Implementation Specialist, COBRA
North Dakota - DBI Remote Office
About the Team/Role
The Implementation Specialist, COBRA is responsible for the successful setup of program plans for both new and existing clients. This role serves as the implementation lead coordinating all implementation related tasks to ensure the successful onboarding of WEX's clients.
How you'll make an impact
Lead the implementation process for the employer and consultant/broker:
Implement clients following WEX's framework
Coordinate the implementation across departments including Sales, Client Support Services, Operations, Claims, Integration Analysts and Participant Services to ensure alignment with implementation deliverables and milestones.
Provide regular communication and discussion recaps to all project stakeholders internally and externally
Document changes in scope and any associated risks to project milestones
Review all implementation documentation for accuracy and completeness of plan setup
Build and maintain positive relationships with consultants, brokers and employers as the implementation contact:
Educate all parties involved on product design and operations of the accounts
Evaluate the employer’s satisfaction with the product offering and services
Serve as the voice of the customer and pursue needed changes in processes or systems through internal channels
Resolve any issues brought forward during the implementation period and communicate these issues to Sales and/or the consultant/broker
Respond to all requests made by the employer and/or consultant within 24 hours.
Assist consultants/brokers and employers in coordinating their open enrollment meetings
Provide compliance and regulatory knowledge of the product offerings
Work with other departments to ensure a positive customer experience:
Create efficiencies and improve processes for clients
Coordinate with Partner Solution Manager to identify partner processes and services
Assist in the sales process when needed
Monitor revenue in systems to report any changes in revenue
Coordinate implementation activities with the Implementation Project Manager when applicable
General Duties:
All other duties as assigned
Ensure privacy according to HIPAA
Experience you'll bring
Highschool diploma or GED, required
College degree, preferred
Proficient in Google Suite products (gmail, docs, sheets, etc.), Microsoft Office products ( word, excel, etc.)
Onbase experience, preferred
Experience working within multiple screens and technologies
Customer or client facing experience
Experience working with escalations and taking ownership of customer satisfaction
Job Profile
Remote Office
Benefits/PerksDental Insurance Disability Insurance Flexible Spending Flexible Spending Accounts Health insurance Health savings account Life Insurance Paid Time Off Quarterly or annual bonus Retirement plan Retirement savings Retirement savings plan Total compensation package Tuition reimbursement Vision Insurance
Tasks- Coordinate across departments
- Document changes and risks
- Educate stakeholders
- Lead implementation process
- Monitor revenue
- Resolve issues
Cobra Communication Compliance Customer Experience Customer service Design Excel Gmail Google Suite Implementation Microsoft Office OnBase Project Management Regulatory knowledge Sales
EducationCollege degree GED High school diploma
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9