Implementation Lead


Austin, TX


Full Time

Implementation Lead Job Description


Reports to: VP, Sales Operations

Status: Exempt

Location: Austin, TX

Travel Required: (25%)


Beneplace is a market leader in voluntary benefits. We strive to enhance employee loyalty and quality of life, while reducing the workload of HR departments. We are looking for an Implementation Lead - a talented, self-starter with great project management and communication skills.


As an Implementation Lead (IL), you'll work with a team consisting of one Client Executive (CE) and at least one Account Executive (AE). Together you'll drive revenue growth within a specified book of clients. IL responsibilities include coordinating new account implementations, adding insurance products to new and existing clients, establishing payroll deduction processes, and establishing proper enrollment strategies. You'll communicate regularly with your team to develop and implement revenue-driving strategies and share knowledge of client contacts, needs, and opportunities.


Specific Responsibilities

  • Develops and executes project plan for new client implementations
  • Develops, reviews, and recommends results of insurance RFPs on behalf of clients
  • Coordinates implementation with insurance carriers for new and added coverage
  • Develops scope of work and reviews options for enrollment activities
  • Coordinates transfer of all associated files for payroll deduction purposes
  • During implementation, serves as day-to-day liaison with client, carriers, and payroll service providers
  • Ensures that product renewals are accurate for coverage and pricing
  • Implements any changes required for products during annual enrollment cycle (e.g., platform, billing)
  • Implements new technologies offered by Beneplace to existing clients
  • Diligently utilizes and maintains client information and interactions in the Beneplace CRM tool
  • Participates in business review strategy sessions with teammates


Job Qualifications

  • Bachelor's degree or equivalent experience
  • TX Property and Casualty License
  • Excellent project management skills
  • Mastery of Microsoft Office Suite (Outlook, PowerPoint, Excel, Word)
  • Ability to prioritize and self-manage workload
  • Excellent verbal and written communication skills
  • Ability to gather and analyze data


Why Beneplace?

At Beneplace, our employees are our #1 asset. We care about the person behind the desk - your engagement at work, career development, and life plans and aspirations. We work hard and we have fun. Perks include:


  • Health and Dental Insurance
  • 401(k) Matching
  • PTO and Loyalty Leave
  • Insurance Licensing Sponsorship
  • Employee Discounts
  • Regular Team-Building Events
  • Volunteer Opportunities
  • Career Development Opportunities
  • Fun and Friendly Work Environment
  • Standing Desk Options
  • Monthly Birthday Celebrations

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