Implementation Support Specialist
- Data management into a variety of output formats and systems
- Upload and manipulate enrollment data files (both CSV and PDF)
- Perform data analysis and convert data into workbooks
- Create pre-formatted spreadsheets using digitized data and PDF data
- Create and transmit EDI/API output
- Create post sale final rate quotes using carrier quoting engines.
- Submission of groups to carrier (portal and non-portal)
- Appointment checks
- Finalization process to close out business in CRM
- Salesforce data maintenance
- Provides internal and external customers with timely, solution-orientated responses to their business needs Qualifications and Licenses:
- Carrier guideline knowledge preferred
- Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams
- Web based audio/video conferencing
- Salesforce experience preferred
- EaseCentral experience preferred
- University degree preferred
- Ability to manage competing priorities, and negotiate mutually successful outcomes
- Detail-oriented, ability to handle variety of tasks
- Collaborate and Partner effectively with internal and external teams
- Mentor assigned employees and new hires to develop their full potential
- Comprehensive organizational skills
- Clear, professional oral and written communication skill.
- Strong problem-solving skills and solutions-oriented mind-set
- 0-2 years of related experience; or equivalent of education and experience
- Insurance agency experience is preferred
- Professional customer service experience strongly preferred
- Understanding of underwriting guidelines preferred
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