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Employee Benefits Implementation Consultant

Company: Patra Corp
Location: Clarksville
Posted on: March 26, 2020

Job Description:

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 clients 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


            • 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, clients, and external organizations

                • Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures

Keywords: Patra Corp, Clarksville , Employee Benefits Implementation Consultant, Professions , Clarksville, Tennessee

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