Remote Customer Onboarding Specialist I

Job Summary

A financial services company is seeking a Remote Customer Onboarding Specialist I.

Candidates will be responsible for the following:

• Gathering information from the customer, Producer, and Sales Representative after the sale has been finalized
• Submitting the group information to Policyholder Services teams while ensuring that the material correctly represents customer intent
• Managing the new group through the drafting of contracts and initial bills while responding to customer questions

Qualifications Include:

• Direct customer-facing experience
• Strong written and verbal communication skills (phone & email)
• Experience working with a variety of internal and external stakeholders
• Experience with identifying issues and problem resolution.
• Experience managing multiple projects with demanding time constraints
• Knowledge of billing/reporting setup, contract/document issue, billing, and specialized administrative activities