Working independently under limited supervision of Manager, this role is responsible for the successful implementation of core and voluntary products for new customers and existing customers adding products in the Regional Market (1,000-4,999 lives). The role will have significant customer and broker contact and be responsible for the overall satisfaction of customers and brokers with the implementation process. In this role, Implementation Leaders participate in post-sale activities by setting up or converting client cases, reviewing sold plan(s) and developing and following project timelines. This role will partner with other business units (Sales, IT, Contracts, etc.) to ensure that implementations are delivered consistently, timely, and accurately.

Key Responsibilities:

• Facilitate calls with customers and brokers to ensure accurate completion of all key deliverables in the implementation process.
• Obtain required information to complete the installation process from sales and service partners, brokers and customers.
• Identify implementation-related problems and help resolve issues.
• Effectively load administration systems to ensure accurate plan design and efficient customer structure.
• Conduct weekly or periodic status meetings with various parties to review progress and resolve issues.
• Works with Product, Underwriting and Contract partners to review and execute legal documents.
• Responsible for updating and maintaining workflow and reporting systems.
• Transfer cases to the appropriate administration group once implementation is complete.
• May participate in sales presentations, and/or consult on plan design and administrative services; may recommend alternative plan provisions or administrative processes in place of non-standard or incompatible requests.
• Negotiate final plan design features and administrative services; finalizes plan design and communicates to the implementation team.
• Participate on or lead Continuous Improvement and strategic Projects during off peak season.
• Perform other duties as assigned or required.