Implementation Specialist

Implementation Specialist

General Summary: The Implementation Specialist is responsible for the project management and installation of new client group benefit plans. Works closely with Delta Dental Sales Executives and Account Managers on pre and post-sales activities for individually underwritten new business acquisition and exiting business group set-up.

Essential Functions

Responsible for role of project manager for large group implementation. Primary contact for large group customers/brokers during the requirements and implementation process.

• Coordinate new group implementation on assigned groups
• Assess clients' needs and requirements to ensure successful implementation
• Facilitate client implementation meetings
• Interface with brokers, group administrators (clients), and internal partners to ensure accurate and timely implementation of new business
• Conduct new group open enrollment presentation meetings and assist with health fairs as necessary
• Ensure accurate system set-up for new and existing customers
• Supports and maintains compliance with Customer Relationship Management reporting system
• Serve as a department resource on health insurance exchanges
• Assist the proposal department with questionnaires on Request for Proposals
• Stay abreast of changing requirements with third party administrator and state product filings
• Other duties and projects as requested by management personnel. Some travel required

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the team member. Duties, responsibilities, and activities may change or be assigned at any time with or without notice.