Implementation Specialist

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Experience with Microsoft Office (Word, Excel, and PowerPoint) is essential., Strong analytical skills and excellent written and verbal communication abilities are required., Attention to detail is crucial for managing projects and multiple priorities., A bachelor's degree is desired but not mandatory, with 0-1 years of relevant experience preferred..

Key responsibilities:

  • Act as the primary liaison between Troodon and the client during the implementation phase.
  • Request, review, input, and distribute all required documents for open enrollments.
  • Collaborate with the broker team and case build team to ensure readiness for open enrollment.
  • Maintain effective communication with internal staff and clients at all levels of the organization.

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JTS Financial Investment Management TPE https://www.jtsfinancial.com/
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Job description

Description

  

Job Summary: 

The role of Implementation Specialist I will be the primary liaison between Troodon and the client during the implementation phase and is ultimately accountable for the successful delivery of the product and services included in the client's contract. This role will collaborate closely with other members of the implementation team to learn Troodon and broker team processes.

Primary Duties and Responsibilities:  

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbents may be required to perform other related duties as assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job duties. 

· Ability to work in an agile environment. 

· Responsible for requesting, reviewing, inputting, and distributing all required documents for open enrollments.

· Responsible for collaborating directly with broker team and case build team to make sure all aspects of the build process are complete and ready for open enrollment before deadline.

· Ensure effective, timely, and consistent communication with internal staff and clients at all levels of the organization. 

· Build, develop, and grow any business knowledge and business relationships. 

· Improve the planning and delivery process by collecting and maintaining data in a consistent form. 

· Works with senior members and will assist them as needed.

Type and Scope of Supervisory Responsibilities: 

· None 

Requirements

  

Skills and Qualifications: 

· Experience with Microsoft Office (Word, Excel, and PowerPoint) 

· Strong analytical ability, excellent communication skills, both written and verbal, with the ability to manage projects and multiple priorities 

· Keen attention to detail 

Work Experience Required for this Job:?  

· 0-1 years' experience in a role that had data analyst and/or project management exposure 

Education Required for this Job:  

· Bachelors’ degree desired but not required

Attendance Requirements: 

· Daily online attendance required in remote work environment during normal business working hours 

· In-person and/or hybrid attendance occasionally required for company and/or team meetings 

· The Company reserves the right to require in-person attendance at the Company’s worksite at any time.? The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal.? If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change. 

Position Type/Expected Hours of Work: 

· This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. for the employee’s work location. Occasional evening and weekend work may be required as job duties demand. 

· Core business hours are 8:00 a.m. to 5:00 p.m. CST but the employees’ schedules are at the discretion of the supervisor and dependent on the needs of the business. 

Travel: 

· Travel is primarily local during the business day, although some out of area and overnight travel may be expected.

Physical Abilities Required for this Job: 

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential functions. 

· While performing the duties of this job this individual is regularly required to stand for extended periods of time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to fifteen pounds. 

· Specific vision abilities required by this position include, close vision, and the ability to adjust focus. 

Mental Abilities Required for this Job: 

· The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write. 

NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. 

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable. 

Required profile

Experience

Industry :
Investment Management
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Communication
  • Analytical Skills
  • Detail Oriented
  • Decision Making
  • Teamwork
  • Problem Solving

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