Onboarding Specialist managing onboarding activities and client due diligence at Coface. Ensuring compliance with AML/KYC regulations in a fast - paced financial environment.
NC
Hybrid Medicare Agent – Agency Onboarding Specialist, Customer Success & Implementation
Posted 2 weeks ago
About the role
- Agent & Agency Onboarding Specialist assisting independent Medicare insurance agents through the contracting and onboarding process. Coordinating with teams to ensure a smooth transition to selling insurance products.
Responsibilities
- Support independent Medicare agents and agencies through the onboarding process, including carrier contracting, certifications, and required steps before they begin selling.
- Serve as the primary point of contact during onboarding, answering questions, setting expectations, and ensuring agents feel confident throughout the process.
- Work closely with recruiting, contracting, marketing, training, commissions, and sales support teams to ensure a seamless onboarding experience.
- Document onboarding progress, communications, and milestones in CRM systems to ensure visibility and coordination across the organization.
- Help agents understand training resources, marketing opportunities, and strategies to launch and grow their businesses.
Requirements
- Bachelor’s degree or equivalent experience
- Experience in onboarding, implementation, customer success, account management, or client support
- Experience working with CRM systems
- Strong technology proficiency, including Microsoft Office
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable spending significant time communicating by phone
Benefits
- Comprehensive benefits package including medical, dental, vision, and telehealth
- 401(k) with 100% match up to 5% with immediate vesting
- Student loan paydown assistance program
- Paid parental leave
- Paid compassionate leave (pregnancy loss/miscarriage)
- Paid caregiver leave
- Company-paid disability coverage
- Three weeks PTO
- Generously paid company holidays
- "Twixmas" — paid closure between Christmas and New Year’s Day after our busiest season
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Onboarding Specialist at Clio facilitating customer adoption of legal software through strategy sessions and training. Responsible for managing client cases and ensuring successful transitions during the onboarding process.
Customer Onboarding Specialist providing software training via screenshare, chat, and phone across Europe. Engaging with hotel customers to ensure they benefit from SiteMinder products.
First Team Lead for Onboarding Specialists at bsport ensuring high quality onboarding experiences. Responsible for team performance, operational excellence, and customer satisfaction in a fast - paced SaaS environment.
Onboarding Specialist supporting customers in their journey with EcoOnline's SaaS solutions while collaborating with cross - functional teams. Responsible for onboarding processes and ensuring customer success.
Customer Onboarding Lead managing implementation of legal technology at Avvoka for major firms. Leading a team to ensure quick adoption and success in legal environments.
Customer Onboarding Consultant at Virta guiding customers through onboarding for EV charging services. Managing project coordination, training sessions, and continuous improvement efforts.
FX Regulatory and Onboarding Specialist at Partners Group supporting FX counterparty and MMF onboarding documentation. Managing workflows, timelines, and ensuring accurate and audit - ready data.
Working Student in Customer Onboarding for a Berlin - based Foodtech startup, assisting restaurant clients with app integration and ensuring a smooth onboarding process.
Credentialing and Onboarding Specialist at TransUnion interpreting customer information. Focus on credentialing and managing subscriber codes in a hybrid working environment.