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OneAmerica Financial · 2 hours ago

Implementation Specialist - Employee Benefits New Business

South Portland, ME

Full-time

Hybrid

Entry Level

1+ years exp

OneAmerica Financial is dedicated to creating certainty for its customers and advancing stability and growth in its solutions. The Implementation Specialist is responsible for ensuring a smooth transition between insurance carriers and maintaining strong relationships with customers while overseeing the implementation process.

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 experienceAnalytical skillsProject managementProfessional communicationTeam collaboration

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