Client Onboarding & Implementation Specialist

GIS National LLC; Heartland (TX); Hybrid; USD 42,000 - 64,000; Full time

Job summary

GIS National LLC is seeking an Implementation Specialist to collaborate with Brokers/Groups on Direct and TPA cases, ensuring smooth hand-off to Account Management and Customer Service. You will participate in pre-implementation activities, kickoff calls, and data collection, while coordinating with carriers to assemble required documents.

The role requires strong organizational skills, experience with MS Office, and the ability to manage multiple tasks, meet deadlines, and maintain

Qualifications

• High school diploma or equivalent is required.
• Proficiency with Microsoft Office (Excel, Outlook) and data handling is expected.
• Strong written and interpersonal communication skills are required.
• Ability to analyze problems, document processes and meet deadlines.

Responsibilities

• Attend demo calls with GIS Sales Reps and debrief clients & brokers.
• Receive NOS and assign an Implementation Specialist to each case.
• Conduct kick-off calls with GIS Sales Reps and Broker/Group to review sold cases.
• Provide the Broker/Group with an Implementation Timeline and confirm OE dates and plan designs.
• Coordinate with Carriers to obtain employer paperwork, final proposals and benefit summaries; relay to Broker/Group.
• Collect and review employer paperwork, GIS checklists and TPA agreements from Broker/Group.

Skills

Excel

Outlook

Microsoft Office

Interpersonal communication

Written communication

Critical thinking

Problem analysis

Process documentation

Time management

Multi-tasking

Confidentiality

Data collection

Education

High school diploma or equivalent

Job description

GIS National LLC is seeking an Implementation Specialist to collaborate with Brokers/Groups on Direct and TPA cases, ensuring smooth hand-off to Account Management and Customer Service. You will participate in pre-implementation activities, kickoff calls, and data collection, while coordinating with carriers to assemble required documents.

The role requires strong organizational skills, experience with MS Office, and the ability to manage multiple tasks, meet deadlines, and maintain