Health Plans, Inc.

Client Implementation Specialist

Health Plans, Inc.

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • The Implementation Specialist will facilitate the onboarding process for new clients and ensuring the seamless turnkey integration of their plans.
  • Responsibilities include collaborating with cross functional various internal teams and external stakeholders to gather requirements needed to configure systems and execute the implementation process effectively.
  • Serve as a primary point of contact for clients and or brokers/consultants, providing guidance and support throughout the implementation phase.
  • Lead the client onboarding process by understanding their unique needs, objectives, and expectations.
  • Participate in onboarding kick off meeting with new clients to gather and document client requirements and vendors related to their self-insurance plan(s) claims processing, eligibility criteria, and other relevant aspects.
  • Develop a comprehensive implementation plan outlining key milestones, timelines, and responsibilities.
  • Act as a liaison between clients, internal teams (such as account management, compliance, plan build, claims, and finance), and external vendors to facilitate effective communication and collaboration.
  • Coordinate meetings, conference calls, and training sessions to ensure alignment and understanding of implementation objectives and processes.
  • Prepare comprehensive documentation, including implementation guides, process workflows, and training materials, to support clients and internal stakeholders.
  • Assist Client Services with training sessions for clients and end-users on the use of self-insurance administration systems, policies, and procedures.
  • Execute implementation plans that are on time and with high customer satisfaction.
  • Update and collaborate project plan details for downstream workflows to produce accurate configuration and set up ensuring any late changes are identified and addressed appropriately
  • Proactively identify potential issues or challenges in the implementation phase escalating critical issues as needed.
  • Represent Health Plans Inc. to clients and vice versa, serving as a trusted advisor and advocate, ensuring a high level of service and satisfaction.
  • Provide weekly updates to client, broker/consultant, internal teams as to implementation status by tracking progress and identify and manage risks, driving initiatives to enhance client satisfaction and retention.
  • Address any discrepancies or issues promptly and implement corrective actions as needed to ensure accuracy and client satisfaction.
  • Complete transition to Client Services team within 60 days of implementation.
  • Work with Implementation Team to identify opportunities for evaluation, process improvements, and enhancements to streamline the implementation process and enhance overall efficiency.
  • Stay informed about industry trends, regulatory changes, and best practices related to self-insurance administration and incorporate relevant updates into our implementation processes.

Requirements

  • Associate degree or equivalent experience.
  • Three plus years of experience within the healthcare or insurance industry.
  • Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint.
  • Strong understanding of self-insurance concepts, including claims administration, risk management, and regulatory plan compliance.
  • Knowledge of relevant regulatory requirements (e.g. ERISA, HIPAA) and industry standards is desirable; Experience with CRM platform and project management tools.
  • Self-starter with strong relationship skills to build and develop effective collaboration.
  • Experience in managing deadlines, customers, and fluctuating schedules.
  • Excellent communication skills, with the capability to effectively interact and influence clients, internal teams, and external partners/stakeholders at all levels; Excellent presentation skills.