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IMPLEMENTATION COORDINATOR

Role overview

Responsibilities

  • Assists Implementation Managers in distributing relevant information to internal teams and external vendors.
  • Attends external and internal initial and ongoing implementation meetings.
  • Monitors deliverables and deadlines from the various internal teams regarding implementation tasks.
  • Monitors deliverables and deadlines for external vendors on implementation tasks.
  • Coordinate all contracts and other required documentation with new groups.
  • Acts as liaison between operations and client/broker regarding questions and missing information.
  • Implements small group block of business independently.
  • Creates group in internal Group Management system.
  • Loads and updates documentation to portals and applicable systems.
  • Perform other duties as assigned by the Director of Implementation.

Key facts

Hard skills

Other skills

  • Team Management
  • Communication
  • Teamwork
  • Time Management
  • Problem Solving

About the company

Boon-Chapman logo

Boon-Chapman

Insurance

Boon-Chapman serves clients with honesty and integrity—and that's not just a fancy slogan. Working in the best interest of our clients isn't just good business practice, it's what makes us who we are. Visit our website to learn more about our company, our services and our career opportunities: www.boonchapman.com.

Company details

Company typeSME
IndustryInsurance
Company size201 - 500

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Job description

Position Overview: This position supports the Implementation team throughout the onboarding of new clients and assists the Systems Onboarding team in maintaining accurate and current records in all systems to ensure seamless group updates. Works under the direction of the Director of Implementation.

Key Responsibilities:

  • Assists Implementation Managers in distributing relevant information to internal teams and external vendors.
  • Attends external and internal initial and ongoing implementation meetings.
  • Monitors deliverables and deadlines from the various internal teams regarding implementation tasks.
  • Monitors deliverables and deadlines for external vendors on implementation tasks.
  • Coordinate all contracts and other required documentation with new groups.
  • Acts as liaison between operations and client/broker regarding questions and missing information.
  • Implements small group block of business independently.
  • Creates group in internal Group Management system.
  • Loads and updates documentation to portals and applicable systems
  • Perform other duties as assigned by the Director of Implementation.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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