Associate, Implementation Specialist
Location Designation: Fully Remote
Role Overview:
The Implementation Specialist is accountable for the end-to-end delivery of assigned New York Life Group Benefit Solutions (GBS) product implementations for new and existing clients. This role leads implementations from point of sale through transition to ongoing account management, ensuring timely, accurate, and high-quality execution.
Operating under manager oversight, the Implementation Specialist independently manages a portfolio of low to moderate complexity cases and is responsible for overall implementation outcomes. The role provides structured client guidance, applies professional judgment within established guidelines, and drives cross-functional coordination to deliver a positive and seamless client experience.
What You'll Do:
End-to-End Implementation Ownership
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.
Client Guidance and Expertise
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.
Decision-Making and Professional Judgment
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.
Scope
Manages implementations for stand-alone policies across the Group Benefit product suite for clients with fewer than 1,000 lives.
Oversees a portfolio of low to moderate complexity implementations.
Does not supervise other employees but may provide informal guidance related to implementation processes.
Requirements
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.
Pay Transparency
Salary Range: $65,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93487
Apply To This Job
Role Overview:
The Implementation Specialist is accountable for the end-to-end delivery of assigned New York Life Group Benefit Solutions (GBS) product implementations for new and existing clients. This role leads implementations from point of sale through transition to ongoing account management, ensuring timely, accurate, and high-quality execution.
Operating under manager oversight, the Implementation Specialist independently manages a portfolio of low to moderate complexity cases and is responsible for overall implementation outcomes. The role provides structured client guidance, applies professional judgment within established guidelines, and drives cross-functional coordination to deliver a positive and seamless client experience.
What You'll Do:
End-to-End Implementation Ownership
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.
Client Guidance and Expertise
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.
Decision-Making and Professional Judgment
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.
Scope
Manages implementations for stand-alone policies across the Group Benefit product suite for clients with fewer than 1,000 lives.
Oversees a portfolio of low to moderate complexity implementations.
Does not supervise other employees but may provide informal guidance related to implementation processes.
Requirements
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.
Pay Transparency
Salary Range: $65,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93487
Apply To This Job