at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job Description
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Implementation Manager adds customer value by completing plan setup in administrative systems in a timely and accurate manner, leading Implementation calls with clients and brokers, and serving as a liaison between Clients, Brokers, Growth Team, and Operations to ensure a successful onboarding experience.
- Specializing in Consumer Directed Benefits and Specialty Implementation
- Assists with systems Implementation
- Cross train in on other product lines including COBRA and Direct Bill
- Lead and manage client Implementation for new clients and plans; lead calls and maintain communication cross departmentally and with clients and partners
- Manage and monitor Implementation cases
- Perform Quality Assurance checks and systems audits
- Serve as a liaison between clients, Growth Team and services teams regarding new client plans and changes in existing plans, including, but not limited to Client Updates, IRS regulations and BRI standard operating procedures
- Prepare and update customized materials, as needed. Provide all materials related to implementation of new plans and changes in existing plans to sales, clients, and other staff members in a timely manner to ensure successful implementation
- Set up internal systems based on operating procedure
- Respond accurately and courteously to inquiries from clients, Growth Team, partners and other team members regarding new plan implementation and changes in existing plans. Research and resolve issues.
- Assist Client Services Team and Growth Team with escalated items
- Participate in conference calls and email communication with clients, partners, and Growth Team members to help answer implementation questions and assist with complex plan designs
- Maintain knowledge of current state and federal laws and regulations affecting employee benefits, including, but not limited to, Section 132, Section 125, Section 105, and Section 223 Plans, ERISA, HIPAA, FMLA and COBRA
- Perform a variety of miscellaneous administrative and job-related duties and/or research as requested to support operations and or...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
