected.
• Manage a shared email inbox to ensure proper dissemination of incoming communication.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed below are representative of the knowledge, skills, and / or abilities required to perform each essential duty satisfactorily.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must have proficient data entry skills and be extremely detail-oriented.
• Must have computer spreadsheet (Excel) and work-processing skills.
• Excellent communication skills, both oral and written.
• Must possess mathematical, organizational, and people skills.
• Must be able to multi-task, be accurate with details, and maintain confidentiality.
• Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.

EDUCATION AND / OR EXPERIENCE

• Must have a high school diploma or equivalent.
• Must have a minimum of one year of general business experience.
• Bachelor's degree or equivalent is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company's niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires.

This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position.

This position description is not an employment contract, implied or otherwise. The employment relationship remains "at-will".

Last updated : 2024-05-14