Customer Onboarding Specialist
Job Summary
Supporting brokers using a digital self-service platform, the full-time Customer Onboarding Specialist will manage inquiries and service requests related to quote, bind, submission, and policy servicing activities while working remotely.
Key Responsibilities:
- Serve as the primary contact for broker inquiries regarding platform access, navigation, and policy servicing
- Manage service requests through triage, prioritization, and resolution, maintaining complete case notes and service records
- Analyze service trends and recommend enhancements to improve the broker experience and operational performance
Required Qualifications:
- High School Diploma or GED
- At least 6 years of relevant experience
- Commercial or specialty insurance experience and knowledge of broker distribution
- Understanding of submission, quote-to-bind, and policy-servicing processes
- Experience supporting a digital self-service platform or customer portal
Complete Job Description
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