Client Portal Success & Onboarding Specialist

Fortegra; Jacksonville (FL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Long-term disability

401(k)

Job summary

Fortegra is seeking a Service Representative to provide client and business support for the client portal, handling onboarding and training, troubleshooting issues, maintaining guides, and coordinating with internal teams to enhance the client experience.

The role requires strong communication, 3+ years in customer service, ability to work cross-functionally, participate in UAT, and contribute to process improvements. Fortegra offers a full benefits package and on-site work.

Qualifications

• 3+ years of experience in customer service or related field.
• Experience onboarding, training, troubleshooting, and resolving client issues.
• Ability to liaise between clients and internal departments.
• Experience with insurance or premium billing is a plus.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Support client onboarding and training on portal functionality.
• Develop and maintain portal training materials and guides.
• Serve as a point of contact for portal questions and issues.
• Troubleshoot and resolve portal concerns with accurate documentation.
• Coordinate with IT, Reporting, Premium, Operations, Sales and Development.
• Participate in User Acceptance Testing (UAT) for portal updates.
• Assist with portal updates and enhancements based on client feedback.
• Support process improvement initiatives with client input.

Skills

Customer service

Client support

Onboarding

Cross-functional collaboration

Communication skills

Problem-solving

Job description

Fortegra is seeking a Service Representative to provide client and business support for the client portal, handling onboarding and training, troubleshooting issues, maintaining guides, and coordinating with internal teams to enhance the client experience.

The role requires strong communication, 3+ years in customer service, ability to work cross-functionally, participate in UAT, and contribute to process improvements. Fortegra offers a full benefits package and on-site work.