This is the team responsible for helping clients navigate the implementation process and ensuring everything is set up correctly.
The implementation Team
This type of call allows the team and client to review information, discuss setup, and make sure everyone is aligned.
What is an implementation call?
This beverage is often considered essential for surviving a busy workday.
What is coffee?
A client asks you a question and you don't know the answer. What do you do?
Let them know you'll verify the information and follow up rather than guessing.
This type of zizzl partner refers business to us but is not the Broker of Record for the group.
What is a Referral Broker?
These team members help answer questions, troubleshoot issues, and provide insight into the day to day work
Who are the analysts
This person or group that is being implemented
Who is the client?
This is something you should probably write down during your first few weeks.
What are notes?
You receive an email with several questions from a client, but you aren't sure how to answer one of them. This is what you should do before responding.
Research the answer, draft an email, consult a teammate.
A broker refers a group to zizzl and is the Broker of Record for that group. This type of partner is considered a...
What is a Premier Broker?
This quality is especially important when working with benefits data, because even a small mistake can have a big impact.
What is attention to detail
This is what a client should ideally leave an implementation call knowing: what was discussed, what was decided, and this.
What are the next steps?
This is the sound that suddenly becomes extremely loud when everyone is trying to concentrate.
What is someone's Teams/intercom notification?
You're working on something and realize you're going to miss the deadline. This is what you should do.
What is communicate the issue as soon as possible? to your manager?
This team is often referred to as the Barbie team
What is the carrier relations team?
When you're unsure about something, this is generally better than making an assumption or giving an incorrect answer.
What is asking a question
If a client says something that changes the original plan, this is what you should do.
What is document it and make sure the team is aware?
Who on the Implementation Team will convince you to adopt a kitten?
What is Rebecca?
You finish your assigned work early and notice your teammate is overwhelmed. This is what you could do.
What is ask if they need help?
This is the time of year at zizzl when Open Enrollment gets intense and everyone comes together to support one another.
This is one of the most important things to remember when joining a new team: you are not expected to know everything right away.
What is it's okay to ask questions?
This is what you should never do when you're unsure of an answer on a client call.
What is guess/answer incorrectly?
This is the one thing every new team member should bring on their first day — and it isn't a laptop.
What is a willingness to learn?
You are asked to explain something to a client that you understand internally but realize may be confusing to someone unfamiliar with the process. This is what you should do.
What is explain it in simple, client-friendly language?
This is the snack/food/drink that disappears fastest from our team.
Cookies / treats