Customer Onboarding Manager
TIP Group
ERP
Customer Onboarding Specialist I
The Standard
full-time
Posted on:
Location Type: Remote
Location: Remote • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $64,250 - $94,000 per year
Job Level
Mid-LevelSenior
About the role
- Gathering and submitting sold case information via Salesforce, forms, email, and phone
- Partnering with internal partners to ensure accuracy and resolve outstanding questions
- Leading group installation and transition to Account Specialist
- Driving problem resolution and contributing to process improvement initiatives
Requirements
- Bachelor’s degree strongly preferred but not required
- High School Diploma or equivalent required
- Minimum 3 or more years of responsible group insurance experience in account management
- Preferred background in project management, benefits administration, case management, customer service, or sales
- Direct customer-facing experience in employee benefits is required
- Strong problem-solving skills for customer issues
- Ability to manage onboarding activities
- Effective communication and coordination across multiple teams
- Ability to manage multiple projects under tight deadlines
- Ability to work directly with external customers and internal partners across divisions
- Preferred: Experience with Salesforce or similar CRM tools
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
group insurance experienceaccount managementproject managementbenefits administrationcase managementcustomer servicesales
Soft skills
problem-solvingcommunicationcoordinationproject managementcustomer-facing experienceability to manage onboardingability to manage multiple projectsability to work under tight deadlines
Certifications
Bachelor’s degreeHigh School Diploma or equivalent
