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Ancillary Marketing | Analytics | Consulting | Technology

Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 51-200Since 2016H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

31 days ago

Salary

$70K - $80K / year

Bachelor DegreeEnglish

Job Description

• Support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for new broker partners • Manage internal, carrier, and broker facing communications, follow ups, and data checking • Work closely with the Regional Sales Consultants, data analyst and finance analyst • Coordinate data collection throughout onboarding process • Ensure all steps and process flows are documented internally • Communicate with all internal teams • Prepare for cross functional team meetings

Job 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
  • Experience in insurance is preferred, not required
  • Ability to work ‘normal’ business hours
  • 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

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