Key Account Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate client-specific needs to create customized solutions that enhance customer satisfaction and boost operational efficiency.

• Serve as the primary contact for esteemed clients, ensuring that their distinct requirements and expectations are consistently addressed.

• Oversee onboarding and administration for large to jumbo case sizes, guaranteeing precise and timely task execution.

• Assess, analyze, and make determinations regarding qualified life events and eligibility updates for intricate client portfolios, ensuring adherence to company policies.

• Coordinate and supervise implementation activities, ensuring smooth delivery for clients with varied and complex needs.

• Lead and conduct implementation meetings with employer groups, partners, and stakeholders, fostering actionable outcomes for large-scale and high-value accounts.

• Independently evaluate, analyze, and address client-specific issues within established escalation and approval protocols.

• Track system performance and engage in testing and rollout of enhancements.

• Identify and execute process improvements to enhance efficiency, productivity, and client satisfaction.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• Associate’s or Bachelor’s degree in Insurance, Business, or a related discipline is preferred.

• 3-5 years of experience in insurance operations, banking, or a related field.

• Basic knowledge of insurance operations and administrative processes.

• Familiarity with file feed transmissions (EDI, eligibility files) is preferred.

• Excellent organizational abilities with the capability to manage multiple tasks simultaneously.

• Proficient in Microsoft Office Suite (Excel, Word, Outlook).

• Strong written and verbal communication skills.

🏝️ Benefits

• Comprehensive full medical, dental, and vision insurance.

• Basic life insurance at no cost to the employee.

• Company-paid short-term and long-term disability.

• 12 weeks of 100% paid parental leave.

• Health Savings Account (HSA).

• Flexible Spending Accounts (FSA).

• Retirement savings plan.

• Personal paid time off.

• Paid holidays and a company-wide wellness day off.

• Paid time off to volunteer at nonprofit organizations.

• Pet-friendly office environment.

• Commuter benefits.

• Group pet insurance.

• On-the-job training and skills development.

• Employee Assistance Program (EAP).