What are the responsibilities and job description for the Implementation Manager position at GIS National LLC?
Job Description
Job Description
Description : Job Summary :
The Implementation Manager will work with the Broker / Group on all Direct, Hybrid and TPA cases (new and transitions onto the Platform). The Implementation Manager will ensure all Benefit Administration sites are set up and functioning correctly. They will also confirm implementation has been completed with the Carrier and Boon Chapman. The Implementation Manager will work with the Broker / Group through the first invoice and successfully hand-off each case to the Customer Service Team.
Duties / Responsibilities :
Pre-Implementation
Receive NOS and designate which Implementation Manager will be assigned to the case
Conduct a kick-off call with GIS Sales Representative and Broker / Group to review the sold case (rule of thumb : 50 , but also set up calls based on case size, complexity, and broker relationship)
The Implementation Manager will provide the Broker / Group with an “Implementation Timeline”
Confirm OE dates
Confirm all sold plan designs and rates
Confirm if anything additional should be added or built in the Benefits Administration system
If Boon Chapman or Patra is to manage medical eligibility, the Implementation Specialist will review the MEM process
If Boon Chapman is to manage COBRA, the Implementation Specialist will review the COBRA process
Request the following from the Carriers
Employer paperwork
Final sold proposal
Benefit Summaries – review for accuracy once received
Send the following to the Broker / Group
Employer paperwork – prefilled if possible
Benefit Summaries
GIS Checklist (if applicable)
TPA Agreements (if applicable)
Collect the following items from the Broker / Group
Employer paperwork
Benefit Summaries
GIS Checklist (if applicable)
TPA Agreements (if applicable)
If Personalized Enrollment Forms are needed, the Implementation Manager will complete and review for accuracy prior to sending out to the Broker / Group
Benefit Administration Systems
Gather case essentials and send case to the Build Team
Review and test the site for accuracy
Provide the Broker / Group with test employees
Have the Broker / Group sign the “Site Authorization” form prior to releasing the site to begin OE
During Implementation
Provide Broker / Group with enrollment status reports (Scheduled Reports)
Review status reports for missing / bad data (missing addresses, occupations, participation requirements)
Boon Chapman
Complete the pre-liminary and final SGS within Insight
Upload all TPA Agreements into Insight
Orchestrate all training calls as needed :
Billing
COBRA
Flex
Provide Boon Chapman’s Account Owner with open enrollment details
Confirm with Boon Chapman’s Account Owner once enrollment has been completed
Confirm the first invoice has been posted
Confirm the admin kit has been sent and posted in Insight
Carrier Implementation
Provide all carrier paperwork and enrollment censuses to carrier
Ensure carrier is working each case in a timely manner
Receive and send the Welcome Letter to the Broker / Group
Confirm if ID Cards will be provided to the group and in which manner they will be sent
Receive all plan certificates and review for accuracy
Send all plan certificates to the Broker / Group and add to Benefits Administration systems
Post-Implementation
Close down Benefits Administration systems
Provide Broker / Group with all pending EOI requests and confirm where completed EOI forms can be sent
Provide an updated Payroll Deduction Report
Provide a Plan Enrollment Report for Medical and / or other benefits that we do not manage eligibility for
Review Benefits Administration system to ensure all items are in place :
Group / policy numbers
Benefit summaries
Benefit certificates
Connections
Project manage system connection projects from start to finish
Including but not limited system connections between GIS licensed benefit administrations system and to payroll, TPA, HRIS systems
Review Shared Drive to ensure all items are in place :
GIS Checklist
Sold proposals
Employer paperwork
Benefit summaries
Benefit certificates
TPA Agreements
Rate templates
All Medical information and summaries
Direct Cases
The Implementation Manager will complete the SGS and send to the Finance Team each month
Request the first invoice and send to the Client Executive with sold case details to update the book of business
Customer Service hand-off
Reach out to the Broker / Group to schedule a training call with the group
Introduce the Client Executive and Customer Service Team
The Implementation Manager will conduct the training call
Finalize the Implementation spreadsheet to be sure all fields are complete and annual premium is added
May need to be involved in a case during the year if :
Rate discrepancies are found
Structures were not correctly built during implementation
Requirements :
Required Skills / Abilities :
College graduate or equivalent
Previous group insurance experience preferred
Previous experience working with benefits administration systems preferred
Previous administrative experience preferred
Knowledge of Carrier Eligibility system requirements preferred
Knowledge of business correspondence, filing and general office procedures
Knowledge of Microsoft Office programs, specifically Excel and Outlook
Skill in interpersonal and written communication
Skill in critical thinking, problem analysis and process documentation
Skill in following tasks through to completion
Skill in Project Management
Ability to accurately compile data and perform detailed work
Ability to meet deadlines
Ability to multi-task
Ability to maintain confidentiality of material and information
Bachelor's degree with focus in a business related field. BA or BS required.
This position is highly deadline-driven. This role demands a strong focus on meeting deadlines.
Physical Requirements :
Prolonged periods of sitting at a desk and working on a computer.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Implementation Manager?
Sign up to receive alerts about other jobs on the Implementation Manager career path by checking the boxes next to the positions that interest you.
