A-Implementation Specialist

Overview:
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 attainment of Life & Health insurance license for each of the states in the assigned region.

What You'll Do:
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.

What You'll Need:
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:

Position is primarily sedentary in nature with relatively equal amounts of sitting, standing, and walking.

Infrequent light physical effort may be required.

 

The above statements are intended to describe the general nature 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.

What's in it For You?:
Competitive base salary.??  

Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid 

Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days. 

Health benefit options with you in mind; 5 affordable medical plan options with 
rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 

cleanings per year, and 2 vision plan options.???  

Company match 401(k) plan – 50% up to 6%!??  

Support of your fitness wellness goals! We offer up to 75% off at over 11,000 

gyms and fitness centers.???  

Opportunity to prioritize your mental health with 24/7 access to licensed 

therapists.??  

Pet benefits & discounts.???  

Access to our Employee-led Resource Groups (ERGs) that lend a voice to the 

variety of demographics represented throughout our company. 

Grow, with us:
Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust. 

  

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that 

our employees build with our clients every day. 

  

Working with us will give you the opportunity to do work that matters while you learn 

with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members.  Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!