Found Description
Responsibilities
- Implement new companies, re-implementations, nominations, cross-selling and upselling for health, dental, life and Boon benefits; additionally, open and cancel sub-policyholders for companies already implemented in Boon for the benefits mentioned above.
- Review contractual agreements, perform internal alignment and prepare the implementation book.
- Request, receive and validate documentation submitted by the client.
- Prepare communication materials.
- Submit to the carrier and address any issues or rejections.
- Prepare, validate and forward legal documents.
- Receive policy numbers, verify them and provide them to the client.
- Request, receive and send the first billing.
- Conduct the closing/onboarding meeting.
- Create records and submit them for system registration.
- Receive requests to open/cancel sub-policyholders and follow up with carriers to provide feedb...