Key Account Onboarding Specialist
New
Remote work flexibility within the United States.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5 years
- Required Skills
- Microsoft Office SuiteRelationship managementAnalytical thinking
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.
Responsibilities
- 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.
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