Project Implementation Manager

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EOI Service Company

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Expert evaluation of voluntary benefits market • Customized Total Compensation Statements • Electronic core benefit enrollments • Coaching employees to appropriate plan options • Promoting employers'​ Health and Wellness

51 - 200 employees

Founded 1979

🤝 B2B

📚 Education

👥 HR Tech

💰 Private Equity Round on 2020-09

Description

• The primary function is the preparation, coordination and management of Client enrollment and communication projects • This role reports to the Director, Client Implementation • Drive team integration across departments to effectively deliver tasks on time holding team members accountable to deadlines • Gather and store case documents including but not limited to budget and goals, plan of enrollment, counselor scripts, and required client documentation for Carriers • Manage and participate in weekly case project team meetings • Schedule and run the client administrative call with payroll and Carrier • Coordinate and lead the weekly client call • Develop and maintain client relationship along with the EOI Account Executive • Develop the Enrollment Manual with required case specifics • Manage and run the case training for the Benefit Counselors • Manage client census information for distribution to required parties • Set up and manage any replacement process including product mapping over to new Carrier • Monitor Enrollment System: gather carrier specification documents, census information and test enrollment platform • Monitor case results and Counselor reporting • Run statistical data from Oracle and enrollment platforms for reporting to Client, Broker and EOI Marketing • Confirm and audit start deduct and initial payroll deductions • Confirm and reconcile initial payment to Carriers • Process and resolve customer service issues • Assist with the set-up of monthly new hires • Other duties as assigned

Requirements

• Self-motivated with the ability to prioritize, manage multiple tasks, and deliver high-quality production under tight deadlines • Strong communication skills and ability to lead/drive discussions • Strong excel and report writing skills • Ability to analyze and interpret demographic and enrollment data • Ability to convey project status and technical and complex concepts for a variety of audiences, including the ability to present ideas in user-friendly language • Strong organizational and attention to detail skills • Ability to work both individually and in a team environment • Experienced user of Microsoft suite, including Word, PowerPoint, Publisher, and Excel • Experience utilizing e-mail, web, and enrollment platforms • Experience navigating enrollment platforms: Selerix, Employee Navigator, Ultipro, ADP, etc.

Benefits

• Competitive benefits • Flexible and casual work environment • Extensive opportunity