Duration: 3 months
Shift: M-F/Full-Time; 8-4:30 (30-Minute lunch)
Details:
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 process(es).
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.
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