Onboarding Consultant

Renaissance; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Renaissance Alliance Insurance Services seeks a client-focused Onboarding Consultant to support a structured, timely onboarding experience for new member agencies. You will coordinate activities, collect materials, and ensure stakeholders stay informed throughout the onboarding journey.

You will develop implementation plans, track milestones, address risks, and drive continuous improvement in onboarding practices while aligning with contractual commitments and compliance.

Qualifications

• Strong organizational, communication, and follow-up skills.
• Ability to manage multiple priorities, deadlines, agencies, and documentation requests simultaneously.
• Comfortable communicating with external agency contacts and internal business partners.
• Experience using Microsoft Office tools, trackers, shared files, and workflow or ticketing systems preferred.
• Strong attention to detail and ability to identify issues that require escalation.
• Insurance, agency operations, onboarding, customer service, or administrative coordination experience preferred.
• Experience with AMS360 or other Broker Management Systems preferred (EPIC, Hawksoft,QQ).
• Insurance agency experience or working knowledge of insurance industry concepts strongly preferred.
• Self-motivated with strong initiative and a desire to develop a career in sales leadership.
• Relational—confident, friendly, respectful, and approachable.
• Adaptable and resilient with problem-solving mindset.
• Knowledge of Microsoft Office applications including Excel and PowerPoint.

Responsibilities

• Lead onboarding engagements by developing and managing implementation plans and milestones.
• Guide agencies through onboarding requirements, processes, systems, and available services.
• Partner with cross-functional stakeholders to align resources and ensure successful integration.
• Monitor progress, track readiness, and address risks and obstacles proactively.
• Provide timely communication and issue resolution throughout the onboarding journey.
• Analyze onboarding performance and feedback to improve effectiveness and satisfaction.
• Champion continuous improvement of onboarding methodologies and tools.

Skills

Organizational skills

Communication

Multitasking

Customer service

Problem solving

Process improvement

Detail-oriented

Relationship building

Time management

Education

High school diploma or equivalent

Tools

AMS360

EPIC

Hawksoft

Excel

PowerPoint

Job description

Renaissance Alliance Insurance Services is a leading, technology‑enabled financial services company reshaping how independent insurance agencies succeed. As the premier provider of business services, digital enablement, and risk‑transfer partnerships within the U.S. Property & Casualty insurance industry, we are built on trust, open collaboration, and a shared commitment to doing what’s right for our members, our partners, and one another. With nearly $6B in insurance premium under management, our continued national growth is driven by thoughtful innovation, strong relationships, and a belief that the best outcomes are achieved when diverse perspectives work together in service of a common purpose.

We are seeking a client-focused Onboarding Consultant responsible for supporting a structured, consistent, and timely onboarding experience for new member agencies. This role serves as a key administrative and coordination resource, helping ensure onboarding activities are organized, required materials are collected, member follow-up is completed, and internal stakeholders remain informed throughout the onboarding process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Lead the execution of onboarding engagements by developing and managing implementation plans, coordinating milestones, and ensuring members achieve onboarding objectives within established timelines
• Guide agencies through onboarding requirements, operational processes, systems, resources, and available services to promote readiness, adoption, and realization of membership value
• Partner with cross-functional stakeholders to align resources, facilitate knowledge transfer, and ensure the successful integration of new member agencies into Renaissance
• Monitor onboarding progress, maintain visibility into readiness and implementation status, and proactively address risks, dependencies, and obstacles that may affect outcomes
• Provide timely communication, consultative support, and issue resolution throughout the onboarding journey, ensuring members remain informed, supported, and positioned for success
• Analyze onboarding performance, member feedback, and key implementation metrics to identify opportunities to strengthen effectiveness, improve member satisfaction, and enhance business results
• Champion continuous improvement by refining onboarding methodologies, tools, resources, and best practices while ensuring adherence to organizational standards, contractual commitments, and compliance requirements

QUALIFICATIONS & COMPETENCIES

• Strong organizational, communication, and follow-up skills.
• Ability to manage multiple priorities, deadlines, agencies, and documentation requests simultaneously.
• Comfortable communicating with external agency contacts and internal business partners.
• Experience using Microsoft Office tools, trackers, shared files, and workflow or ticketing systems preferred.
• Strong attention to detail and ability to identify issues that require escalation.
• Insurance, agency operations, onboarding, customer service, or administrative coordination experience preferred.
• Experience with AMS360 or other Broker Management Systems preferred (EPIC, Hawksoft,QQ)
• Insurance agency experience or working knowledge of insurance industry concepts strongly preferred (separate this from the last bullet)
• Self-motivated with strong initiative and a desire to develop a career in sales leadership
• Relational-- exhibits a confident demeanor, a positive attitude, and genuine friendliness. Is honest, respectful, considerate, empathetic, and approachable.
• Adaptable--ability to be flexible and adjust to new or changing priorities and situations
• Resilient-- self-assured, enthusiastic, and determined to overcome obstacles and challenges to reach goals and exceed expectations
• Problem Solver--capable of identifying current and potential situations, use analytical thinking to consider all factors, and implement effective solutions
• Knowledge of Microsoft Office applications required including Excel and PowerPoint

Equal Employment Opportunity Statement

Renaissance Alliance Insurance Services, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, parental status, pregnancy, political affiliation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.