Client Onboarding Specialist

Job Summary

A company is looking for a Client Experience & Onboarding Specialist (Remote).

Key Responsibilities

• Monitor and respond to agent inquiries via email and phone regarding health insurance carriers and onboarding processes
• Assist agents with questions related to contracting processes, certification requirements, and RTS status
• Document interactions and collaborate with internal departments to ensure accurate information is provided to agents

Required Qualifications

• High School diploma or equivalent plus two years of industry experience
• Ability to learn and follow procedures independently
• Excellent organizational and time management skills
• Experience navigating email systems, CRM tools, and internal tracking systems
• Self-motivated with the ability to manage multiple priorities in a dynamic environment