Account Implementation Coordinator- Up to $2500 New Hire Bonus in Milwaukee, WI at National General Insurance

Date Posted: 5/29/2021

Job Snapshot

Job Description

Primary Purpose:

In this role, the Account Implementation Coordinator will be a liaison between Sales and Account Management to oversee the implementation and onboarding process to ensure a smooth experience for New Mid-Market Employers.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Work with the Sales Team to educate new clients on implementation timing expectations, ongoing plan administration, online portal education, employee enrollment meetings and other education on specific products and processes
  • Conduct regular status meetings with sales, agency, client contacts and other key stakeholders as needed throughout the onboarding process
  • Oversee the Implementation Process with internal teams and third-party vendors to ensure all of the plan components are set up properly
  • Serve as customer liaison for claims and administration problem resolution during initial onboarding
  • Executes effective resolutions on escalated service needs, including claims, billing, eligibility, licensing, commissions, web access, and other customer service needs that arise during initial onboarding period and as a back up for other Account Specialists
  • Work with Sales and Agents to identify transition of care needs and provide solutions for care as needed for members
  • Prepare and maintain reports to track contract type by client
  • Assist Account Manager with meeting preparation – developing and preparing reports and materials for account review meetings
  • Provide additional support for broad Account Management Team when designated book of business role workload allows
  • Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations
  • Perform root cause analysis and determine proper course of action
  • Explain insurance concepts in an easy to understand format
  • Possesses a deep understanding of all workflows and business processes
  • Provides education for others within the Account Management and Sales team

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High School Diploma or GED required
  • 4+ years of experience in employee benefits customer service and/or account management
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Desired Skills:

  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience
  • Previous employee benefits industry experience
  • Understanding of concepts related to health insurance policy administration, including claims, benefits, premiums, eligibility, etc
  • Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
  • Strong oral, written and presentation skills
  • Possesses self-motivation to work independently, has good organization skills and the ability to complete multiple tasks in a timely fashion
  • Team oriented ability to provide guidance on process, procedures, and product.  Comfortable with delivering and receiving feedback as appropriate

#LI-KK1

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

Job Requirements

About National General Holdings:

National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.

National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!

Companies and Partners

Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.

In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:

• Paid Training
• Medical, Dental, Vision benefits
• Wellness Programs
• Life and Short/Long Term Disability Insurance
• 401k w/ Company Match
• Company Paid Holidays & Generous Time-off policy
• Employee Discount Program
• Career Advancement and Development Opportunities
• On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
• On-site Fitness Center (Cleveland and Dallas offices)
• Subsidized parking (Cleveland office)

National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.

In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.

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