Implementation Analyst

Sterling Brokers Ltd.; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Remote Work

GRRSP Match Program

Flexible Vacation Policy

Job summary

Sterling Brokers Ltd. is seeking an Implementation Analyst in the United States to manage client onboarding, data integrity, and platform setup. You will collaborate with Operations, Sales, Systems, and Carrier Relations to ensure accurate configurations and a smooth client experience.

The role requires strong analytical and communication skills, attention to detail, and the ability to manage multiple projects. English/French bilingual ability is a plus for supporting diverse clients.

Qualifications

• 1+ year in group benefits or related industry.
• Strong data analysis with Excel (Pivot Tables, VLOOKUPs, formulas).
• Familiarity with HRIS platforms and carrier systems.
• Ability to manage multiple projects and meet deadlines.
• Excellent communication and stakeholder management.
• French language ability is a plus.

Responsibilities

• Project manage client implementations end-to-end.
• Lead kickoff meetings to align expectations and gather information.
• Validate onboarding documentation for accuracy.
• Set up new clients in SCBConnect and carrier platforms.
• Coordinate cross-functional teams and external partners.
• Audit data and ensure system accuracy.
• Identify inefficiencies and propose process improvements.

Skills

Data analysis

Project management

Communication

Detail oriented

Multi-tasking

Client facing

French language

Tools

Excel

HRIS platforms

Job description

About the role

The Implementation Analyst plays a critical role in ensuring a smooth and efficient onboarding experience for Sterling Brokers’ clients. This position is responsible for managing & maintaining client and carrier data, facilitating technical setups, and driving successful client implementations. You will collaborate closely with internal teams, clients, and carrier partners to ensure accuracy, timeliness, and a seamless transition for new and renewing clients.

Success in this role requires strong analytical skills, attention to detail, problem-solving abilities, and excellent communication to bridge operational and technical processes.

Please note that at least one of the successful candidates will be required to be bilingual (English/French) in order to support our diverse client base.

Key Responsibilities

The key responsibilities of this role include, but are not limited to, the following:

1. Project Manage Client Implementations : Oversee the entire client onboarding process, ensuring accuracy and efficiency from initiation to completion.
2. Facilitate Kick-Off Meetings : Lead client implementation kick-off calls to align expectations, gather required information, and establish next steps.
3. Validate Onboarding Documentation : Review client documentation for accuracy and completeness before submission.
4. Carrier & Platform Setup :
5. Prepare and submit implementation forms to carrier partners.
6. Ensure proper setup of new clients and plan members within SCBConnect and carrier platforms.
7. Cross-Functional Collaboration :
8. Act as the liaison between internal teams (Operations, Sales, Systems, and Carrier Relations) and external stakeholders.
9. Address and resolve carrier-related onboarding requests.
10. Data & Process Integrity :Conduct data audits and validation to ensure accuracy in system setups.
11. Identify inefficiencies and propose process improvements to enhance the client experience.

Required Skills & Experience

• 1+ year of experience in Group Benefits or a related industry preferred.
• Strong data analysis skills; experience working with Excel (Pivot Tables, VLOOKUPs, formulas) required.
• Familiarity with HRIS platforms, data feeds, and carrier systems is a plus.
• Ability to conduct business in French is a plus (can be coached on industry specific terms as needed).
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Experience working with clients in a professional capacity.
• Strong communication and stakeholder management skills to collaborate across departments.
• Detail-oriented with a proactive approach to problem-solving.
• Comfortable working in fast-paced, evolving environments with a continuous improvement mindset.

Pay RangeandCompensationPackage

• Salary range of $55,000 - $65,000
• Benefits
• GRRSP Match Program
• Flexible Vacation Policy
• Remote Work
• Opportunities to grow with a high-performing, technology-enabled organization