Company
Insurance
KeyAccountOnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Key Account Onboarding Specialist. Skills: Account onboarding, Client management, Process improvement. Manage onboarding and implementation of client accounts. Serve as dedicated point of contact for key”
Industry & Context.
Solve complex operational issues
What They're Looking For.
Must Have
3–5 years of experience, Understanding of administrative processes, Understanding of operational workflows, Proficiency in Microsoft Office Suite, Ability to work independently, Ability to make decisions, Ability to solve complex operational issues
Nice to Have
Bachelor’s degree in Business, Insurance, or a related field, Experience working with eligibility files, Experience with EDI/file feed processes
What You'll Do.
Manage onboarding and implementation of client accounts
Serve as dedicated point of contact for key
Analyze client requirements
Design tailored onboarding solutions
Design tailored operational solutions
Oversee eligibility updates
Oversee qualified life events
Oversee administrative processes
Lead implementation meetings with clients
Lead implementation meetings with stakeholders
Coordinate cross-functional teams
Ensure smooth delivery of onboarding activities
Identify operational challenges
Contribute to continuous process improvement initiatives
Support system testing
Support system enhancements
Support system rollout activities
How You'll Work.
Team & Collaboration
Cross-functional teams; Clients and stakeholders
Communication Scope
Written communication; Verbal communication
Full Job Description
## Accountabilities Manage onboarding and implementation of large and complex client accounts, ensuring seamless execution from start to finish. Serve as the dedicated point of contact for key clients, addressing needs, expectations, and escalations. Analyze client requirements and design tailored onboarding and operational solutions. Oversee eligibility updates, qualified life events, and administrative processes with accuracy and compliance. Lead implementation meetings with clients and stakeholders to align on timelines, deliverables, and outcomes. Coordinate cross-functional teams to ensure smooth delivery of onboarding activities. Identify operational challenges and contribute to continuous process improvement initiatives. Support system testing, enhancements, and rollout activities as needed. Requirements: Bachelor’s degree in Business, Insurance, or a related field preferred. 3–5 years of experience in insurance operations, banking, client onboarding, or similar fields. Strong understanding of administrative processes and operational workflows. Experience working with eligibility files or EDI/file feed processes is a plus. Excellent organizational skills with the ability to manage multiple priorities simultaneously. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Strong communication skills, both written and verbal, with a client-focused mindset. Ability to work independently, make decisions, and solve complex operational issues. Benefits: Comprehensive medical, dental, and vision insurance coverage. Paid parental leave and generous family support programs. Life insurance and disability coverage provided by the employer. Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options. Retirement savings plan to support long-term financial goals. Paid time off, holidays, and dedicated wellness days. Volunteer time off to support nonprofit and community initiatives. Employee Assistance Program (EAP) for personal and professional support.
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