Job Responsibilities and Requirements

The Implementation Electronic Interface Specialist will have the competency within the implementation organization, to develop the necessary capabilities that enables our organization to capitalize on our opportunity and reach our aspirational goals to be the solution for total absence and supplemental employee benefits. The CDIS will be engaged in the support of the Large Case Implementations, their customers and/or vendor resources in the review, tracking and discussions around the FMLA/LOA History/Takeover, Disability & Paid Family History/Takeover, EOI and Eligibility Data File support management.  They will focus on the process of data transfer that are managed either internally by the client or by other vendor carriers in coordination with our internal IT business partners. They will support client on-boarding migration activities ranging from 100 – 100,000+ eligible lives. The CDIS will be responsible to successfully track and support the management and audit process to ensure the accuracy of the migrated data.  They will act as SME’s and liaisons between internal and external IT teams in review of data transfer portal and requirements.  

Roles and Responsibilities

Supports aLEAVEiate, Middle Market and Large Case Implementation activities they are respectively assigned to by:

• Engaging with Large Case Implementation Manager in a pre-meeting to go over all submission documents and relevant information about the client.

• Engage in Customer/Vendor meetings with the support of the implementation manager, client and/or broker to review, resolve any concerns and/or open questions during ongoing file transfer testing.  

• Maintain current tracking of all assigned clients and statuses for reporting purposes (these reports will be provided to senior management).

• Follow up with [Implementation Manager / Broker / Client] on the submission of files in a timely manner and manage expectation should files be delayed.

• Meet with and work closely with internal IT business partners and business units on converted files to ensure accuracy in conversion.

• Proactively advise implementation / account management / operations of any outstanding issues or questions that may arise and work directly with them to resolve and provide an action plan.

• Coordinate questions and “kick outs” with the implementation team, account mgt., Operations and IT Mgt.         to be resolved.

• Support, maintain and audit final numbers for the full migration – these numbers will be used to support business and billing.

• Support the development, maintenance and up keep of SOPs regarding different vendor migrations, including metrics and common concerns. Utilize a problem solving approach.

• Maintain and strengthen internal and external business partner relationships.

• Support any required actions requested by their Manager/Team Leaders.
   

Performance:

Customer Service:

• Promptly acknowledges customers' needs, both internal and external.

• Ensures customers' needs are handled in a timely and appropriate manner.

• Takes initiative to support leadership advice capabilities to help drive customer satisfaction and takeover accuracy Demonstrates problem solving skills required to support a strong on-boarding experience.  
   

Generates creative ideas and solutions while:

• Driving to “Best Practices”

• Diagnosing the wants/needs or customer requests
   

Problem Solving/Decision Making:  

• Anticipates, analyzes, and defines problems.

• Develops and assesses alternative solutions as necessary.

• Makes appropriate decisions in a timely manner while analyzing impact of decisions.
   

Technical Achievement:

• Demonstrates expertise in job functions and project management tracking.

• Keeps current of regulations pertinent to related job duty responsibilities.

• Sets up controls for workflow efficiency and accountability.

• Meets deadlines and achieves assigned goals within designated time frame.
   

Communication/Relationship Skills:

• Demonstrates effective interpersonal and listening skills: takes direction, practices active listening, and accepts feedback.

• Communicate/respond appropriately to varied audiences/tasks.

• Exhibits teamwork, honors commitments.
   

Supports company/department initiatives:

• Motivates others to work together toward common goals with team oversight.

• Collaborates with key enrollment platforms who are focused on managing Reliance’s enrollment and eligibility transfer relationships.

• Helps establish and track performance metrics with clear systems of measures and accountabilities that drive results.

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s degree preferred (or equitable years of experience)

• 2 + year of Leave of Absence experience in either claims management or data migration

• Strong problem solving skills (ability to identify, consult, create a game plan and solution when particular issues arise)

• Strong project management skills – will need to work closely with other project managers, IT teams, Operations, and the Leave of Absence Resources

• Good time management and time sensitivity planning (deadlines for files are critical)

• Strong communication skills and proactive communication skills

• Understanding of FMLA / State Leave Laws as well as other Employer Authorized Leave Laws

• Ability to speak confidently and persuasively in front of both Clients and Brokers

• Ability to adapt and change

• Ability to build and maintain collaborative working relationships at all levels

• Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.

• Ability to thrive in a fast-paced environment.

• Ability to work in an autonomous manner.

• Proficient in Microsoft Office products and ability to master applicable systems and processes.

• Ability to manage process flows.

Ability to Travel: Up to 10%

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.