Onboarding Specialist - Remote
About the position
Onboarding Specialist Role The Onboarding Specialist will support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for our new broker partners. This role will report to the Director of Onboarding and will work closely with the Regional Sales Consultants, data analyst and finance analyst. The Onboarding Specialist will be a vital part of the relationship between the organization, consultant, and new broker partners.
Responsibilities
• Working with Director of Onboarding to move new clients through the onboarding process while managing all internal, carrier, and broker facing communications, follow ups, and data checking with attention to broker experience and revenue tracking
• Working with sales consultants relative to sales pipeline
• Work closely with carrier partners throughout onboarding process
• Manage data collection throughout onboarding process
• Provide updates to brokers as directed by consultant
• Ensure all steps and process flows are documented internally throughout process
• Communicate as needed with all internal teams, including but not limited to consultant, analyst, and data and finance analysts
• Coordinate and prepare for cross functional team meetings
Requirements
• Strong verbal written communication skills
• Attention to detail
• Ability to move easily from one task to another
• Very strong organization skills
• Ability to work in an unstructured environment and still meet deadlines
• Ability to maintain confidentiality
• Bachelors degree
• Microsoft office experience, including Excel
• Ability to work ‘normal’ business hours
Nice-to-haves
• Experience in insurance is preferred, not required
• SalesForce experience preferred, not required
Benefits
• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts
Apply Now
Apply Now
Onboarding Specialist Role The Onboarding Specialist will support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for our new broker partners. This role will report to the Director of Onboarding and will work closely with the Regional Sales Consultants, data analyst and finance analyst. The Onboarding Specialist will be a vital part of the relationship between the organization, consultant, and new broker partners.
Responsibilities
• Working with Director of Onboarding to move new clients through the onboarding process while managing all internal, carrier, and broker facing communications, follow ups, and data checking with attention to broker experience and revenue tracking
• Working with sales consultants relative to sales pipeline
• Work closely with carrier partners throughout onboarding process
• Manage data collection throughout onboarding process
• Provide updates to brokers as directed by consultant
• Ensure all steps and process flows are documented internally throughout process
• Communicate as needed with all internal teams, including but not limited to consultant, analyst, and data and finance analysts
• Coordinate and prepare for cross functional team meetings
Requirements
• Strong verbal written communication skills
• Attention to detail
• Ability to move easily from one task to another
• Very strong organization skills
• Ability to work in an unstructured environment and still meet deadlines
• Ability to maintain confidentiality
• Bachelors degree
• Microsoft office experience, including Excel
• Ability to work ‘normal’ business hours
Nice-to-haves
• Experience in insurance is preferred, not required
• SalesForce experience preferred, not required
Benefits
• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts
Apply Now
Apply Now