Implementation Specialist - Employee Benefits New Business jobs in United States
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OneAmerica Financial · 4 days ago

Implementation Specialist - Employee Benefits New Business

OneAmerica Financial is committed to creating certainty for its customers and is seeking an Implementation Specialist to work within the Employee Benefits business line. This role is responsible for managing the implementation of new business cases, maintaining strong relationships with customers, and ensuring a positive onboarding experience for new clients.

BankingCrowdfundingEducationFinancial Services

Responsibilities

Manage the overall implementation of the new business case
Build and maintain relationships with internal and external customers
Educate, consult and communicate effectively with internal and external customers
Research and resolve roadblocks during implementation of the new business process
Proactively follow-up on outstanding information
Act as Project Manager throughout the entire implementation process
Ensure timely and accurate data entry into Sales Force during all phases of the implementation

Qualification

Customer service experienceProject managementAnalytical skillsSales Force proficiencyProfessional communicationTeam collaborationAttention to detail

Required

High School Diploma required, or any combination of education and experience which would provide an equivalent background
Strong client service skills
Accuracy and attention to detail and in-depth analytical skills
Ability to work in a team environment
Requires self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced customer service environment with high volumes
Professional written & verbal communication skills and the ability to collaborate with internal stakeholders

Preferred

College degree or work experience in lieu preferred (insurance, operations, call center or financial services)
1+ years customer service or contact center experience preferred

Company

OneAmerica Financial

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OneAmerica Financial® is a national financial services organization helping people build greater certainty for better moments, every day.

Funding

Current Stage
Late Stage

Leadership Team

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Joe Ingream
Head of Employee Benefits-Group Insurance
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Company data provided by crunchbase