Client Onboarding Specialist I: Launch & Relationships

LegalShield; Kentucky; On-site; USD 42,000 - 64,000; Full time

Job summary

LegalShield in Ada, KY, is seeking an onboarding specialist to manage initial client relationships and group onboarding for employee benefit programs. You will ensure customer satisfaction and high-quality execution of onboarding tasks while coordinating with internal teams and external stakeholders.

The role emphasizes reliability, teamwork, time management, and proactive problem-solving to ensure a smooth onboarding experience for clients and groups.

Qualifications

• Two years of experience performing customer service.
• Knowledgeable in Word, Excel, and PowerPoint.
• Good typing and 10-key skills required.
• Good written and verbal communication.
• Good phone and presentation skills.
• Effectively interact with users, peers, managers, and vendors.

Responsibilities

• Manage initial onboarding of new employee benefit groups and ensure client satisfaction.
• Coordinate onboarding schedules and timelines with internal and external stakeholders.
• Schedule and facilitate meetings with clients and other stakeholders.
• Provide frequent status and progress reports on onboarding activities.
• Ensure accurate system and contractual setup and review enrollment/billing history.
• Maintain ability to handle multiple deadlines with confidentiality and professionalism.

Skills

Customer Service

Microsoft Word

Microsoft Excel

PowerPoint

Typing

10-key

Communication

Teamwork

Time management

Problem-solving

Job description

LegalShield in Ada, KY, is seeking an onboarding specialist to manage initial client relationships and group onboarding for employee benefit programs. You will ensure customer satisfaction and high-quality execution of onboarding tasks while coordinating with internal teams and external stakeholders.

The role emphasizes reliability, teamwork, time management, and proactive problem-solving to ensure a smooth onboarding experience for clients and groups.