Group Benefit Installation Coordinator

Qualifications

• Bachelor’s degree along with two (2) to three (3) years of health insurance operations experience, preferred.  
• Proficiency with , Microsoft Office Suite (Excel, PowerPoint, Outlook), and the ability to quickly adapt to new technologies and systems.
• Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports and phone etiquette.
• Proven ability to synthesize verbal conversations into clear written documentation.
• High attention to detail and strong organizational skills with the ability to take initiative, prioritize, and multi-task.
• Ability to work effectively with individuals at all levels of the organization.
• Excellent time management skills with a proactive, results-oriented approach and the flexibility to adapt as needed.
• Ability to manage a varied workload, meet deadlines, and maintain a high level of accuracy.

• Commitment to quality, collaborative work, and continuous improvement.Willingness to work occasional overtime when necessary.
• Intermediate knowledge of Microsoft Project and other project management tools.
• Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.
• Home router with wired Ethernet (wireless connections and hotspots are not permitted).
• A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.). A functioning smoke detector, fire extinguisher, and first aid kit on site.

Duties And Responsibilities

• Coordinate and manage new business installations for Pinnacle and WGAT, ensuring all project milestones are met.
• Act as a backup for the WGAT Installation Auditor as needed.
• Review and assess new business paperwork to ensure complete and accurate information during the installation intake process.
• Coordinate with third-party vendors for integrations and manage related paperwork throughout the implementation process.
• Create, maintain, and update project documentation, including project task lists, schedules, templates, and reports.
• Track project progress, manage schedules, and ensure deliverables are met by customers' effective coverage dates.
• Follow up on outstanding action items from previous project meetings and resolve any issues preventing progress.
• Assist with data collection, analysis, and interpretation for implementation success.

• Facilitate meetings with brokers, customers, vendors, and internal departments to ensure project alignment and progress.
• Document and distribute meeting notes, decisions, action items, and follow-ups for internal and external stakeholders.
• Create and present regular status reports for management and project teams, highlighting progress and any project variances.
• Measure project performance, report on milestones, and take proactive steps to resolve any delays.
• Ensure clear communication and reporting of project status to management and stakeholders.

• Contribute to ad hoc process improvement initiatives within the department.
• Support customer renewals and manage plan changes in line with business needs.
• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.
• Maintain a HIPAA compliant workstation and utilize appropriate security techniques to ensure HIPAA required protection of all confidential/protected client data. 
• Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.
• Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). All other duties as assigned.

Physical Demands/Work Environment