Trucordia
Insurance Brokerage
ImplementationSpecialist
Neural analysis suggests this role is
optimal for entry candidates.
“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.
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
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