Job Overview

Who You Are

• Strong Operator: Skilled at executing structured processes that bring new employer groups live, ensuring accuracy and consistency at every step.
• Detail-Oriented Executor: Thrive in complex workflows with precision, knowing compliance and client trust depend on accuracy.
• Tech-Comfortable: Confident navigating new systems, integrations, and tools; bonus if experienced with benefits platforms or case management systems like Intercom.
• Process-Focused & Curious: Eager to learn implementation workflows quickly, ask smart questions, and suggest improvements.
• Startup-Minded: Self-starter thriving in fast-paced, seasonal environments, adapting quickly and meeting tight deadlines with precision.

Key Responsibilities

• Onboarding Intake & Discovery: Participate in kickoff calls with employers and brokers to capture requirements, confirm implementation needs, and align on timelines, payroll integrations, and compliance considerations.
• Implementation Operations: Execute configuration of employer groups, validate employer and employee data, set up platform, and confirm payroll connections and funding mechanisms.
• Payment & Funding Operations: Process and validate employer funding workflows and premium payments, ensuring banking and payment processes function prior to launch.
• Support Readiness: Prepare all necessary information and manage the project to ready clients for ongoing servicing once the group goes live.

Background

• Bachelor’s degree or current college enrollment.
• 1-2 years of experience in operations or customer service.
• Strong attention to detail and ability to follow structured processes accurately.
• Excellent communication and organizational skills to manage multiple priorities in a fast-paced environment.
• Familiarity with health insurance, employee benefits, or ICHRA is a plus.

About Zorro