Onboarding Specialist

• Primary point-of-contact and process expert for assigned field partners (financial reps, field leaders, network office team members) who engage in onboarding services.
• Responsible for expediting onboarding processes, negotiating resolutions, and providing proactive onboarding case consultation.
• Initiate applications, enter data provided by the field, monitor and gather additional requirements during underwriting, and assist advisors with policy delivery - all with a high degree of accuracy.
• Track status of applications as they move through various stages of application input, underwriting, and policy delivery.
• Apply critical thinking and good judgment to resolve requests or issues related to risk applications; determine when to elevate those requiring more advanced knowledge.
• Lead weekly calls with advisors subscribed to the service to give status updates or background information on ‘in process’ work as well as work through best practices with advisors so that they can fully leverage our services and Home Office technology.
• Recommend and implement improvements to standard work and/or work processes.
• Mentor less experienced staff in technologies and standard work.
• Perform quality checks for peers and more junior staff.
• De-escalates issues and conflicts while, creating, maintaining, and reestablishing, when needed, confidence in HO resources.
• Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.

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