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

Implementation Specialists will work with the Broker/Group on all Direct and TPA cases (new and transitions onto the Platform). They will also confirm Implementation has been completed with the Carrier. The Implementation Specialists will work with the Broker/Group through data collection & carrier submission and successfully hand-off each case to the Account Management / Customer Service Team.

Duties/Responsibilities:

Pre-Implementation OR NLOC at Renewal

• At the request of GIS sales reps, attend demo calls & send debriefs to clients & brokers.
• Receive NOS and designate which Implementation Specialist will be assigned to the case
• Conduct a kick-off call with GIS Sales Representative and Broker/Group to review the sold case (rule of thumb: 50+, but also set up calls based on case size, complexity, and broker relationship)

The Implementation Specialists will provide the Broker/Group with an “Implementation Timeline”

Confirm OE dates

Confirm all sold plan designs and rates

Confirm if anything additional should be added or built in the BenAdmin system

• Request the following from the Carriers

Employer paperwork

Final sold proposal

Benefit Summaries – review for accuracy once received

• Send the following to the Broker/Group

Employer paperwork – prefilled if possible

GIS Checklist (if applicable)

TPA Agreements (if applicable)

• Collect and review the following items from the Broker/Group

Employer paperwork

GIS Checklist (if applicable)

TPA Agreements (if applicable)

Requirements

Required Skills/Abilities:

• High school graduate or equivalent
• Previous administrative experience preferred
• Knowledge of Carrier Eligibility system requirements preferred
• Knowledge of business correspondence, filing and general office procedures
• Knowledge of Microsoft Office programs, specifically Excel and Outlook
• Skill in interpersonal and written communication
• Skill in critical thinking, problem analysis and process documentation
• Skill in following tasks through to completion
• Ability to accurately compile data and perform detailed work
• Ability to meet deadlines
• Ability to multi-task
• Ability to maintain confidentiality of material and information

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.