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Job Details

Employee Benefits - Client Onboarding Lead Job

New York City, NY, United States

Posted on
Nov 08,2019

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Come join a forward-thinking company driving innovation with AI. Learn about the company culture and take your time to answer every question at your own speed.

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Incumbent will be a member of AXA Equitable's Employee Benefits Installation team responsible for the timely and accurate implementation of each client, as well as actively assisting with the development and refinement of the overall implementation process. The incumbent will be primarily focused on our small market clients in the following capacities:

• Supporting the Installations team with all tasks, including customizing employer applications, following up on missing requirements, validating all employer and employee-level data, partnering with the Underwriting and Distribution to process any necessary plan updates, etc.
• Assisting with the generation and distribution of customized benefit summaries, rate grids, approval letters, and other documents provided during implementation.
• Maintaining acceptable production turnaround times, tracking the progress of each installation in CRM, and providing a status whenever requested.
• Providing information to external partners regarding product-specific features, system access and administration, and may provide technical training to the client if needed.
• Triaging escalations and seeing them through to resolution.
• Interacting with internal AXA Equitable teams (Sales Executive, RAM, Operations, Configuration, IT) to ensure each group is implemented accurately within all the various systems and documents.
• Cross training with various departments to improve the overall client experience as volumes increase and workloads shift (Customer Service, Amendment Processing, Quality Review).

In support of the above functions, incumbent will:
• Effectively and professionally collaborate and communicate with personnel at all levels.
• Proactively anticipate operational problems and actively assist with the development of process improvements for the department.
• Serve as a resource to business partners and co-workers.
• Ensure timely internal communication to Sales, Implementation Management, and New Business team members, as well as to Employers and Brokers/AXA Advisors.
• Demonstrate proactive behavior and exercise initiative in problem solving.
• Incumbent will have ability to operate in a challenging and fast-paced team environment, adjusting quickly to change.
• Incumbent will possess a high level of reliability, responsibility, and organization.

Minimum Qualifications:
• 2 years of group insurance experience with familiarity of Life/AD&D, Dental, Vision, Short and Long Term Disability.
• 2 years of experience with managing various client installations.

Preferred Qualifications:
• North Carolina Life and Health Insurance License Preferred or be willing to obtain within 3 months from date of hire.
• Excellent listening and presentation skills.
• Excellent verbal and written communication skills.
• Foreign language speaking (e.g., Spanish) incumbent a plus.

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Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required: 2
Education Required:
Overnight Travel:
Vacation Time:

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