The Installation Manager will manage the installation of new and renewal business sales. This position is responsible for leading and managing tasks from post-sale tasks to an active client. The Installation Manager will focus on completing set-up milestones, reporting to the assigned Account Executive and supporting group specific escalations throughout the year. This position will also function as a liaison between the client/broker and Curative during the installation process.
Essential Duties and Responsibilities
Providing support to the Account Executive and be a focal point of contact for the installation of new
and renewing groups through:
- Performs discovery to gather all new client implementation requirements.
- Collaborate with Brokers and client groups to ensure that all parties are up to date on implementation status and have clear actions for the next check-in that are aligned with onboarding success.
- Implement detailed work plans, tracking schedules, resource plans, and status reports for each new client group.
- Ensure all group documents are completed and submitted.
- Expertise in company’s solution offerings and represent these offerings in customer communications.
- Attending and running enrollment meetings both virtually and on site when required as a back up to the account executive. Serving as a subject matter expert for Curative Health Plan benefits, implementation processes and procedures.
- Complete and coordinate new client and renewal documentation updating Salesforce and other client management systems.
- Ensures all new client implementation tasks are completed on time and with high quality.
- Manage onboarding of new clients by aligning on processes, data sharing requirements and standardized implementation procedures.
- Become an ENav enrollment platform expert.
- Acts as a liaison between account Executive, broker, and leadership as well as various internal
departments to ensure all deliverables are completed within established turnaround times.
- Coordinate and implement the activities of group installation to ensure that all work is completed according to scheduled deadlines with attention to quality standards, priorities and overall.
- Assist in the coordination of onsite baseline visits.
- Set up employer portal access.
- Lead and Facilitate Implementation calls setting expectations and results.
- Nurture relationships long term relationships with internal and external stakeholders.
- Efficiently escalate and close group and member concerns and issues that are brought to our attention via the broker or group while tracking and trending such concerns and issues.
- Act as organization implementation project manager by collaborating with internal stakeholders to drive successful implementation of unique client concessions, such as: Performance Guarantees, billing grace periods, administrative notices timeframes, etc.
Required Experience/Skills
- Active General Life and Health Insurance License
- Knowledge of state specific Health Plan Benefits
- Detailed oriented with experience Salesforce, or other CRM system
- Proficient in Microsoft Office Suite, Google Workspace and Adobe
- Fluent in spoken and written English (Spanish bilingual -preferred but not required)
- Possess excellent diplomacy and people skills.
- 3 years’ experience in Health Plan Sales, Benefit Counselling or Account Management
