Insurance Customer Onboarding Specialist

Job Summary

To ensure a seamless onboarding experience for new and renewing group insurance clients, the full-time remote Customer Onboarding Specialist - Associate will manage complex onboarding initiatives, oversee the end-to-end implementation process, and serve as the primary point of contact for clients and internal teams.

Key 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
• Act as the primary point of contact for clients, producers, TPAs, and internal teams during onboarding

Required 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
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with policy admin systems or CRM tools preferred
• Internal candidates must have working knowledge of OnePack Plan and the PetPortal