• Job Description

  Req#: 2289396
  Job Type
  
  Full-time
  
  Description
  
  The primary function is the preparation, coordination and management of Client enrollment and communication projects. This role reports to the Director, Client Implementation. EOI is a small company that offers a career path including engagement with senior leaders, participation in company innovation, broad exposure to the industry, and opportunity to learn. We offer competitive benefits, a flexible and casual work environment, and extensive opportunity.
  
  Duties & Responsibilities:
  
  • Coordinate and perform tasks related to the implementation of cases, specifically initiating, and managing the project checklist.
  • Drive team integration across departments to effectively deliver tasks on time holding team members accountable to deadlines.
  • Gather and store case documents including but not limited to budget and goals, plan of enrollment, counselor scripts, and required client documentation for Carriers.
  • Manage and participate in weekly case project team meetings.
  • Schedule and run the client administrative call with payroll and Carrier.
  • Coordinate and lead the weekly client call.
  • Develop and maintain client relationship along with the EOI Account Executive
  • Develop the Enrollment Manual with required case specifics.
  • Manage and run the case training for the Benefit Counselors.
  • Manage client census information for distribution to required parties.
  • Set up and manage any replacement process including product mapping over to new Carrier.
  • Monitor Enrollment System: gather carrier specification documents, census information and test enrollment platform.
  • Monitor case results and Counselor reporting.
  • Run statistical data from Oracle and enrollment platforms for reporting to Client, Broker and EOI Marketing.
  • Confirm and audit start deduct and initial payroll deductions.
  • Confirm and reconcile initial payment to Carriers.
  • Process and resolve customer service issues.
  • Assist with the set-up of monthly new hires.
  • Other duties as assigned.
  
  
  Requirements
  
  Required Skills/Abilities:
  
  • Self-motivated with the ability to prioritize, manage multiple tasks, and deliver high-quality production under tight deadlines.
  • Strong communication skills and ability to lead/drive discussions.
  • Strong excel and report writing skills.
  • Ability to analyze and interpret demographic and enrollment data.
  • Ability to convey project status and technical and complex concepts for a variety of audiences, including the ability to present ideas in user-friendly language.
  • Strong organizational and attention to detail skills.
  • Ability to work both individually and in a team environment.
  • Experienced user of Microsoft suite, including Word, PowerPoint, Publisher, and Excel.
  • Experience utilizing e-mail, web, and enrollment platforms.
  • Experience navigating enrollment platforms: Selerix, Employee Navigator, Ultipro, ADP, etc.
  
  
  Education and Experience:
  
  • At least three years of effective project management experience
  • At least five years in insurance industry
  • Minimum associate degree, bachelor's preferred with some business courses
  • Knowledge of benefits and insurance products
  • Current Insurance license preferred
  
  
  Physical Requirements:
  
  
  • Prolonged periods of sitting at a desk and working on a computer.
  • Prolonged periods staring at a computer screen, with consistent exposure to blue light and glare.
  • Reaching, stretching, and bending of arms periodically.
  • Must be able to lift 15 pounds at times.
  
  
  Salary Description
  
  60K and up

• About the company

  The best remote jobs for you

Notice