Implementation Manager Worksite Business

Job Summary

Fidelity Life Association (FLA) is an Illinois-based life insurance company and subsidiary of iA Financial Group, one of the largest insurance and wealth management groups in Canada, with US operations, over $219B in assets under management and 9,000+ employees.

In addition to being one of the premier direct term life writers in the US, FLA manufactures and distributes LifeTime Benefit Term (LBT), a proven, competitive permanent life with long-term care (LTC) group product, supported by a turn-key administrative capability, experienced team and very strong marketplace demand for voluntary employee benefits.

Capitalizing on over 17+ years of tremendous success with LBT, FLA is now expanding its breadth through select distribution partnerships.  FLA seeks other voluntary benefits professionals for key roles to support its growth strategy.  As a member of the Worksite Business team, you will have a visible role and direct contribution as FLA takes LBT to the next level.

Reporting to the SVP of Worksite Revenue Operations & Strategy, the Implementation Manager, Worksite Business, will be responsible for managing the installation of new employer groups with an emphasis on overall experience for partners and their employer clients.  The Implementation Manager will coordinate new case setup across all parties involved, including new business administration, billing, carrier partners, retail brokers and employers. 

Key Responsibilities:

• Serve as the liaison between external partners, retail brokers, their distribution teams and FLA following proposal acceptance
• Lead data capture of required case setup details across multiple parties; including: employer group billing details, enrollment / benefits administration platform preferences, enrollment / marketing strategy and employee census details
• Manage to enrollment timelines and communications among employers, brokers, carrier partners and enrollment firms
• Partner with FLA Enrollment Services for buildout of specific employer groups on enrollment technology / benefits administration platforms
• Conduct enrollment, product and technology platform training for partners, brokers, and enrollers
• Coordinate FLA licensing of new brokers or enrollment firms

• Collaborate with distribution partner implementation management to facilitate transition of on-going LBT billing, reporting or other employer group / insured support

• Build trust-based, consultative relationships with distribution partners and home office staff
• Attend distribution partner, retail broker and/or employer group meetings & presentations as needed

Qualifications:

• _{Bachelor's Degree or equivalency preferred; relevant work experience may substitute}

• _{3+ years benefits / insurance industry experience; worksite life with LTC insurance experience a plus}

• _{Fluency with benefits terminology, product or plan designs, case setup lifecycle & billing}

• _{Familiarity with enrollment platforms and technology (e.g., Selerix, Employee Navigator, bSwift, etc.)}

• _{Ability to travel up to 10% as needed}

Skills:

• Experience with voluntary benefits lifecycle & products, including terminology, enrollment methods, plan designs, implementation, billing & servicing activities; familiarity with voluntary life products a plus
• Outstanding project management skills, attention to detail and focus on accuracy
• Client-service mindset, including a desire to put the needs of partners above oneself
• Ability to multi-task across multiple simultaneous enrollments, issue resolution or relationship management activities
• Excellent interpersonal & communication skills, including ability to tailor messaging for a varied audience (internal, external) or seniority
• Capability to work hands-on and influence decision-making in collaboration with cross-functional teams and leadership
• Cultural awareness and sensitivity

Licenses + Certifications:

None; Life & Health licenses desirable, but not required

Compensation & Benefits:

We believe in taking care of our employees and their families. We offer a comprehensive benefits package designed to support your health, well-being, and financial future. Here’s a look at what we provide:

• Salary: $94,545- $117, 470
• Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
• Dental Insurance: Coverage for preventive, basic, and major dental services.
• Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.

• Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
• Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.

• 401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
• PTO and Sick Time accrue each pay period: Take time off when you need it

• Annual Bonus Program: Performance-based bonus to reward your hard work.