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Account Implementation Specialist
Transamerica US
Little Rock, AR, United States
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Job Family
Account Implementation
Job Description Summary
Responsible for understanding the needs of the customer and configuring the software to meet them. Completes system build requirements on EIS (Employer Information system), AWD and Electronic Enrollment platforms to ensure that new and existing groups are completed accurately and within established enrollment timelines. Facilitate the seamless installation of new employers or changes to existing accounts.
Responsibilities
• Manage and maintain good communication and solid working relationships with Client Relationship Managers, Regional Vice Presidents, Broker of Record, and other team members in order to facilitate the seamless installation of new employers or changes to existing accounts.
• System Matter Expert in developing and building new/existing accounts on systems and other vendors electronic enrollment platforms such as TransApp, TransOne, TEB Web Enrollment, Common Census Case on Demand, and Selerix cases.
• Manage and maintain data within TEB Employer Information System (EIS), Automatic Work Distributor (AWD), and electronic enrollment platforms.
• Upload and define criteria for Census loads within Census Translator tool.
• Work closely with Client Relationship Managers, Regional Vice Presidents, Broker of Record, and other team members to ensure implementation timelines are established, agreed upon, met and systems are configured accordingly.
• Communicate details and status of group’s implementation to stakeholders accordingly.
• Conduct usability tests on electronic enrollment cases to make sure that brokers and/or enrollers using the system will not become confused or encounter problems.
• Provide account specific electronic enrollment training for brokers and enrollers.
• Create and communicate instructional guides and helpful tips/troubleshooting techniques to users of the software.
• Manage new and existing group queues, run electronic files, spreadsheets and releasing paper applications to New Business Processing maintaining department service standards.
• Primary point of contact for questions regarding applications received as additions to groups, EIS configuration, Electronic Enrollment systems configuration and questions from other internal departments needing clarification of group’s system parameters.
• Manage email boxes (LRCM), faxes, and mail distributing work using predefined methodology.
• Assist with research/questions using analytical skills to determine the appropriate action needed to resolve issues timely, both internally and externally.
• Maintain confidentiality of information as appropriate.
• Communicate with a cross-section of stakeholders including brokers, management, enrollers, employers and clients, and other internal departments.
Qualifications
• Bachelor’s degree in Marketing or related field; or equivalent combination of education and work experience.
• One year insurance experience in enrollment or sales and marketing role.
• Demonstrated outstanding customer service skills.
• Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.
Preferred Qualifications
• Two years’ insurance experience in enrollment or sales and marketing role.
• Worksite Marketing and Products knowledge.
Behavioral Qualifications
• The ability to work independently under pressure and adapt to diverse situations, ever changing situations, and hold own self accountable.
• Excellent attention to detail, project management and organizational skills.
• Ability to communicate professionally via verbal and written mediums.
Working Conditions
• Office environment
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies.
Ontario Applicants:
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").