Client Onboarding Specialist (Employee Benefits-Licensed Life, Health)

Decisely Insurance Services, LLC.; Alpharetta (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

Decisely Insurance Services, LLC. is seeking a Client Onboarding Specialist to manage the onboarding process for new clients. This role involves coordinating project timelines, managing documentation, and ensuring a smooth transition to the Client Engagement team. Ideal candidates will have a strong background in project management, excellent communication skills, and a commitment to client success. Join a mission-driven company that values innovation and exceptional service in the InsurTech industry.

Benefits

Remote-first flexibility

Growth pathways and mentorship

Access to development resources

Qualifications

• 2+ years of experience in client onboarding or project management.
• Active Life & Health Insurance License highly preferred.
• Strong understanding of health benefits administration.

Responsibilities

• Lead and manage assigned onboarding projects.
• Facilitate Open Enrollment readiness.
• Prepare and manage client documentation.

Skills

Project Management

Client Relationship Management

Communication

Problem Solving

Attention to Detail

Education

High school diploma

Associate or bachelor’s degree

Tools

Microsoft Office Suite

CRM/HRIS platforms

Job description

Client Onboarding Specialist (Employee Benefits-Licensed Life, Health)

Join to apply for the Client Onboarding Specialist (Employee Benefits-Licensed Life, Health) role at Decisely Insurance Services, LLC.

Client Onboarding Specialist (Employee Benefits-Licensed Life, Health)

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Who We Are

At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that genuinely make a positive difference for our clients and our organization. As a client-centric company, we are deeply committed to delivering exceptional customer service and building strong, lasting relationships with our clients. We seek passionate, service-driven individuals who share our dedication to putting clients first.

Our commitment to hiring the most progressive, diverse, equitable, and inclusive talent drives both our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work, while contributing to a service-oriented environment that ensures our clients' success.

Client Onboarding Specialist (COS)

As a COS, you are the heartbeat of our client onboarding journey, owning the critical transition from signed agreement to successful program launch. You’ll ensure every new client is set up for success by coordinating project timelines, managing documentation, driving operational excellence, and facilitating a smooth handoff to the Client Engagement team. This role is ideal for someone who thrives behind the scenes but understands the big picture: every operational detail directly impacts the client experience and long-term retention.

What You’ll Do

Onboarding Project Management

• Lead and manage assigned onboarding projects, coordinating timelines, deliverables, and cross-functional collaboration.
• Facilitate Open Enrollment readiness, ensuring plan setup, carrier configurations, and eligibility verification are completed accurately and on time.
• Prepare and manage client documentation, ensuring all plan documents, carrier submissions, and internal data are accurately maintained.
  
  

Client & Team Collaboration

• Partner with Sales, Implementation, Client Engagement, and Finance teams to ensure seamless onboarding and a smooth client handoff.
• Act as the operational liaison with carriers, ensuring carrier paperwork is completed and processed timely.
• Support platform testing and audits to ensure clients are fully prepared for their Open Enrollment experience.
  
  

Platform Training & Compliance Support

• Conduct internal readiness assessments and support Client Engagement teams in providing training resources for clients.
• Manage compliance documentation, including broker disclosures and required sign-off documents.
• Maintain up-to-date knowledge of Decisely’s platform capabilities, ensuring accurate and informed onboarding support.
  
  

Flexibility & Process Excellence

• Take on additional projects and responsibilities as assigned, contributing to continuous process improvement and team success.
  
  

Success Starts With…

• Building Trust – Foster strong client relationships and advocate for their ongoing success with a client-first mindset.
• Leveraging Technology – Navigate cloud platforms, HRIS systems, and digital tools with confidence and ease.
• Driving Projects – Manage multiple onboarding timelines with precision, structure, and follow-through.
• Communicating Clearly – Deliver proactive, professional, and concise communication across all channels.
• Solving Problems – Tackle challenges creatively, anticipate needs, and implement effective solutions.
• Perfecting the Details – Ensure data accuracy and excellence in documentation, setup, and client deliverables.
• Collaborating Cross-Functionally – Partner seamlessly with sales, product, and account teams to deliver unified service.
• Adapting Quickly – Embrace change, pivot with agility, and thrive in a dynamic, fast-paced environment.
  
  

What You Bring To The Table

• 2+ years of experience in client onboarding, project management, benefits account management, or benefits administration.
• High school diploma required, associate or bachelor’s degree preferred.
• Active Life & Health Insurance License highly preferred.
• Proven expertise in managing detailed documentation and coordinating across multiple departments.
• Strong understanding of health benefits administration and Open Enrollment processes.
• Proficiency in Microsoft Office Suite and CRM/HRIS platforms; experience with SaaS platforms is highly preferred.
• Excellent written and verbal communication skills with a focus on operational accuracy and collaboration.
• High attention to detail, organizational excellence, and the ability to manage multiple priorities in a fast-paced environment.
  
  

You’ll Thrive Here If You…

• Thrive in a collaborative, fast-paced remote work environment.
• Are a highly organized problem-solver who embraces technology and process improvements.
• Take pride in delivering a seamless, high-touch onboarding experience.
• Are energized by working behind the scenes to ensure successful client outcomes.
  
  

Why Join Decisely?

• Mission-driven culture with people at the center of everything we do.
• Remote-first flexibility with a high-performing, connected team.
• Opportunity to make a measurable impact across client portfolios.
• Growth pathways, mentorship, and access to development resources.
• A chance to shape the future of InsurTech with purpose and precision!
  
  

Additional Information

Physical Requirements

This is a primarily remote role requiring the ability to sit or stand for extended periods and communicate clearly via phone and video. Some travel (up to 10%) may be required for client meetings or internal events.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Human Resources Services

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