Client Experience & Onboarding Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Experience Onboarding Specialist supporting agents with health insurance inquiries and onboarding processes. Engaging with agents through email and phone for a seamless experience.
Responsibilities:
- Monitor and respond to emails from the main support inbox, providing clear and professional communication to agent inquiries.
- Assist agents with questions related to health insurance carriers, contracting processes, certification requirements, and RTS status.
- Triage and forward emails to the appropriate Onboarding Specialist based on carrier type or inquiry topic.
- Answer incoming phone calls and provide real-time support to agents with similar questions or concerns.
- Maintain up-to-date knowledge of carrier guidelines, RTS requirements, and internal onboarding processes.
- Document interactions and track common issues to support team improvement and efficiency.
- Collaborate with onboarding specialists and other internal departments to ensure accurate and consistent information is provided to agents.
- Identify urgent issues and escalate appropriately to ensure timely resolution.
- Maintain confidentiality and data integrity in line with company policies and data protection regulations.
Requirements:
- A High School diploma or the equivalent plus two years of industry experience.
- Customer service mindset with strong communication skills, both written and oral.
- Ability to learn and follow procedures independently and consistently.
- Excellent organizational and time management skills, with the ability to multi-task.
- Comfortable navigating email systems, CRM tools, and internal tracking systems.
- Ability to manage multiple tasks and prioritize effectively under time-sensitive conditions.
- Ability to navigate a variety of websites and internal systems with ease.
- Ability and willingness to work collaboratively across teams.
- Self-motivated with the ability to manage multiple priorities in a dynamic environment.
Benefits:
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
Similar Jobs
Client Onboarding Consultant
Client Onboarding Consultant at Root Financial handling inbound prospects for financial advisory services. Assessing fit and building trust with high-net-worth individuals through consultations.
Onboarding Specialist – Enterprise
Onboarding Specialist managing onboarding and implementation projects for Paystone’s Datacandy product line. Collaborating with sales, account management, and clients for successful product adoption and delivery.
Onboarding Specialist – Enterprise
Onboarding Specialist managing enterprise client onboarding and implementation projects for Paystone. Building relationships with key clients to ensure successful adoption and long-term success.
Training and Onboarding Specialist – Operations, Training Support
Training and Onboarding Specialist setting up franchise offices and managing virtual training. Ensuring smooth operations and supporting team processes for remote learning.
Associate Onboarding Specialist
Associate Launch Specialist managing onboarding experience for local business owners in AI-native system. Advocating for restaurant owners and improving internal processes with cross-functional teams.
Associate Onboarding Specialist
Associate Launch Specialist facilitating restaurant owners' onboarding and setup for Owner's platform. Working remotely while ensuring a successful app launch experience for clients based in Argentina.
Client Onboarding Specialist
Client Onboarding Specialist supporting clients through onboarding at Task Buddie. Guiding clients to successful, long-term partnerships and ensuring smooth transitions.
Customer Onboarding Specialist
Onboarding Specialist at EvenUp, aiming to transform legal practices with AI solutions. Leading complex onboarding initiatives and advocating for AI adoption in firms.
Inbound Sales, Onboarding Manager
Inbound Sales & Onboarding Manager leading sales for customers and managing team at MoeGo. Transforming pet care businesses through effective onboarding and sales strategies.
Customer Onboarding Manager
Customer Onboarding Manager overseeing onboarding specialists to support schools using brightwheel platform. This role emphasizes customer satisfaction and team development in a remote environment.
Customer Onboarding Specialist
Customer Onboarding Specialist managing multiple accounts for restaurant partners and ensuring successful platform onboarding. Advocate for restaurant owners while collaborating with cross-functional teams.
Recruiting and Onboarding Coordinator
Recruiting & Onboarding Coordinator supporting recruitment and onboarding activities for LoanCare. Ensuring a smooth and compliant experience for candidates and new hires.
Medical VA, Onboarding Specialist
Onboarding Specialist/Medical VA at Ansible Health managing patient onboarding and clinical administrative duties. Delivering exceptional patient care through communication and organization in a remote setting.
Onboarding Specialist
Onboarding Specialist guiding new customers through the enrollment and launch processes for CallRevu. Collaborating with sales and success teams to ensure a smooth onboarding experience.
Client Onboarding Leader
Onboarding Leader guiding clients through the implementation of Humand's platform. Ensuring successful usage and optimizing the client experience from the start.
Merchant & Payments Onboarding Manager
Merchant & Payments Onboarding Manager at Qu managing end-to-end onboarding for mid-market and enterprise restaurant brands. Collaborating with internal teams to streamline onboarding processes and improve customer success.
Client Onboarding Manager
Client Onboarding Manager at maxRTE facilitating onboarding processes for healthcare organizations. Managing implementations to ensure access to necessary care for patients and revenue recovery for providers.
Implementation Analyst – Client Onboarding
Onboarding Analyst responsible for onboarding clients at VExpenses, providing training and managing implementations. Focusing on enhancing client experiences and ensuring successful platform adoption.
Onboarding Specialist
Onboarding Specialist leading training for new clients on a B2B SaaS platform. Designing programs and ensuring client engagement through effective training sessions.
Onboarding Specialist
Onboarding Specialist responsible for creating corporate accounts and conducting onboarding sessions. Ensuring smooth adaptation of new hires into the company culture and workflows.