Onboarding Specialist

• Support the onboarding process of new groups from application through to successful enrollment
• Work with customers on their annual benefits renewal process and any coverage or carrier changes
• Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers
• Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers
• Keep detailed notes/records in Salesforce regarding customer accounts and interactions

Client Outreach/Onboarding Coordinator

Onboarding Coordinator

Onboarding Specialist II

Onboarding Coordinator

Onboarding Manager

Senior Onboarding Manager