Onboarding Executive (Good Excel)

Vidal Health Insurance; Bengaluru; On-site; INR 300,000 - 450,000; Full time

Benefits offered by this job

MS Excel training

Job summary

Vidal Health Insurance in Bengaluru is seeking an onboarding support executive to handle client onboarding requirements, data validation, and process documentation. You will work with multiple teams to ensure accurate data entry and timely communications during onboarding.

The role focuses on MS Excel data handling, quality checks, and cross-functional coordination within a healthcare insurance context.

Qualifications

• Freshers or candidates with up to 1 year of experience may apply.
• Proficiency in MS Excel, Word, PowerPoint, and Outlook.
• Basic understanding of data management and business processes.

Responsibilities

• Assist in gathering onboarding requirements from clients and internal business teams.
• Support documentation of policy details, coverage structures, and onboarding requirements.
• Review and validate employee/member data before system upload.
• Coordinate with Operations, Technology, Product, and Business teams.
• Support execution of onboarding communications through email, SMS, and portal notifications.
• Conduct test communications and assist in validation before launch.
• Track onboarding activities and follow up with stakeholders for timely completion.
• Assist in onboarding/pre-enrolment portal setup and configuration.
• Support User Acceptance Testing (UAT) and document observations.
• Assist in client demonstrations and portal walkthroughs.
• Collect approvals and sign-offs before go-live.
• Address basic client queries and elevate issues when required.
• Prepare onboarding status reports and implementation updates.
• Maintain and archive onboarding documents and records.

Skills

Attention to detail

Analytical abilities

Communication skills

Team collaboration

Tools

MS Excel

MS Word

PowerPoint

Outlook

Job description

Key Responsibilities

• Assist in gathering onboarding requirements from clients and internal business teams.
• Support documentation of policy details, coverage structures, and onboarding requirements.
• Review and validate employee/member data before system upload.
• Perform data quality checks, including:
• Gender validation
• Relationship validation
• Date of Birth verification
• Duplicate record checks
• Age validation
• Date of Joining validation
• Coordinate with Operations, Technology, Product, and Business teams.
• Support execution of onboarding communications through email, SMS, and portal notifications.
• Conduct test communications and assist in validation before launch.
• Track onboarding activities and follow up with stakeholders for timely completion.
• Assist in onboarding/pre-enrolment portal setup and configuration.
• Support User Acceptance Testing (UAT) and document observations.
• Assist in client demonstrations and portal walkthroughs.
• Collect approvals and sign-offs before go-live.
• Address basic client queries and elevate issues when required.
• Prepare onboarding status reports and implementation updates.
• Maintain and archive onboarding documents and records.

Required Qualifications

• Freshers or candidates with up to 1 year of experience may apply.
• Proficiency in MS Excel, Word, PowerPoint, and Outlook.
• Basic understanding of data management and business processes.

Desired Skills

• Strong attention to detail and accuracy.
• Excel is a must know.
• Good analytical and problem-solving abilities.
• Strong verbal and written communication skills.
• Ability to work collaboratively with multiple teams.
• Knowledge of healthcare insurance, employee benefits, or TPA operations is an added advantage.
• Ability to manage multiple tasks and meet deadlines.

Key Competencies

• Quality & Accuracy Focus
• Teamwork & Collaboration
• Customer Orientation
• Time Management
• Process Compliance
• Learning Agility

Preferred Candidate Profile

• Recent graduates with strong communication and coordination skills.
• Comfortable working with Excel and data validation activities.
• Interested in operations, healthcare insurance, client onboarding, and process management.