Job Description :

The ideal candidate will be responsible for the timely and accurate completion of key tasks supporting the successful implementation of new Small Business Clients with and / or on behalf of a team of Implementation Specialists.

Responsibilities during this assignment can include :

Execute the preliminary steps to build a new client structure for implementation requests routed through shared Salesforce queue;

using standard client set-up guideline(s) and process(es)

• Initiation of and accurate and timely tracking for all completed tasks using proprietary Salesforce Implementation Tracker Project Management tool
• Benefit set-up validation in core Facets system and communicating to implementation owners any discrepancies with expected outcome
• Execution of new client online portal access set-up; includes sending the appropriate communication email templates, tracking status and reporting any identified issues.
• Monitor team shared Outlook mailbox for incoming membership documents sent from clients, brokers or Third Party Administrators (TPA’s)
• Review incoming membership documents (Microsoft Excel and Word) to confirm accuracy in formatting and validity of data;

includes communicating when updates are needed for successful membership enrollment and / or submission for processing.

EEO :