Office/Administration - SMB Implementation Specialist
Mindlance
Job Title
General Function: Fix excel membership files, Group Portal client setup and email transition letters. This includes a significant level of interaction with our external customers. Other responsibilities include routine and advanced administrative support as well as project/process management.
Summary Of Key Roles And Essential Job Functions:
- Provide support to the Client Service Team to create client presentations, industry events/conferences, etc. This will include the coordination of client visits to our facility.
- Responsible for routine correspondence, travel arrangements, maintaining calendars, organizing and scheduling meetings, coordinating special events and answering calls.
- Uses independent knowledge and judgment to complete assignments consisting of numerous steps that vary in nature and sequence.
- Research data and prepares response for requesting person/department. Communicates data in a clear and concise manner to the requester and may recommend appropriate action to be taken.
- Develops, generates, and updates reports (routine and non-routine) to assist management in making decisions (i.e. renewal status reports).
- Completes and updates appropriate records and files. Performs special projects as requested by management. Ensures confidentiality of privileged information.
- Personally respond to requests for information concerning office procedures. Determine which requests to be handled by management, professional staff or other department.
- Review outgoing materials and correspondence for internal consistency with approved procedures and ensure appropriate authorization is obtained. Develop and maintain non-routine reports (i.e., reference).
- Serves as a backup to other EyeMed assistants.
Physical Requirements Of The Job: Works in an office environment.
Financial Accountabilities: No direct cost center responsibility but needs to understand the correlation of sales office costs to company overall performance and be able to recommend appropriate strategies to management.
Decision Making Authority And Impact Of Decisions: Works closely with management in making recommendations for improvements, refinements or changes with regard to office equipment, procedures, and budget issues.
Human Resource Accountabilities: No direct reports.
Key Relationships:
- Customers (brokers, accounts, consultants): Frequent interactions with outside clients/brokers/consultants as support liaison, planning, scheduling.
- Client Service Management: Assists in performance management, administrative support, coordination, communication, event planning.
- Executive Leadership Team: Frequent interaction with EyeMed Leadership Team.
- Outside vendors: May assist in the planning, scheduling, and communication with vendors.
Compliance Training: 2026 EyeMed General Compliance, 2026 EyeMed HIPAA, 2026 EyeMed Fraud Waste and Abuse, 2026 Conflict of Interests Acknowledgement, 2026 Avoiding Dangerous Links, 2026 Unintentional Insider Treats, FSL New Hire Fraud Integral Staff Training In addition; Model of Care, ODAG, and CA Fair Claims.
EEO: "Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."
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