Integration and Implementation Specialist

Navia Benefit Solutions•Moraine, OH

2d•Hybrid

About The Position

The Integration & Implementation Specialist will play a dual role in integration efforts for new acquisitions and onboarding new customers. They will ensure integration projects are executed according to established timelines and procedures laid out in the integration plan and/or implementation process. The position will support and engage employees/employers/clients accordingly to complete the project.

Requirements

2+ years’ experience in plan or system implementation/configuration or client service role
Ability to identify and resolve issues
Ability to adapt to process and product changes
Strong planning and project management skills
Demonstrated ability to work independently and provide leadership and guidance to both Navia and customer resources
Ability to identify and resolve systemic issues through process change, engineering support and adaptability
Willingness to work outside of traditional business hours when needed to meet critical deadlines or support key projects

Responsibilities

Lead all assigned clients through the application and introduction of a Navia benefits plan
Instruct all assigned clients on the regulatory and operational nature of their benefits
Audit the technical setup of customer information in Navia applications prior to the clients go-live date
Ensure all related emails are sent to the client in a timely manner and saved in the appropriate location
Ensure all related documents and files are received from the client and follow up weekly until received prior to the go-live date
Ensure all tracking is up to date in Salesforce on a daily basis
Respond to all client inquiries within 24 hours of receipt
Serve as the primary contact for large/high profile transitioning clients or customers
Consult with acquired team members to determine the best plan structure and features based on go forward strategy
Coordinate and host migration Discovery sessions with acquired team members with assigned by given date
Host employee and employer education training webinars when assigned by given date
Coordinate and assist in the execution of projects in a timely manner
Provide a high level of service in all interactions both internally and externally
Maintain migration meeting notes and applicable trackers
Assist with the execution of audits prior to migration go live
Collaborate with cross-functional and divisional groups to achieve established company goals and objectives
Other duties as assigned