Account Implementation Specialist

Account Install Representative

Job Description Summary

Administers the installation of assigned client accounts, including, but not limited to : structure and billing set up, data base loading, ID card set up, benefit package build, and set up for client and broker website access. In addition, provides support to assigned accounts by responding to inquiries or resolving complex issues.

Role Summary :

The Account Installation Representative is responsible for implementing new business, maintaining renewals, maintaining changes to accounts and terminating clients. All client account set up are managed by the benefits team. This position requires critical thinking and technology driven, with critical need for attention to details, ability to multi-task in a fast paced environment and meet tight deadlines and turnaround times.

Primary Responsibilities include but are not limited to :

• Administers the installation of assigned accounts, including, but not limited to : structure and billing set up, eligibility collection, data base loading and ID cards.
• Provides support to assigned accounts by responding to inquiries or resolving issues of concern
• Conduct detailed review of eligibility and plan benefit information
• Data base loading including, but not limited to;

client coverage, premium, enrollment and benefit plan information

Competencies :

Qualifications :

Excel proficiency (vlookup, pivot tables)