Trucordia

Insurance Brokerage

ImplementationSpecialist

$75–105k ~AI est. Midvale, Utah, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for entry candidates.

The Brief

“Implementation Specialist at Trucordia. Skills: Client onboarding, Project management. Serve as primary point of contact for new. Lead kickoff meetings”

What You'll Achieve.

Ensure successful setup of HR services; Ensure seamless transition for clients; Achieve high client satisfaction

Industry & Context.

Insurance Brokerage

What They're Looking For.

Must Have

2–5+ years of experience in implementation, onboarding, account management, or project management

Nice to Have

Experience in PEO, HR services, payroll, benefits administration, or related field

What You'll Do.

Serve as primary point of contact for new

Lead kickoff meetings

Manage full-cycle implementation

Ensure accurate setup of client accounts

Develop onboarding project plans

Manage onboarding timelines

Track implementation progress

Address risks and delays

Coordinate with internal teams

Maintain communication with stakeholders

Build consultative relationships with clients

Serve as trusted advisor

Understand client needs

Align solutions with client needs

Provide guidance on PEO services

Educate clients on processes

Ensure positive client experience

Ensure high satisfaction during onboarding

Partner with Sales for handoff

Review client expectations

Review client agreements

Ensure alignment with agreements

Transition clients to service teams

Ensure documentation is collected

Ensure documentation is accurate

Ensure documentation is compliant

Maintain records of onboarding activities

Maintain records of client interactions

Support adherence to compliance standards

How You'll Work.

Team & Collaboration

Coordinate cross-functionally; Partner closely with Sales

Process & Methodology

Project management, Manage multiple clients

Full Job Description

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values 1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the onboard

Free ATS check

Applying for this Implementation Specialist role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on SmartRecruiters

  • SmartRecruiters often includes a video screening step — check camera and mic permissions.
  • Link your GitHub or portfolio directly in the profile section for technical roles.
  • Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.

ANONYMOUS · UNFILTERED

What do employees actually say about Trucordia?

Real rants from real employees. Read before you apply.

Read Company Rants →