Employee Benefits Implementation Consultant

About Patra

About this job

The Employee Benefit Implementation Consultant works with customers to manage implementation process for any new services with assistance from support team in the U.S. & India; is accountable & responsible for effective coordination, training, and delivering high quality/efficient service to our customers; and interacts effectively with multiple layers of client’s staff, serves as primary contact/liaison during the implementation process, ensures work consistency, and standards meet/beat client expectations.

Successful candidate will be a self-starter, well organized, highly detailed with excellent communication skills and will provide consistent/professional customer service; must have solid employee benefits knowledge including retail insurance agency experience, ability to write and understand workflows/processes, and knowledge & understanding of software used; and will maintain our goals & ensure we are meeting the needs & demands of our clients at the highest level of service, quality, & responsiveness.

Core Duties

• Lead the implementation / optimization of Patra services
• Provide effective utilization, support, guidance, training, & mentoring to India teams
• Work with team members to define, prioritize, & implement selected enhancements
• Advise & consult with clients to make their business more efficient, profitable, & scalable
• Manage & ensure operation teams meet service standards, turnaround, and response times
• Track, facilitate, & manage issues reported during implementation process; and diagnosing and providing resolution
• Inform Relationship Consultant/relevant personnel of project status
• Respond swiftly in managing inquiries, concerns, & requests from clients
• Knowledge/understanding of technology-based tools & solutions in the insurance industry
• Use analytical & critical thinking in work processes and communication skills
• Collaborate & make recommendations to client about workflow / workflow documentation
• Protect confidentiality of information learned by performing duties of the position
• Other duties as assigned

Minimum Requirements – Education and Experience

• Minimum of 5 to 7 years’ retail insurance agency/broker employee benefits experience
• Implementation experience a plus
• Employee Navigator Experience a huge plus

Knowledge, Skills, Abilities

• Knowledgeable in Health & Life insurance coverages, insurance agency management systems, & other software used
• Ability to write workflows & maintain documentation
• Working knowledge/understanding of employee benefits, health plan implementation, administration, and practical experience in regulatory issues (ERISA, COBRA, HIPPAA, both state & federal regulations specific to health insurance nationwide)
• Ability to communicate effectively and professionally
• Sense of urgency, initiative, responsiveness, & attention to detail
• Maintain highest level of confidentiality
• Exhibits a high level of positivity, energy, & teamwork orientation
• Proficient in using technology as a tool to maximize productivity/quality
• Strong negotiation, effective interpersonal skills, solid analytical, & problem-solving skills
• Stay abreast of general industry knowledge and trends
• Ability to work independently and in teams
• Positive attitude

Certifications and Licenses

• Active Life and Health Insurance License

Working Conditions

• Work from home with up to 25% travel throughout the United States
• Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite

Compensation

• Competitive Salary / Benefits / PTO

Physical Requirements*

• Constantly perform desk-based computer tasks
• Frequent sitting
• Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds
• Sort/file paperwork, rarely twist/bend/stoop/squat
• Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Work Standards

• Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
• Subject to and expected to comply with all applicable Patra Corp policies and procedures