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Role Description

Imagine360 is seeking a National Account Implementation Specialist to join the team! This elevated role requires ensuring that all aspects of the new client onboarding process are completed successfully for our largest & most important National Account groups (i.e., 1,000+ EEs with complex product and vendor setups). This includes:

• Completion of all internal documentation with applicable required data
• Determining how enrollment and eligibility information will be provided for new clients
• Verifying and clarifying all information leading to preparation of new plan administration and benefits design

Close coordination with the assigned Relationship Manager on member education, client communication plans, and program analytics is critical to the success of this position. Communication with human resource professionals and broker partners must be frequent, skilled, and effective; National Accounts require a trusted advisor to provide them with consultative guidance throughout the onboarding process.

This position requires an "Executive Presence," which includes the following:

• Demonstrate confidence through self-assurance and decisive action
• Maintain composure and professionalism in high-pressure or complex situations
• Communicate clearly, concisely, and persuasively across all formats and audiences
• Build credibility by consistently delivering reliable, expert guidance
• Ensure clarity in all messaging, making complex ideas accessible and actionable

Position Location: 100% remote

Responsibilities include but are not limited to:

• Manage the onboarding process for new plans or groups, providing essential education on the health plan and other related entities' products and services
• Serve as a subject matter expert (SME) on Reference-Based Pricing and Total Health Plan strategies
• Independently schedule and lead Implementation meetings with new clients and brokers with minimal management oversight
• Assist clients and brokers in a consultative manner with all aspects of the client's onboarding process
• Develop and maintain detailed onboarding timelines by identifying dependencies and ensuring timely execution
• Ensure alignment and shared understanding across stakeholders; manage expectations as necessary
• Maintain clear communication to support transparency and collaboration
• Manage changes to scope and schedule with appropriate documentation and approvals
• Coordinate with internal departments to implement all products and vendors sold
• Provide internal documentation of client's plan design/administrative plan to all internal parties
• Clearly communicate any special requests or nuances to ensure that all teams understand and are prepared to support what the client has requested and has been approved to implement
• Schedule and chair internal departmental meetings to review new client administrative requirements and plan design
• Coordinate with internal parties to confirm the correct loading of client benefits
• Coordinate with Plan Document Analyst for completion of Plan Document for new clients
• Coordinate with outside enrollment vendors and IT Department to communicate the information required to get enrollment transmitted to Imagine360 electronically for new clients
• Coordinate the setup of all external vendors that are being implemented by the clients
• Work closely with the Vendor Management Team (VMT) for any new or complex vendor setups
• Periodic travel for meetings with brokers and/or clients
• Perform other duties as assigned
• Perform all tasks in accordance with HIPAA/PHI guidelines

Qualifications

• Bachelor's Degree required
• 10+ years of industry-related experience in Account Management or Client Implementation with a strong background in benefits and administration focused on National Account sized clients (1,000+ employee groups)

Requirements

• Maintain a high level of accuracy and attention to detail
• Speak effectively with other employees of Imagine360, brokers, clients, and vendors
• Deal with problems and exercise sound judgment involving several competing priorities and variables within the parameters of department policy and guidelines

Licenses or Certifications

• An active Group 1 Health Insurance License is strongly preferred for this position

Benefits

• Multiple Health plan options
• Company paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short & Long term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives