Assist in the installation of new Pension Risk Transfer cases by owning data workstreams and collaborating with clients.
Analyze and cleanse client data, ensure accurate uploads, and conduct testing to meet expected results.
Communicate data discrepancies to the Pricing Team and identify risks to ensure mitigating controls.
Banner Life Insurance Company is a leader in Pension Risk Transfer, securing retirement for over 200,000 annuitants annually with over $14 billion in premium. With a culture built on meaningful impact and genuine enjoyment, we support our people through career development and comprehensive benefits.
Manage a portfolio of cyber incidents and data breach cases, serving as the primary point of contact for clients and vendors.
Coordinate breach communications and data processing, including data scrubbing and letter production.
Utilize advanced Excel skills to analyze and reconcile complex datasets for notification and fulfillment.
TransUnion is a global information and insights company that makes trust possible by providing a reliable view of consumers. With over 12,000 associates operating in more than 30 countries, we foster a culture of growth, diversity, and collaboration.
Lead customer workshops, coach associate consultants, and contribute to the company's knowledge base.
Enable provides an intelligent platform for pricing and rebate management, using AI-powered insights to help companies increase profitability. With $291M in funding and a rapidly scaling team, it is committed to reshaping the industry.
Provide accurate and timely service for investment operations, transactions, and stakeholder inquiries.
Analyze operational data to identify trends, resolve issues, and recommend process improvements.
Support regulatory compliance and contribute to operational initiatives in a structured remote environment.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective application review. It supports remote and diverse roles while maintaining an inclusive and equitable recruitment process.
Gather and document business requirements for complex configuration data sets.
Work directly with carrier stakeholders to document key scope decisions.
Translate business requirements into technical specifications for engineering.
Bestow is a vertical technology platform for life insurers, unifying legacy value chains to enable faster product launches. Backed by investors like Goldman Sachs and NEA, the company is trusted by major carriers and values precision, purpose, and heart.
Lead and develop a high-performing implementation team, using performance data and customer feedback to drive continuous improvement.
Oversee implementation delivery, improve playbooks, and scale processes to help customers realize value quickly.
Collaborate with Sales, Customer Success, and Product teams to enhance the end-to-end customer journey.
The company is a technology partner that helps customers achieve value through effective implementation and onboarding solutions. It operates in a remote-first environment with a collaborative, mission-driven culture that values accountability, continuous learning, and data-driven decision-making.
Manage a caseload of in-progress insurance applications through underwriting, navigating tools like HubSpot and Front.
Coordinate medical exams, track requirements, handle inbound calls/emails, and process policy changes.
Collaborate with internal teams and contribute to process improvements to enhance customer experience.
PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.
Lead customer onboarding from kickoff to implementation completion, guiding setup requirements and timelines.
Configure customer accounts, workflows, and user access while performing quality assurance testing.
Manage multiple implementation projects, communicate status updates, and collaborate with internal teams.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. We are a globally dispersed team serving 20,000 clients, including 30% of the Fortune 500, with a diverse and inclusive culture.
Serve as the main point of contact for TPA clients during new group implementations, gathering requirements and documenting them in standard templates.
Maintain detailed project plans and open items logs, coordinating day-to-day tasks for Implementation Managers and Specialists to ensure productivity.
Act as a liaison between internal teams (contracting, invoicing) and the Implementation Team, providing go-live support and participating in post-go-live improvement discussions.
SmithRx is a rapidly growing, venture-backed Health-Tech company disrupting the Pharmacy Benefit Management sector with a next-generation drug acquisition platform. With hundreds of thousands of members onboarded since 2016, SmithRx fosters a mission-driven, collaborative culture guided by integrity, courage, and togetherness.
Partner with implementation managers to create requirement documents and translate business needs into technical specifications.
Serve as a trusted advisor, leading discovery sessions and identifying process optimization opportunities.
Build strong client relationships through responsiveness and proactive communication.
Onit is redefining legal operations with AI-powered enterprise software for legal management, spend management, and contract lifecycle. With a growing team, they foster innovation and bold thinking in a collaborative culture.
Perform implementation, optimization, and strategic consulting engagements with insurance brokers.
