Client Implementation Manager

RSLI LTD

full-time

Posted on:

Location Type: Hybrid

Location: King of Prussia • Florida • Maryland • United States

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Salary

💰 $68,640 - $85,800 per year

About the role

  • The Client Implementation Manager will be responsible for developing and overseeing new client installations for the RSL portfolio of business.
  • This includes overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits.
  • He/she will drive the process through a combination of direct involvement, partnership with account management, and influence and coordination with internal partners.
  • Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories.
  • Lead new client installation calls for assigned clients/sales offices.
  • Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools.
  • Identify, research and coordinate the resolution of client-level issues for new clients.
  • Interface with IT and service teams to develop solutions to broker and client’s specific needs, and to proactively communicate/document potential issues.
  • Coordinates training and communication strategy
  • Liaison between client/broker/HR platform and internal resources.
  • Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts.
  • Lead discussions at routine client meetings with manager approval of agenda.
  • Create and deliver new client administrative kits in an accurate and timely manner.
  • Coordinate fulfillment, tracking, billing, and inventory process for all enrollment communication materials.
  • Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory when required).
  • Data transfer setup and test plan with internal and external resources
  • Work with marketing to ensure appropriate delivery of client materials.
  • Collaborates with team members and management in recommending and implementing improvement opportunities.
  • Makes decisions within guidelines and policies that impact own priorities and allocation of time to meet deadlines.

Requirements

  • Bachelor’s Degree in Business, Marketing, and /or Communications is preferred.
  • An MBA or advanced degree in a related field is preferred.
  • Minimum of 3-5 years of directly related experience is required.
  • Superior organizational, multi-tasking, influencing and presentation skills are required.
  • Strong written and superior oral communication skills required
  • Ability to demonstrate internal diplomacy/influencing skills with sales, service and internal cross-functional areas including underwriting, claims and administration.
  • Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
  • Ability to thrive in a fast-paced environment, multi-tasking skills and the ability to work in an autonomous manner.
  • Proficient in Microsoft Office products and ability to master applicable systems and processes
  • Ability to Travel: Up to 25%
Benefits
  • An annual performance bonus for all team members
  • Generous 401(k) company match that is immediately vested
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
  • For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
  • Multiple options for dental and vision coverage
  • Company provided Life & Disability Insurance to ensure financial protection when you need it most
  • Family friendly benefits including Paid Parental Leave & Adoption Assistance
  • Hybrid work arrangements for eligible roles
  • Tuition Reimbursement and Continuing Professional Education
  • Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
  • As you grow with us, your PTO may increase based on your level within the company and years of service.
  • Volunteer days, community partnerships, and Employee Assistance Program
  • Ability to connect with colleagues around the country through our Employee Resource Group program
Applicant Tracking System Keywords

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

Hard Skills & Tools
client implementationcase installationdata transfer setupenrollment coordinationbilling processescontract managementissue resolutiontraining coordinationpresentation skillsmulti-tasking
Soft Skills
leadershipcommunicationorganizational skillsinfluencing skillsinternal diplomacyproblem-solvingcollaborationautonomyprofessional demeanoradaptability
Certifications
Bachelor’s DegreeMBA or advanced degree