The Associate Implementation Manager will report to the Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for new client onboarding and engagement. This role directs all aspects of client benefit plan installation for new and existing clients of Inspira’s products and services and develops/executes an implementation strategy consistent with client expectations.
• Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues
• Partner with all key stakeholders (i.e., sales/service staff, consultants, plan sponsors, and other internal business units) to proactively identify and address critical implementation issues ensuring client expectations are consistently satisfied or exceeded
• Evaluate impact of client-requested exception and develop reasonable alternatives to satisfy client’s needs while minimizing impact on systems and operations
• Identify, communicate and track cost sensitive items not included as part of the standard process
• Identify opportunities for cross sales and account rounding of additional Inspira products and services throughout the implementation process
• Other duties as assigned.
Qualifications
Years of Experience: • 1-2 years of experience in project management . Degree: • Bachelor’s Degree in Business, Communications, Finance or related field preferred . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact.
We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey.
Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.).
Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
