Onboarding Specialist
Centro Benefits Research
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft OfficeExcelSalesForce
Soft Skills
verbal communicationwritten communicationattention to detailorganizationtask managementconfidentialityadaptabilitydeadline management
Certifications
Bachelor's degree