Onboarding Implementation Specialist I

ONBOARDING IMPLEMENTATION SPECIALIST I

Position Summary

To execute the day-to-day functions of Allied’s BPO Onboarding Specialist by driving processes for successful New/Reissue Case Implementations, BPO Group Reporting, and business expectations.

Essential Functions

• Serve as point of contact with external clients to ensure the correct documentation is received to complete new case implementations and Agent set-up.
• Executes required daily, weekly, and monthly reporting for Allied and BPO clients.
• Communicate efficiently with Onboarding team members to ensure transparency and flexibility across tasks, to meet business expectations.
• Other duties as assigned.
• Own completion of the New Business Document for all New Business and Reissues and submitting them to the Shell Build team.
• Executes effective resolutions for escalated issues and ensure that the appropriate Allied teams are informed.
• Strong understanding of the BPO processes and department workflows to ensure inter-department coordination and meeting turnaround time expectations.
• Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated accurately to the BPO Onboarding Teams. Serve as subject matter expert.

EDUCATION

• College degree preferred, but not required.

Experience And Skills

• Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required, Access preferred
• Excellent verbal and written communication skills.
• 1-2 years of experience in Group Health Insurance/Benefits preferred
• Ability to think outside the box to problem solve, innovate ideas for process improvements, and take initiative.
• Excellent organizational skills and attention to detail.
• 1-3 years of experience in a data entry or administrative role required
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.

POSITION COMPETENCIES

• Functional/Technical Job Skills
• Communication
• Accountability
• Customer Focus

CERTIFICATES & LICENSES

• Life and Health Insurance Producers license preferred.

PHYSICAL DEMANDS

Ability to sit for long periods of time. Ability to communicate via telephone.

WORK ENVIRONMENT

Remote