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Insurance Implementation Specialist Jobs (NOW HIRING)

Karbon

Implementation Specialist

Dallas, TX · Remote

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Karbon

Implementation Specialist

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Karbon

Implementation Specialist

Arizona City, AZ · Remote

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Karbon

Implementation Specialist

Denver, CO · Remote

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Softwriters

Implementation Specialist

Pittsburgh, PA · On-site

Implementation Specialist - SoftWriters More than a technology company. Empower LTC Pharmacies ... Comprehensive health, dental, and vision insurance * Employee wellness programs Growth-Focused ...

Karbon

Implementation Specialist

Chicago, IL · Remote

As an Implementation Specialist, you will lead customers through onboarding, data migration ... Fully company paid life insurance * 401(k) with company matching * Flexible Spending Account * Up ...

Raymond West

Implementation Specialist

Cypress, CA · On-site

$70K - $75K/yr

The Implementation Specialist will install software from various vendors in support of iWAREHOUSE ... Must be able to be insured by Raymond West Physical Requirements: * This position will be based ...

Made4net

Implementation Specialist

Teaneck, NJ

$60K/yr

The Implementation Specialist role is vital in understanding client needs, configuring solutions to ... Health insurance (medical, dental, vision) with a robust wellness program to support your physical ...

Made4net

Implementation Specialist

Teaneck, NJ · On-site

$60K/yr

The Implementation Specialist role is vital in understanding client needs, configuring solutions to ... Health insurance (medical, dental, vision) with a robust wellness program to support your physical ...

Medlytix

Implementation Specialist

Roswell, GA · On-site +1

Medlytix is seeking a highly organized and proactive Client Implementation Specialist to support ... Experience supporting revenue cycle, eligibility, or insurance discovery processes Why Medlytix

Medlytix

Implementation Specialist

Roswell, GA · On-site

Medlytix is seeking a highly organized and proactive Client Implementation Specialist to support ... Experience supporting revenue cycle, eligibility, or insurance discovery processes Why Medlytix

Medlytix

Implementation Specialist

Roswell, GA · Remote

Medlytix is seeking a highly organized and proactive Client Implementation Specialist to support ... Experience supporting revenue cycle, eligibility, or insurance discovery processes Why Medlytix

Clearspan LLC

Implementation Specialist

Plano, TX · On-site

Dental insurance * Health insurance * Opportunity for advancement * Paid time off * Vision ... We are seeking a motivated and customer-focused Implementation Specialist to support the deployment ...

Trucordia

Implementation Specialist

Midvale, UT · On-site

We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance ... We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the ...

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Insurance Implementation Specialist information

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How much do insurance implementation specialist jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for insurance implementation specialist in the United States is $34.09, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $34.86 per hour, depending on experience, location, and employer.

What is an Insurance Implementation Specialist?

An Insurance Implementation Specialist is a professional who helps insurance companies or agencies integrate new software systems, processes, or policies. They work closely with internal teams and external vendors to ensure smooth transitions, train staff, and resolve any technical or procedural issues during the implementation phase. Their goal is to make sure that new insurance solutions are adopted efficiently and meet all regulatory and business requirements. This role requires strong project management, communication, and problem-solving skills.

What does an implementation specialist do?

An implementation specialist is responsible for deploying and configuring insurance products or systems for clients, ensuring smooth integration with existing processes. They often coordinate with sales, technical teams, and clients, utilizing tools like project management software and requiring strong communication and technical skills. Their work typically involves training users and providing ongoing support during the implementation process.

How much do insurance specialists make in the US?

Insurance Implementation Specialists in the US typically earn between $45,000 and $70,000 annually, depending on experience, location, and employer size. Entry-level roles may start lower, while experienced specialists with certifications can earn higher salaries, often supplemented with benefits and bonuses.

What are the key skills and qualifications needed to thrive as an Insurance Implementation Specialist, and why are they important?

To thrive as an Insurance Implementation Specialist, you need a solid understanding of insurance products, project management, and process analysis, often supported by a bachelor's degree in business or a related field. Familiarity with insurance management systems, CRM software, and data integration tools, as well as certifications like PMP or Agile, are highly beneficial. Exceptional communication, problem-solving, and organizational skills help you coordinate across teams and manage client expectations. These competencies are crucial for ensuring smooth system implementations, client satisfaction, and long-term operational success.

What is the role of an insurance specialist?

An insurance implementation specialist is responsible for onboarding new clients, configuring insurance products, and ensuring smooth integration of policies into company systems. They often collaborate with sales, underwriting, and customer service teams, and may use specialized software to manage policy data and compliance requirements.

