Implementation Coordinators have a key role in delivering Northwestern Benefit’s value proposition. They are critical players in executing client specific renewal plans. Implementation Coordinators should be able to work well with other team members to ensure overall client satisfaction.
The contribution that an Implementation Coordinator (IC) makes to Northwestern Benefit is:
- Partner with the Benefit Consultants and other internal departments to project manage the renewal process for clients.
- Provide proactive support to Benefits Consultant (BC) in the renewal process consistently, timely and accurately. Ensure that client work continues to move forward on behalf of BCs while they are working on other projects and out of the office attending other client meetings.
- Partner with BC to deliver outstanding customer service to clients throughout project lifecycle.
Duties & Responsibilities
Manage, in coordination with the BC, the insurance plan renewals and address the needs of each client in the book of business.
a) Project manage and execute a seamless implementation process for all policies and plans.
b) Notify insurance carriers and other vendors of client’s program decisions and request all necessary implementation, amendment or termination documents to provide to BC.
c) Determine paperwork requirements and implementation schedules for each line of coverage.
d) Manage the review, printing and distribution of all employee communications, including Benefit at a Glance and Benefit Booklets.
e) Coordinate creation of packets and kits for Open Enrollment Meetings including updating client specific materials.
f) Obtain and process completed master paperwork with carriers and other vendors.
g) Review enrollment forms received for missing information and audit based on marketing census. Contact client for any missing information. Notify client of any EOI requirements.
h) Gather all final policy documents and certificates and save in Brokerage Builder.
i) Create policy and vendor termination letters to process with carriers and vendors.
j) Find a better way; promote and recommend ideas for improvement.
k) Attend training opportunities, read and share industry knowledge, regularly participate in coursework to either earn or maintain professional designations.
l) Use tools and systems (e.g. Brokerage Builder, MS Word, Excel, etc.) to enhance the job. Keep desk and work area organized and clean.
m) Support and demonstrate the Northwestern Way.
- Ability to work independently, with little day-to-day direct supervision.
- Excellent communication skills (listens, speaks, and writes well); able to interact effectively with people of all levels of responsibility and authority.
- Highly organized.
- Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
- High level of persistency with willingness to be innovative with problem solving.
- Skillful at analyzing pitfalls and developing solutions.
- Proficient in MS Office (Excel, Power Point, Outlook). Experience with Brokerage Builder preferred.
- Operates in a fast-paced, energetic environment and welcomes change.
- Behavior exemplifies the Northwestern Benefit 25 tenets.
- High School Diploma required (advanced degree preferred).
- Health and Welfare Benefits experience preferred
- All candidates must be able to pass a background check.
Physical Requirements/Miscellaneous to Achieve the Objective(s)
- This position involves light lifting and transporting of boxes that may weigh up to 25 pounds each and be awkward to carry.
Assessment Tool(s) used for this position:
Reports to: Director of Account Services
This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.