Job Details
HYBRID - 2-3x in Mason Office.
Duration: 12/31/2024
Hours: M-F/Full-Time; 8-4:30 (30-Minute lunch)
Characteristics of an ideal candidate:
- Ability to learn and adopt new processes quickly and with ease
- Ability to work remotely and autonomously
- Accustomed to working in a high-paced, high-volume environment
- Strong attention to detail
- Medium-Advance level of expertise with Microsoft Excel
- Proficient with Outlook
- Familiar with Cloud-based applications (i.e. OneDrive)
- Ability to multi-task and perform duties using multiple sources or systems; Data Entry experience preferred
- Ability to clearly articulate findings, issues or concerns requiring resolution Value Prop for Consultant: Provides the employee with exposure to a fast-paced, high-volume environment where they are adding value to a department that has maintained 100% client satisfaction 12 years in a row for the nation s fastest growing vision care company.
Job Description:
The ideal candidate will be responsible for the timely and accurate completion of key tasks supporting the successful implementation of new Small Business Clients with and/or on behalf of a team of Implementation Specialists. Responsibilities during this assignment can include:
- Execute the preliminary steps to build a new client structure for implementation requests routed through shared Salesforce queue; using standard client set-up guideline(s) and processesf
- Initiation of and accurate and timely tracking for all completed tasks using proprietary Salesforce Implementation Tracker Project Management tool
- Benefit set-up validation in core Facets system and communicating to implementation owners any discrepancies with expected outcome
- Execution of new client online portal access set-up; includes sending the appropriate communication email templates, tracking status and reporting any identified issues.
- Monitor team shared Outlook mailbox for incoming membership documents sent from clients, brokers or Third Party Administrators (TPA s)
- Review incoming membership documents (Microsoft Excel and Word) to confirm accuracy in formatting and validity of data; includes communicating when updates are needed for successful membership enrollment and/or submission for processing.