Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
Associate Implementation Manager
Location
Illinois
Posted
30 days ago
Salary
$25 - $62 / hour
Seniority
Lead
Job Description
Associate Implementation Manager
Inspira Financial
Role Description 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 - 1-2 years of experience in project management. - Bachelor’s Degree in Business, Communications, Finance or related field preferred. - 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.
Benefits
- 401(K) matching, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Volunteer in local community, Family medical leave, Flexible work schedule, Generous parental leave, Generous PTO, Health insurance, Job training & conferences, Open door policy, Life insurance, Paid volunteer time, Open office floor plan, Paid holidays, Paid sick days, Onsite office parking, Partners with nonprofits, Performance bonus, Pet insurance, Promote from within, Lunch and learns, Remote work program, Team based strategic planning, Continuing education available during work hours, Tuition reimbursement, Vision insurance, Wellness programs, Diversity employee resource groups, Hiring practices that promote diversity
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