Associate Implementation Specialist

• Owns the full lifecycle of assigned implementations including enrollment readiness data exchange setup contract delivery configuration premium administration actions and transition to service.
• Leads implementations independently - not in a support capacity - with direct accountability for timeliness accuracy and execution quality.
• Establishes and manages milestone timelines proactively identifying risks and driving resolution to ensure successful go-live.
• Coordinates and aligns internal stakeholders including Data Exchange Premium Administration Enrollment Contracts Configuration Claims Sales and Account Management.
• Ensures deliverables are completed in accordance with defined implementation standards processes and service expectations.
• Maintains comprehensive and accurate documentation throughout the implementation process.

• Serves as the primary implementation lead and point of contact for clients brokers and internal partners during the implementation phase.
• Provides structured guidance and education to clients regarding plan design requirements enrollment processes data exchange specifications and administrative workflows.
• Interprets client needs and translates them into clear operational requirements for internal teams.
• Advises clients on process requirements timelines risks and best practices to support informed decision-making.
• Manages expectations through clear proactive communication and professional issue resolution.
• Applies working knowledge of Group Benefit products (e.g. VB LAD Absence) to ensure accurate setup and client readiness.

• Operates with manager-level oversight exercising independent judgment within established policies and implementation guidelines.
• Makes day-to-day decisions regarding scope clarification milestone management issue resolution and stakeholder coordination.
• Escalates complex non-standard or high-risk issues appropriately to leadership.
• Balances multiple concurrent implementations prioritizing effectively to meet service and quality expectations.
• Identifies routine process improvement opportunities and participates in continuous improvement initiatives.

• Manages implementations for stand-alone policies across the Group Benefit product suite for clients with fewer than 1000 lives.
• Oversees a portfolio of low to moderate complexity implementations.
• Does not supervise other employees but may provide informal guidance related to implementation processes.

• 1-2 years of experience in insurance benefits or a related industry.
• 1-2 years of client-facing or customer-facing experience preferred.
• Working knowledge of one or more Group Benefit products.
• Strong organizational skills with demonstrated ability to manage multiple timelines.
• Effective written and verbal communication skills.
• Ability to exercise sound judgment within defined processes and policies.
• Bachelor's degree preferred or equivalent work experience.

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.

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