Responsibilities
- Coordinate and manage new business installations for Pinnacle and WGAT, ensuring all project milestones are met
- Act as a backup for the WGAT Installation Auditor as needed
- Review and assess new business paperwork to ensure complete and accurate information during the installation intake process
- Coordinate with third-party vendors for integrations and manage related paperwork throughout the implementation process
- Create, maintain, and update project documentation, including project task lists, schedules, templates, and reports
- Track project progress, manage schedules, and ensure deliverables are met by customers' effective coverage dates
- Follow up on outstanding action items from previous project meetings and resolve any issues preventing progress
- Assist with data collection, analysis, and interpretation for implementation success
- Facilitate meetings with brokers, customers, vendors, and internal departments to ensure project alignment and progress
- Document and distribute meeting notes, decisions, action items, and follow-ups for internal and external stakeholders
- Create and present regular status reports for management and project teams, highlighting progress and any project variances
- Measure project performance, report on milestones, and take proactive steps to resolve any delays
- Ensure clear communication and reporting of project status to management and stakeholders
- Contribute to ad hoc process improvement initiatives within the department
- Support customer renewals and manage plan changes in line with business needs
- Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members
- Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively
- Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results
- Maintain a HIPAA compliant workstation and utilize appropriate security techniques to ensure HIPAA required protection of all confidential/protected client data
- Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet
- Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit)
- All other duties as assigned
Requirements
- Bachelor’s degree
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Outlook)
- Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports and phone etiquette
- Proven ability to synthesize verbal conversations into clear written documentation
- High attention to detail and strong organizational skills with the ability to take initiative, prioritize, and multi-task
- Ability to work effectively with individuals at all levels of the organization
- Excellent time management skills with a proactive, results-oriented approach and the flexibility to adapt as needed
- Ability to manage a varied workload, meet deadlines, and maintain a high level of accuracy
- Commitment to quality, collaborative work, and continuous improvement
- Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds
- Home router with wired Ethernet (wireless connections and hotspots are not permitted)
- A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.)
- A functioning smoke detector, fire extinguisher, and first aid kit on site
Nice to Have
- two (2) to three (3) years of health insurance operations experience
- Intermediate knowledge of Microsoft Project and other project management tools
Benefits
- profit-sharing
Work Arrangement
Hybrid
Additional Information
- Willingness to work occasional overtime when necessary
