Group Onboarding and Broker Relations Special

5Star Life Insurance Company; Alexandria (VA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Flexible spending accounts

401k plan with employer match

Paid time off

Paid holidays

Life insurance

Disability insurance

Employee assistance program

Professional development & tuition-rei

Career growth opportunities

On-site gym

Friendly culture

Job summary

AFBA and 5Star Life Insurance Company are seeking a Group Onboarding and Broker Relations Specialist to coordinate onboarding for group life and health insurance, connecting Sales, Client Success, Operations, Finance, brokers and agents. The role is based in the United States with flexible hybrid work in Alexandria, VA or Lincoln, NE.

You will manage enrollment readiness, billing setup, and paperwork, while ensuring high-quality client experience and collaboration across internal teams.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3+ years of experience in financial services group operations, insurance account management, insurance agency administration, or a related field.
• Strong organizational, communication, customer service, and problem-solving skills.
• Ability to manage multiple priorities and work effectively across teams.
• Comfort working with multiple onboarding and administrative systems.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• A proactive, solutions-focused approach and a commitment to delivering an excellent client experience.

Responsibilities

• Coordinate the onboarding and setup of new Worksite group business.
• Partner with Sales, Client Success, and Sales Enablement to prepare groups for enrollment.
• Work with benefit administrators and third parties to establish billing, remittance, and group setup requirements.
• Ensure required group paperwork and agent contracting are completed before enrollment.
• Troubleshoot onboarding, billing, and system setup issues with internal teams.
• Support agents with questions, system access, and online portal training.
• Identify opportunities to improve workflows, training, and overall onboarding efficiency.
• Participate in quality-control reviews, reporting, and audits.
• Attend client or broker meetings as needed, with travel up to twice monthly.

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Are you someone who enjoys bringing order to complex processes, solving problems, and making sure clients have a great experience from day one?

We’re looking for an organized, proactive Group Onboarding and Broker Relations Specialist to help deliver a smooth and successful onboarding experience for new group life and health insurance business. You’ll coordinate the process from initial setup through enrollment and transition to ongoing service, serving as a key connection between Sales, Client Success, Operations, Finance, brokers, agents, and external partners.

About the Role

We’re looking for an organized, proactive Group Onboarding and Broker Relations Specialist to help deliver a smooth and successful onboarding experience for new group life and health insurance business. You’ll coordinate the process from initial setup through enrollment and transition to ongoing service, serving as a key connection between Sales, Client Success, Operations, Finance, brokers, agents, and external partners.

What You’ll Do

• Coordinate the onboarding and setup of new Worksite group business.
• Partner with Sales, Client Success, and Sales Enablement to prepare groups for enrollment.
• Work with benefit administrators and third parties to establish billing, remittance, and group setup requirements.
• Ensure required group paperwork and agent contracting are completed before enrollment.
• Troubleshoot onboarding, billing, and system setup issues with internal teams.
• Support agents with questions, system access, and online portal training.
• Identify opportunities to improve workflows, training, and overall onboarding efficiency.
• Participate in quality-control reviews, reporting, and audits.
• Attend client or broker meetings as needed, with travel up to twice monthly.

What You Bring

• Bachelor’s degree or equivalent work experience.
• 3+ years of experience in financial services group operations, insurance account management, insurance agency administration, or a related field.
• Strong organizational, communication, customer service, and problem-solving skills.
• Ability to manage multiple priorities and work effectively across teams.
• Comfort working with multiple onboarding and administrative systems.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• A proactive, solutions-focused approach and a commitment to delivering an excellent client experience.

If you enjoy connecting the dots, solving problems, and making sure every detail is in place for a successful client launch, we’d love to hear from you.

About Armed Forces Benefit Association (AFBA) and 5Star Life

In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve, and to solving their unique challenges, remains core to everything we do.

Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of those who serve today, including active‑duty military members, the National Guard, and first responders. We provide protection for those who go in harm’s way, helping ensure survivor and other benefits are available to those who serve, defend, and protect our great nation.

5Star Life Insurance Company was founded in service and carries that mission forward today. From underwriting benefits for military and first responder families to providing coverage to the employees who keep our communities running, our commitment to the communities we serve, rather than simply the bottom line, drives our business.

Our Work Environment

We offer a flexible hybrid work environment, allowing you to enjoy the best of both worlds with three days in the office and up to two days working remotely each week.

This position can based in Alexandria, Virginia or Lincoln Nebraska.

Benefits we offer

• health insurance (medical, dental, and vision)
• flexible spending accounts (medical and dependent care)
• 401k plan with generous employer match
• paid time off
• paid holidays (12)
• life insurance
• short- and long-term disability insurance
• employee assistance program
• professional development & tuition reimbursement
• career growth opportunities
• on-site gym and locker rooms (Alexandria, VA office only)
• friendly, collaborative culture

Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply. As an equal opportunity workplace, we are committed to creating an inclusive environment for all employees. AFBA and 5Star Life Insurance Company endeavors to make reasonable accommodations to the known physical or mental limitations of qualified applicants with a disability unless the accommodation would impose an undue hardship on the operation of our business. If an applicant believes they require such assistance to complete the application or to participate in an interview, or has any questions or concerns, they should contactHuman Resources ([e-mail]).EEO is the Law (Link to external DOL site). AFBA and 5Star Life Insurance Company is an Equal Opportunity Employer and an E-Verify Employer.