Wellness Delivery Specialist

Position Summary:This position is responsible for assisting the management of new and existing clients. It requires a focus on project management of client customization, integration of services, excellent communication skills and relationship building throughout the life of the client and client satisfaction. This position works as part of a team with Client Success/Customer Experience Team in providing client services.

Major Responsibilities:

§ Have an understanding of wellness platforms, working knowledge of wellness program designs and workplace wellness best practices.

§ Work with Client Engagement Team, Sales, Brokers, Consultants to establish implementation timelines and metrics for all new accounts. Fully understands and communicates client expectations and background to ensure a timely and accurate implementation.

§ Participate in new and ongoing project meetings with Client Success/Customer Experience Team, Sales, Operations and clients’ stakeholders. Assist in the preparation and coordination of formal presentations to clients, consultants, brokers, members and producers regarding product, plan design, member education, service results, and renewals.

§ Maintain Salesforce and other company programs to include customer, prospect, vendor and Consultant updates.

§ Assist with maintenance and update of internal shared drives and files.

§ Assist in organization of and presence at screenings and health fairs as necessary. Prepare materials as needed.

§ Act as a coordinator for set up of biometric, flu shot or other events for clients upon request, as needed.

§ Enter client event data as supplied by client into appropriate vendor systems for tracking.

§ Assist in creating customized client communications and marketing materials to support client wellness programs and to encourage enrollment and engagement, including: renewal presentations and roadmaps.

§ Manage and fulfill client requests for renewals, custom reporting, etc., within WIQ CRM system, vendor CRM systems, and consolidating reports.

§ Assist in organization of internal processes to ensure effective and streamlined procedures.

§ Assist with service issues on behalf of client point-of-contact; work with service partners to resolve problems. Communicates status of on-going service issues to the client point-of-contact in a timely manner.

§ Work with Director of Operations to confirm processes and procedures are up to date.

§ Serve as point of contact for client eligibility file submission issues, report review and assistance, including platform eligibility and biometric screening eligibility.

§ Serve as initial point of contact for inbound telephone call to WIQ general phone number

§ Responsible for handling client inquiries (phone calls, faxes & emails) including tracking individual communications with client or service providers in client and vendor folders.

§ Management of Demo Account assignment, tracking and fulfilling supply.

§ Primary point of contact for Customer Service inbox & outbound emails.

§ Ability to use individual creativity or professional background to enhance content available to clients and grow programs within WIQ.

job requirements & Qualifications:

EDUCATION & EXPERience:

§ High School Diploma or equivalent; some college preferred

§ Health and Wellness or related experience, or any combination of education, experience and training that provides knowledge and abilities to perform the job

SPECIAL SKILLS REQUIRED:

§ Customer focused and responsive

§ Ability to respond professionally and accurately to requests received from a variety of clients

§ Excellent communication skills

§ Strong typing skills

§ Strong organization, communication and problem-solving skills

§ Project management skills

§ Strong analytical and data management

§ Ability to work both independently and in a collaborative manner in a rapidly changing environment

§ Ability to handle multiple priorities in a fast paced work environment

§ Flexible regarding daily work assignments

§ Self-starter with the ability to achieve results independently as well as in a team environment

§ Highly motivated and energetic professional who enjoys working in an entrepreneurial, fast-growing environment

§ Excellent interpersonal and organization skills

Computer Skills:

§ To perform this job successfully, individual should have knowledge of Microsoft Word, Microsoft Excel spreadsheet, Microsoft Access, Power Point design software, and Salesforce.com experience preferred.

SUPERVISORY RESPONSIBLITIES: None

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

§ Ability to sit at a computer for long periods of time and use a telephone frequently

§ Standing, walking, talking, hearing, sitting, reaching

§ Lifting up to 25 lbs. occasionally; lifting up to 10 lbs. regularly

WORKING CONDITIONS: Climate controlled open office environment; possible travel to client events and work locations.

Job Type: Full-time

Pay: $45,000.00 - $51,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• On-site gym
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• What are your salary requirements?

Education:

• High school or equivalent (Required)

Work Location: Hybrid remote in Independence, OH 44131