How does an Insurance Implementation Specialist typically collaborate with clients and internal teams during the onboarding process?

As an Insurance Implementation Specialist, you will work closely with clients to understand their unique needs and ensure seamless onboarding of insurance products or systems. You’ll serve as a liaison between clients, IT, underwriting, and customer service teams, facilitating clear communication, setting timelines, and troubleshooting issues that arise. Frequent coordination meetings, status updates, and user training sessions are part of your responsibilities, making strong project management and interpersonal skills essential. This collaborative environment offers the opportunity to build both technical expertise and client relationship skills, which are valuable for career advancement in insurance operations or project management.

What is the highest paying position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, and Chief Risk Officer tend to be the highest paying positions. These roles require extensive experience, leadership skills, and often advanced certifications, and they oversee company strategy and risk management at the highest level.

What is the difference between Insurance Implementation Specialist vs Insurance Customer Service Representative?

AspectInsurance Implementation SpecialistInsurance Customer Service Representative
Primary RoleImplementing new insurance policies, onboarding clients, and ensuring smooth setupAssisting clients with policy inquiries, billing, and general account support
Required CredentialsInsurance licenses, industry knowledge, communication skillsBasic insurance knowledge, customer service skills, sometimes licenses
Work EnvironmentOffice-based, client-facing, project-orientedCall centers, office settings, remote options
Employer & Industry UsageInsurance companies, brokers, agenciesInsurance companies, customer service centers

The Insurance Implementation Specialist focuses on onboarding and implementing new policies, requiring specific industry knowledge and licenses. In contrast, the Insurance Customer Service Representative handles ongoing client support and inquiries. Both roles are essential in the insurance industry but differ in responsibilities and skill sets.

More about Insurance Implementation Specialist jobs
What cities are hiring for Insurance Implementation Specialist jobs? Cities with the most Insurance Implementation Specialist job openings:
What states have the most Insurance Implementation Specialist jobs? States with the most job openings for Insurance Implementation Specialist jobs include:
What job categories do people searching Insurance Implementation Specialist jobs look for? The top searched job categories for Insurance Implementation Specialist jobs are:
Insurance Implementation Specialist jobs near you
Infographic showing various Insurance Implementation Specialist job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $70,903 per year, or $34.1 per hour.
Implementation Specialist

Implementation Specialist

Karbon

Dallas, TX • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

About Karbon

Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

About the Role:

As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You'll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform.

As an Implementation Specialist, you will...

  • Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts, building and maintaining project plans, tracking milestones, and ensuring deliverables are completed on time, escalating complexity as needed.
  • Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.
  • Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.
  • Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.
  • Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.
  • Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness.
  • Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.
  • Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.
  • Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon.
  • Use AI in day-to-day implementation work, including ChatGPT licenses and AI-driven workflow automations, to support project planning, customer communications, and process optimization.

About You
  • You have 2-4+ years of experience in B2B SaaS Implementations
  • You have experience with end-to-end technical implementations
  • You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.
  • You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.
  • You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.
  • You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.
  • You have strong attention to detail and pride yourself on accuracy and follow-through.
  • You enjoy working with data and systems, ensuring integrity throughout migrations and configuration.
  • You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve.
  • You are comfortable working remotely and managing your time independently.

Bonus points if you have:
  • Experience in the accounting or tax industry.
  • Previous experience with workflow, accounting, or project management software.
  • Background in software onboarding or enterprise implementations.
  • Knowledge of change management frameworks.
  • Experience in a startup or high-growth SaaS environment.
  • Deep knowledge and hands-on experience using Karbon.

Why work at Karbon?

  • Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
  • Excellent benefits package including:
    • Paid Flexible Time Off with an encouraged 3 weeks use per year
    • Company paid medical for you and eligible spouse/partner and dependents
    • Company paid dental and vision and eligible spouse/partner and dependents
    • Fully company funded short and long term disability
    • Fully company paid life insurance
    • 401(k) with company matching
    • Flexible Spending Account
    • Up to 8 weeks paid parental leave
    • Work-from-home stipend
  • Work with (and learn from) an experienced, high-performing team
  • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
  • Be part of a fast-growing company that firmly believes in promoting high performers from within

As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role.

The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs.

It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are!

The estimated base salary range for this role is:
$73,000—$82,000 USD

Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links.

Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role!

We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.

Generally, if you are a good person, we want to talk to you. 😛

If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion.

At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!