Implementation Specialist (Internal title: Implementation Coordinator)

About the position

Cobalt Benefits Group (CBG) is seeking an Implementation Specialist to support the successful onboarding of new clients onto our self-funded benefit platforms. In this role, you’ll partner closely with Sales, Account Management, and internal operational teams to ensure a smooth, accurate, and timely implementation experience for our clients. This is a highly collaborative, detail-oriented position that blends project coordination, client communication, and process execution. The ideal candidate is comfortable managing multiple timelines, working cross-functionally, and engaging directly with client stakeholders. This role is eligible for hybrid or fully remote work, depending on candidate location and business needs.

Responsibilities

• Coordinate and drive implementation activities across multiple internal teams and external partners
• Create, manage, and maintain implementation project plans, timelines, and tracking documentation
• Gather, document, and validate customer requirements to ensure accurate product and service setup
• Proactively identify risks or issues and partner with stakeholders to drive timely resolution
• Facilitate implementation kick-off activities, including preparation of tools and documentation
• Lead or support client-facing meetings and presentations related to onboarding and implementation
• Track action items, follow-ups, and implementation milestones to keep projects on schedule
• Customize and maintain department-specific documentation and templates
• Build strong working relationships with internal teams, vendors, and client contacts
• Support continuous improvement of implementation processes and standards
• Perform other related duties as assigned

Requirements

• 2+ years of experience in health insurance implementation or a closely related benefits/insurance role
• Experience working directly with clients on complex initiatives
• Knowledge of self-funded health plans and related services (TPA, claims administration, HSAs, FSAs, COBRA, etc.)
• Strong project coordination and organizational skills with the ability to manage multiple priorities
• Comfortable presenting to client management and facilitating meetings
• Proficiency in MS Office (Excel, PowerPoint); experience with web-based tools and documentation systems
• Ability to work independently and collaboratively across teams
• Associate’s degree or equivalent relevant industry experience

Nice-to-haves

• Technical writing experience is a plus

Benefits

• Medical, dental, and vision coverage with employer HSA contributions
• Company-paid life, AD&D, and disability insurance
• 401(k) with up to a 6% employer match
• Generous paid time off, sick time, and 10+ paid holidays
• Flexible Spending Accounts