Implementation Manager, Middle Market; Accounts

Ready to use your project management skills to manage a book of business within the Middle Market (O500) Client accounts? As a Client Account Installation Advisor, you’ll manage all facets of client benefits set up—administrative details, benefits confirmation, structure and billing set up, eligibility collection and loading, and  distribution. You’ll act as a liaison between our clients and internal business partners driving the installation process.

Location requirement: Candidates who reside within 50 miles of Bloomfield, CT;
Chattanooga, TN;
Denver, CO;
St. Louis, MO; or Scottsdale, AZ will be required to perform onsite 3 days per week.

• Own the client experience across the end‑to‑end onboarding process for new and renewing clients.
• Lead implementation meetings with clients, sometimes in person, and develop and present an implementation calendar that includes matrix partner deliverables. Coordinate and deliver implementation documents to clients and obtain sign‑off.
• Partner with the Sales Executive during the Request for Proposal (RFP) process to fully understand the client’s intent with respect to benefit plans and administrative capabilities, renegotiating as needed through ongoing communication.
• Act as a benefits expert and interact with clients on benefit intent; partner with the Implementation Specialist to assess the feasibility of requested plan designs and execute the client’s plan interpretation.
• Coordinate and build relationships with the internal matrix team of subject‑matter experts to execute implementation for clients, managing issues and driving resolution.
• Coordinate downstream areas for benefit build, structure build, work order build, eligibility,  and reservations, billing, banking, and scheduling calls as needed to facilitate implementation.
• Communicate ongoing implementation status to clients, internal and external partners; surface, negotiate and resolve all issues related to implementation, process, plan design, and timing of deliverables. Communicate outcomes and next steps with Sales, Client Service Executive, and other matrix partners as needed.

• High School diploma or GED required;
  Bachelor’s degree in business administration, business communication, marketing, or a related field preferred.
• 5+ years of experience in project management, account management, account services, sales, or other client‑interaction roles requiring robust problem‑solving skills.
• 3+ years of experience creating and presenting customer or producer communications.
• Demonstrated leadership, motivational skills, successful negotiation experience, and ability to influence internal/external constituencies.
• Ability to manage multiple, divergent priorities and deadlines, work independently and proactively, and negotiate and manage expectations for mutually acceptable solutions.
• Proficiency with multiple software and system‑based applications, including databases and spreadsheets (Word, Excel, PowerPoint, tracking systems).
• Understanding of a variety of insurance plans, including medical, dental, long‑term disability, accidental death & dismemberment, and life coverage.
• Experience and ability to understand the technical aspects of the installation cycle and data behavior.
• Ability to travel to client meetings, approximately 10%.

Remote work requirement: If you will be working at home occasionally or permanently, your internet connection must be provided by a cable broadband or fiber‑optic service provider with speeds of at least 10 Mbps download and 5 Mbps upload.

For this position, we anticipate offering an annual salary of $82,700 – $137,800 USD, depending on experience and geographic location.

This role is also anticipated to be eligible to participate in an annual bonus plan.

Starting on day one, you’ll have access to a comprehensive range of benefits, including medical, vision, dental, well‑being, and behavioral health programs. Additional benefits include 401(k), company‑paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year, and paid holidays.

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