Customer Onboarding Specialist - Associate

Independence Pet Group; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare

Parental Leave

HSA

FSA

Retirement plan

PTO

Job summary

Independence Pet Holdings is seeking a Customer Onboarding Specialist- Associate who will report to the Manager, Operations Business Processes. This role ensures a seamless onboarding experience for new and renewing group insurance clients, coordinating with technology partners, producers, and internal stakeholders.

Remote – USA. The position covers end-to-end onboarding—from intake to post-launch support—configuration of rates and benefits, and driving client satisfaction with strong

Qualifications

• 2+ years of experience in insurance operations, customer onboarding, or implementation roles.
• Proven experience managing B2B client relationships.
• Excellent communication and time management with ability to manage multiple onboarding projects.
• Strong proficiency in Microsoft Office; experience with policy admin systems or CRM tools.
• High attention to detail and ability to work independently in a remote environment.
• Internal candidates must have working knowledge of OnePack Plan and the PetPortal.

Responsibilities

• Lead complex onboarding initiatives for employer group customers, including new business and renewals.
• Own the end-to-end implementation process—from intake to post-launch support—ensuring a smooth transition into ongoing administration.
• Act as the primary point of contact for clients, producers, TPAs, and internal teams during onboarding.
• Configure rates, benefit plan designs, commission structures, and eligibility rules in internal administration platforms.
• Collaborate with Underwriting, Compliance, Legal, Product, and Technology teams to ensure all implementation elements meet regulatory and operational standards.
• Schedule and lead onboarding meetings, kickoff calls, and stakeholder reviews with internal and external contacts.
• Proactively monitor system performance and troubleshoot issues during onboarding and beyond.
• Support system testing, documentation, and training for new platform releases and enhancements.
• Contribute to process improvement efforts, identifying opportunities to streamline implementation workflows and improve customer experience.
• Serve as a subject matter expert for group onboarding within the insurance vertical.
• Provide mentorship and informal guidance to junior onboarding specialists.
• Additional duties and special projects as assigned.

Skills

Insurance operations

Customer onboarding

B2B relationships

Communication

Time management

Microsoft Office

Tools

Policy admin systems

CRM tools

Job description

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.
We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well‑being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni‑channel approach include our own insurance carrier, insurance brands and partner brands.

Job Summary

PetPartners Inc. is seeking a Customer Onboarding Specialist- Associate who will report to the Manager, Operations Business Processes. The Customer Onboarding Specialist- Associate is responsible for ensuring a seamless onboarding experience for new and renewing group insurance clients, driving operational excellence and client satisfaction across all lines of business. The ideal candidate will bring insurance‑specific expertise and experience in group implementation, benefit configuration, and partner communications.
This individual will serve as a cross-functional liaison between clients, technology partners, producers, and internal stakeholders to manage the end-to-end onboarding and implementation process for group pet insurance and employer-sponsored offerings.

Job Location:

Remote – USA

Main Responsibilities

• Lead complex onboarding initiatives for employer group customers, including new business and renewals.
• Own the end-to-end implementation process—from intake to post-launch support—ensuring a smooth transition into ongoing administration.
• Act as the primary point of contact for clients, producers, TPAs, and internal teams during onboarding.
• Configure rates, benefit plan designs, commission structures, and eligibility rules in internal administration platforms.
• Collaborate with Underwriting, Compliance, Legal, Product, and Technology teams to ensure all implementation elements meet regulatory and operational standards.
• Schedule and lead onboarding meetings, kickoff calls, and stakeholder reviews with internal and external contacts.
• Proactively monitor system performance and troubleshoot issues during onboarding and beyond.
• Support system testing, documentation, and training for new platform releases and enhancements.
• Contribute to process improvement efforts, identifying opportunities to streamline implementation workflows and improve customer experience.
• Serve as a subject matter expert for group onboarding within the insurance vertical.
• Provide mentorship and informal guidance to junior onboarding specialists.
• Additional duties and special projects as assigned.

Basic Qualifications

• 2+ years of experience in insurance operations, customer onboarding, or implementation roles
• Proven experience managing B2B client relationships
• Deep understanding of insurance product setup, enrollment, and eligibility processes.
• Excellent communication and strong time management skills with demonstrated ability to manage multiple complex onboarding projects.
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with policy admin systems or CRM tools preferred.
• High attention to detail, analytical mindset, and the ability to work independently in a remote environment.
• Internal Candidates must have working knowledge of OnePack Plan and the PetPortal

Preferred Qualifications

• Experience working with third‑party administrators, payroll platforms, or benefit enrollment systems.
• Familiarity with pet insurance or voluntary employee benefits is a plus.
• Experience with software testing and UAT processes.
• Ability to influence cross‑functional stakeholders and lead meetings with clients and executives.

Expected Hours Of Work

• This is a full‑time position: Days and hours to be determined by needs of business. Hours to be determined between employee and director

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short‑term and long‑term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company‑wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)

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