Employee Benefits Implementation Consultant

Patra Corp - New Haven, CT4.0

Full-timeEstimated: $58,000 - $77,000 a year
The Employee Benefit Implementation Consultant works with customers to manage implementation process for any new services with assistance from support team in the U.S. & India; is accountable & responsible for effective coordination, training, and delivering high quality/efficient service to our customers; and interacts effectively with multiple layers of client’s staff, serves as primary contact/liaison during the implementation process, ensures work consistency, and standards meet/beat client expectations.

Successful candidate will be a self-starter, well organized, highly detailed with excellent communication skills and will provide consistent/professional customer service; must have solid employee benefits knowledge including retail insurance agency experience, ability to write and understand workflows/processes, and knowledge & understanding of software used; and will maintain our goals & ensure we are meeting the needs & demands of our clients at the highest level of service, quality, & responsiveness.

Core Duties

Lead the implementation / optimization of Patra services
Provide effective utilization, support, guidance, training, & mentoring to India teams
Work with team members to define, prioritize, & implement selected enhancements
Advise & consult with clients to make their business more efficient, profitable, & scalable
Manage & ensure operation teams meet service standards, turnaround, and response times
Track, facilitate, & manage issues reported during implementation process; and diagnosing and providing resolution
Inform Relationship Consultant/relevant personnel of project status
Respond swiftly in managing inquiries, concerns, & requests from clients
Knowledge/understanding of technology-based tools & solutions in the insurance industry
Use analytical & critical thinking in work processes and communication skills
Collaborate & make recommendations to client about workflow / workflow documentation
Protect confidentiality of information learned by performing duties of the position
Other duties as assigned

Minimum Requirements - Education and Experience

Minimum of 5 to 7 years’ retail insurance agency/broker employee benefits experience
Implementation experience a plus

Knowledge, Skills, Abilities

Knowledgeable in Health & Life insurance coverages, insurance agency management systems, & other software used
Ability to write workflows & maintain documentation
Working knowledge/understanding of employee benefits, health plan implementation, administration, and practical experience in regulatory issues (ERISA, COBRA, HIPPAA, both state & federal regulations specific to health insurance nationwide)
Ability to communicate effectively and professionally
Sense of urgency, initiative, responsiveness, & attention to detail
Maintain highest level of confidentiality
Exhibits a high level of positivity, energy, & teamwork orientation
Proficient in using technology as a tool to maximize productivity/quality
Strong negotiation, effective interpersonal skills, solid analytical, & problem-solving skills
Stay abreast of general industry knowledge and trends
Ability to work independently and in teams
Positive attitude

Certifications and Licenses

Active Life and Health Insurance License

Working Conditions

Work from home with up to 25% travel throughout the United States
Minimum internet speed of 6 mbps download and 3 mbps upload; No Satellite


Competitive Salary/Benefits/PTO

Physical Requirements*

Constantly perform desk-based computer tasks
Frequent sitting
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds
Sort/file paperwork, rarely twist/bend/stoop/squat
  • Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
Work Standards

Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues, clients, and external organizations
Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
Subject to and expected to comply with all applicable Patra Corp policies & procedures