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About the Role

The Implementation Coordinator will lead the successful onboarding of new clients and benefit programs, serving as the primary point of contact for clients, brokers, vendors, and internal stakeholders throughout the implementation process. This role is responsible for managing project timelines, understanding client business needs, documenting operational processes, and ensuring a seamless transition from sale to ongoing administration.

Responsibilities

Prepare onboarding client documentation, including client administrative summaries and client folders.
Schedule and run client kickoff calls and client trainings.
Provide continuous communication with the account contact(s) to ensure a smooth and efficient onboarding experience.
Resolve and respond to client questions or concerns timely and professionally.
Keep the customer informed of the onboarding progress via email, calls, and video calls.
Outline potential or unavoidable delays to clients.
Partner with internal departments to troubleshoot and resolve onboarding obstacles or issues.
Escalate issues when necessary.
Track the status of all new accounts to ensure timelines are met.
Ensure onboarding is completed within the agreed-upon timeframe.
Perform other duties as assigned.

Requirements

2+ years of customer service or project management experience.
Experience advising clients, implementing and onboarding complex customers, and running multiple projects simultaneously.
Excellent customer service skills with both external customers and internal partners.
Must be self-motivated and able to work independently.
Excellent verbal and written communication skills at all levels within an organization.
Ability to explain ideas clearly and maintain audience attention.
Ability to understand why and how things happen.

Skills

Project management
Customer service
Communication (verbal and written)
Problem-solving
Client relationship management

Location

Remote

Work Type

Full-time

Experience Level

Mid-level

Education Level

Bachelor's degree in a related field or equivalent work experience

Salary/Compensations

$50,000.00 - $65,000.00 annually

Benefits

Competitive compensation
Comprehensive benefits programs designed to support well-being
Career development opportunities
Ongoing learning
Collaborative, people-first culture with accessible leadership
Opportunity to do meaningful work with global reach and local impact

About the Company

Gallagher helps clients face risk with confidence, believing that when businesses are protected, they’re free to grow, lead, and innovate.
Gallagher is a global leader in insurance, risk management, and consulting.
The Boon Group specializes in designing wholesale employee benefit solutions to meet the unique needs of employers.
The Boon Group has long-standing carrier partner relationships and a creative approach to benefit programs.
The Boon Group creates products that are compliant, cost-effective, and competitive.

Equal Opportunity

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled).