Onboarding Consultant
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Job Description
Onboarding Consultant guiding life and health insurance agencies through tailored AMS+ implementation, configuration, data migration, and go-live. Advising clients and resolving complex onboarding challenges.
Responsibilities:
- Serve as the primary point of contact for clients during onboarding from kickoff through go-live.
- Assess client business goals, systems, and operational maturity to develop tailored onboarding plans.
- Lead client meetings to gather requirements and validate alignment with project objectives.
- Manage timelines, deliverables, and risks; resolve conflicts to maintain project momentum and quality.
- Evaluate go-live readiness and coordinate handoffs to Customer Success.
- Analyze commission structures, VOIP/integration needs, and data environments to recommend and configure AMS+.
- Diagnose and resolve complex configuration, integration, and data challenges.
- Recommend process improvements aligned with insurance-industry best practices.
- Train clients on AMS+ features according to their sophistication and needs.
- Partner with internal technical teams on complex challenges and determine when to escalate.
- Collaborate with Customer Success for post-go-live transition.
- Provide feedback on client needs, product gaps, and process improvements.
- Refine onboarding templates, playbooks, and documentation.
- Participate in post-implementation reviews.
Requirements:
- Bachelor’s degree in Business, Information Systems, or a related field; or equivalent experience.
- 3–5+ years of experience in software implementation, onboarding, or professional services (SaaS preferred).
- Proven expertise in AMS+ or comparable agency management software.
- Demonstrated ability to exercise independent judgment and discretion when addressing complex, ambiguous, or client-specific challenges without significant oversight.
- Experience successfully consulting with and managing clients across a range of sizes and complexity levels, including cross-segment accounts.
- Strong understanding of insurance operations, including commissions, VOIP setup, and workflow automation.
- Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
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