Client Implementation Specialist

Health Plans, Inc.

Client Implementation Specialist facilitating onboarding and ensuring seamless integration of health plans for clients. Collaborating with internal teams and stakeholders to gather requirements and execute implementation.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Associate degree or equivalent experience
Three plus years of experience within the healthcare or insurance industry.
Highly 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.
Exceptional relationship-building skills that foster 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.
Strong analytical and problem-solving abilities, with keen attention to detail.
Bonus points if you have experience with implementation or project management experience within healthcare, preferably in a self-insurance or TPA environment!

Benefits

Comp & perks

Medical, Dental and Vision and Prescription Drug Coverage
Fitness Reimbursement Benefit
Employee Assistance Program
Flexible Spending Account & Health Savings Account
401(k) and Quarterly Bonuses
Generous Paid-Time Off & Volunteering Opportunities
Educational Assistance & Professional Development Opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

self-insurance conceptsclaims administrationrisk managementregulatory plan complianceproject managementimplementation planningprocess workflowsanalytical skillsproblem-solvingattention to detail

Soft Skills

relationship-buildingcollaborationcommunicationinfluencingpresentation skillscustomer managementdeadline managementadaptabilityproactive issue identificationclient advocacy

Certifications

Associate degreerelevant industry certifications