Benefit Plan Presenter/Project Coordinator

Cobalt Benefits Group - Exeter, NH

Full-time - Mid Level

Exeter, NH

101-250 employees

About the position

Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a Benefit Plan Presenter/Project Coordinator (Implementation Coordinator), you'll play an important role in helping us offer customized, self-funded insurance options to our clients and members. The Benefit Plan Presenter/Project Coordinator works closely with the Senior Director of Client Onboarding & Implementation and the Sales and Account Management Teams to define and document customer requirements, assist in executing all tasks, collaborate with stakeholders and partner with clients to ensure the flawless set up of products and services. Additionally, the Implementation Coordinator makes presentations to client management regarding our onboarding processes. The ideal candidate has an eye for detail, is proficient at managing timelines, and ensures projects are completed on time and in scope.

Responsibilities

• Drive progress of implementation across numerous stakeholders and cross-functional teams.
• Create and manage project plans, timeline trackers, and other standard implementation management documentation.
• Assist in solving complex problems and/or conducts complex analyses based on data and facts.
• Accurately assess and interpret customer needs and requirements and work with customers to confirm accuracy and intent of selections.
• Proactively anticipate issues and facilitate resolution.
• Create and customize department specific documents.
• Drive solutions and problem solving across numerous functional areas; providing additional support in the above areas.
• Setting up tools and documentation for implementation kick-off.
• Coordination and completion of implementation plan updates from functional leads; meeting notes, tracking down follow-ups.
• Coordinating across stakeholders including tracking follow ups, troubleshooting issues, escalating non responders, tracking progress.
• Build & maintain strong working relationships with all vendors and business units, both internal and external.
• Other duties and responsibilities as assigned.

Requirements

• 2+ years of health insurance implementation experience (or related industry/job) and working directly with clients on complex initiatives
• Knowledge of self-funded products and services
• Ability to facilitate and present to client management and employees
• Proficiency with MS Office including, Excel, PowerPoint, Adobe writer and other web base programs
• Proven ability to quickly gain credibility, influence and partner with on-boarding clients
• Ability to manage multiple tasks
• Experience developing, applying and deploying processes, templates and standards
• Associate's degree or 2 years of relevant industry experience
• Ability to work independently and across team settings
• Technical writing is a plus

Benefits

• Fantastic medical, dental, and vision insurance- twice annual employer HSA contribution, covering 50% of the plan's annual deductible!
• Company paid Basic Life and AD&D
• Company paid Short-Term and Long-Term Disability
• Flexible Spending Accounts
• 401(k) Retirement Plan with up to a 6% employer-match
• 10+ paid holidays
• Generous paid vacation and sick time
• Lots of fun company events