Client Onboarding Specialist

Pinecrest Consulting; Dallas (TX); On-site; USD 57,000 - 65,000; Full time

Job summary

A leading company in business consulting is looking for a Client Onboarding Specialist to enhance client relations through effective onboarding processes. This role is crucial for guiding clients through insurance brokerage services and ensuring a seamless transition to their platforms. The position demands 3+ years in Insurance and Employee Benefits, strong skills in client interaction, and experience with relevant technologies.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 3+ years of Insurance and Employee Benefits experience.
• Strong knowledge of benefits administration and insurance policies.
• Proficiency in relevant software, especially Benefits Administration platforms.

Responsibilities

• Acting as the primary client-facing contact during onboarding.
• Leading the open enrollment process.
• Integrating clients' payroll systems with benefits administration.

Skills

Organization

Client Relations

Time Management

Problem Solving

Education

Insurance License

Tools

Benefits Administration software

Job description

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This range is provided by Pinecrest Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$57,500.00/yr - $65,000.00/yr

Client Onboarding Specialist

About Pinecrest Consulting:

At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Account Manager with Insurance and Employee Benefits experience to join our all-star team and contribute to our ongoing success.

About the Role:

As a Client Onboarding Specialist at Pinecrest Consulting, your primary role is to establish strong relationships with clients and become their main point of contact throughout their onboarding journey to our insurance brokerage services. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to ensure proficiency in Pinecrest’s service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive.

What You'll Do:

As a Client Onboarding Specialist, you will be instrumental in onboarding new clients to Pinecrest Consulting. Your key responsibilities will include:

• Acting as the primary client-facing point of contact throughout the Onboarding process, ensuring all inquiries and concerns are addressed promptly and professionally.
• Leading the open enrollment process: from planning and implementation to oversight, ensuring a seamless transition for clients onto our platforms.
• Understanding different insurance carriers and integrating clients' payroll systems to streamline the benefits administration process, highlighting our capability as a full-service healthcare brokerage.
• Guiding clients through the onboarding process, which includes collecting necessary documentation, setting up their accounts on our Benefits Administration software, and ensuring all client information remains current and compliant.
• Working closely with the sales team and the account management team to ensure a smooth journey from the initial sale to full account management transition, emphasizing our commitment to a comprehensive service approach.
• Managing work within tight timelines to ensure all client benefits are effective prior to the renewal date, demonstrating exceptional time management and organizational skills.
• Providing detailed explanations and training to clients on how to use our technology platforms for a seamless benefits administration experience.
• Collaborating with other departments as necessary to ensure all client needs are met and to optimize the client experience, ensuring that Pinecrest Consulting stands out as a leader in healthcare brokerage and benefits administration.
• Conducting periodic reviews with clients to ensure satisfaction and identify areas for potential expansion or further support, reinforcing our dedication to ongoing client engagement and success.

What We're Looking For:

• 3+ years of Insurance and Employee Benefits experience
• Strong knowledge of benefits administration, insurance policies, and associated technologies, particularly those relevant to healthcare and employee benefits.
• Ability to work independently and as part of a team, managing multiple tasks and meeting tight deadlines.
• Strong organizational skills and attention to detail.
• Advanced computer skills and proficiency in relevant software, especially Benefits Administration platforms.
• A team player with a commitment to fostering a positive work environment.
• Possessing an insurance license is highly encouraged.

Why Join Pinecrest Consulting?

• Step into a vibrant, community-driven culture where your contributions truly make a difference.
• Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
• Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
• Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
• Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.

Apply Now:

• If you're passionate about client relations and implementation and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Consulting

• Industries

  Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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