Client Implementation Specialist

Health Plans Inc; United States; On-site; USD 75,000 - 85,000; Full time

Job summary

Health Plans Inc. is seeking a Client Implementation Specialist to lead client onboarding and turnkey system integrations for self-insured plans.

You will collaborate across internal teams and external vendors, gather requirements, develop implementation plans, and serve as the primary client contact throughout the process, ensuring timely delivery and high satisfaction. Strong communication, project management, and healthcare/ERISA knowledge are essential; experience with CRM and MS Office

Qualifications

• Three plus years of experience within the healthcare or insurance industry.
• Implementation or project management experience within healthcare.
• Strong understanding of self-insurance concepts and regulatory plan compliance.
• Excellent communication and presentation skills; ability to influence at all levels.
• Experience with CRM platforms and Microsoft Office suite.

Responsibilities

• Lead client onboarding and gather requirements for self-insurance plans.
• Develop a comprehensive implementation plan with milestones and ownership.
• Coordinate internal teams and external vendors to ensure effective communication.
• Prepare documentation, guides, workflows, and training materials for clients.
• Provide weekly status updates and manage risks to maximize client satisfaction.
• Transition completed to Client Services within 60 days of implementation.

Skills

Communication skills

Project management

Relationship building

Attention to detail

Analytical thinking

Education

Bachelor's degree

Tools

Microsoft Office

CRM platform

Project management tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Implementation Specialist

Full Time Regular Clerical US

5 days ago Requisition ID: 1891

Salary Range: $75,000.00 To $85,000.00 Annually

Do you envision working for a company that has the expertise of a long-standing industry leader, but the spirit of an entrepreneur? Does the thought of making a real impact motivate and energize you? If so, HPI is the place for you. Join a team that values integrity, flexibility, loyalty, compassion and dedication—we can’t wait to meet you.

What we do

HPI is unique. A respected industry leader that’s been serving customers for over 40 years, we’re known for our innovation and growth. Our experience has given us our expertise, but our forward-thinking, entrepreneurial spirit has given us our strong reputation. As a third-party administrator, we offer a suite of health and benefit solutions to employers. By joining HPI, you’ll contribute to ideas that make a real difference for employers and employees nationwide. There isn’t a challenge we won’t accept and we’re looking for people who have a passion to take it on. Not just a job—a mission.

Summary:

The Implementation Specialist will play a crucial role in facilitating the onboarding process for new clients and ensuring the seamless turnkey integration of their plans. Responsibilities will include collaborating with cross functional various internal teams and external stakeholders to gather requirements needed to configure systems and execute the implementation process effectively. You will serve as a primary point of contact for clients and or brokers/consultants, providing guidance and support throughout the implementation phase.

What you’ll do:

• 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 all business units 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.

What you’ll bring:

• Highly proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint.
• Implementation or project management experience within healthcare, preferably in a self-insurance or TPA environment.
• 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
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Three plus years of experience within the healthcare or insurance industry.

Bonus:

• Bachelor’s degree in Business Administration, Healthcare Management, or related field.
• Five plus years of implementation experience within healthcare, preferably in a self-insurance or TPA environment.

Why choose us?

• Our space is a reflection of who we are—innovative, open and collaborative.
• Love to get creative? We do too. Brainstorm in one of our team break-out rooms.
• We think feeling your best is an important factor in producing great work, so we embrace a “smart casual” dress code and work at ergonomic desks.
• Need to reenergize? Take a break to chat in the onsite café, go for a walk on one of the beautiful trails in our office park, or get in a quick workout at one of the campus gyms.
• We offer our employees incredible health coverage, a 401(k), employer-paid disability, EAP, hybrid work arrangements (depending on the position), and quarterly bonuses.
• We’re a people-first company and value giving back to our community. Ask us about our volunteer opportunities.

So, think you want to join the HPI team? We hope to hear from you!