Implementation Specialist

Implementation Specialists at PC lead and manage the implementation of new groups. They work in a dynamic environment and as a team to process transactions related to the full implementation of a new group. This Customer Success role provides value to our clients through daily customer service, leveraging technology, communication skills, and responsiveness in order to ensure a positive client experience.

Responsibilities

• Overall responsibility for the effective implementation of assigned new groups onto one of our third‑party administration (TPA) platforms.
• Work with the Account Manager, Underwriter and Consultant to acquire all material required for the installation.
• Clarify information, resolve outstanding issues, examine and follow up on missing information.
• Provide frequent updates to all applicable stakeholders during the implementation process.
• Work closely with other areas in the decision‑making process to en...