Engage with new clients to gather software configuration and business process requirements.
Configure core applications and deliver education on Broker Management Systems.
Applied Systems reinvents insurance technology with cloud software and AI-powered solutions. With over 40 years of experience, the company serves thousands of agencies and brokers worldwide, fostering a people-first culture built on trust, inclusion, and growth.
Guide clients through the onboarding process, ensuring they have the knowledge and resources to integrate products.
Develop product expertise and provide technical assistance to support implementation and troubleshoot issues.
Act as a key client contact through calls, presentations, and high-touch email communication, and prioritize technical support tickets.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide, operating across markets from financial services to healthcare. With a team of 25,200 people in 32 countries, Experian invests in people and advanced technologies to unlock the power of data, and is recognized as a World's Best Workplace.
Guide enterprise clients through successful implementation and early stages of their customer journey.
Lead onboarding projects from planning through adoption, keeping timelines and stakeholders aligned.
Coordinate cross-functional internal teams and provide product education to ensure smooth client experience.
Our partner company provides compliance solutions, including KYC, transaction monitoring, and AML services. They operate globally with a remote-first culture, valuing diversity and offering professional development, flexible hours, and team offsites.
Deliver post-sale consulting across full engagements, including client management, implementation, and knowledge transfer.
Lead customers through requirements gathering, business-value mapping, and workshops to drive adoption and early value.
Configure integrations and data synchronization between xMatters and third-party applications while managing scope and timelines.
xMatters provides a cloud-native Digital Operations platform that helps organizations automate responses to critical IT incidents, including on-call management and incident triage. As part of Everbridge, we serve over 1,000 global organizations and foster a collaborative, mission-driven culture.
Analyze and automate standard reporting requests for clients, working with implementation and account teams.
Build reports in Excel, Genesys, Calabrio, and Empower, and handle data discrepancy analysis.
Collaborate cross-functionally and innovate processes to improve reporting performance.
Personify Health created the first and only personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. They serve employers, health plans, and health systems with data-driven solutions that reduce costs while improving health outcomes, and their team is mission-driven and diverse.
Own implementations end-to-end, managing clients from Sales handoff through go-live, including project plans and launch readiness.
Manage technical setup including SFTP access, claims file validation, and partner with Engineering on advanced troubleshooting.
Lead client communications and coordinate internal partners to drive successful, on-time implementations.
Pivotal Health is a technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape. We are a collaborative, low-ego startup building AI-driven solutions to simplify reimbursement workflows.
Manage an assigned book of business and coordinate with internal and offshore support teams to deliver service standards.
Handle the full renewal lifecycle, including applications, quotes, and binders, while processing endorsements and certificates.
Build and maintain productive relationships with clients, carriers, and team members to ensure responsive service and account growth.
This company specializes in managing insurance client portfolios and delivering high-quality account services. They maintain a collaborative, service-focused culture with distributed support teams.
Deliver fundraising-focused implementation services across Keela and Raisely.
Manage customer onboarding, data migration, and go-live training.
Partner with internal teams to improve platform functionality and customer experience.
Velora unites Aplos, Raisely, and Keela to help nonprofits thrive with fundraising, donor management, and financial tools. They are a remote-first team focused on reducing complexity and making nonprofit work more impactful.
Coordinate and arrange certification and 2nd party audits, overseeing end-to-end processes in compliance with program and ISO 17065 requirements.
Serve as the main contact for clients and external stakeholders, delivering excellent customer service and maintaining up-to-date operational knowledge.
Manage audit scheduling, maintain client records, and support continuous improvement of systems and procedures.
Eurofins Scientific is an international life sciences company providing analytical testing services to make life safer, healthier, and more sustainable. Over 30 years, it has grown to 58,000 staff across 900 laboratories in 54 countries, fostering a decentralized and entrepreneurial network.
Manage onboarding and implementation projects from kickoff to go-live.
Deliver virtual training and resolve client issues via JIRA and Asana.
Partner with internal teams to ensure smooth handoffs and client success.
The partner company provides a software platform for healthcare and human services, supporting DDA/IDD and assisted living programs. They foster a fully remote, collaborative culture with opportunities for professional growth.