Key Account Onboarding Specialist
TLDR
Lead onboarding and implementation for large, high-value client accounts, coordinating cross-functional teams to ensure timely, compliant activation and strong client satisfaction.
- Manage onboarding and implementation of large and complex client accounts, ensuring seamless execution from start to finish.
- Serve as the dedicated point of contact for key clients, addressing needs, expectations, and escalations.
- Analyze client requirements and design tailored onboarding and operational solutions.
- Oversee eligibility updates, qualified life events, and administrative processes with accuracy and compliance.
- Lead implementation meetings with clients and stakeholders to align on timelines, deliverables, and outcomes.
- Coordinate cross-functional teams to ensure smooth delivery of onboarding activities.
- Identify operational challenges and contribute to continuous process improvement initiatives.
- Support system testing, enhancements, and rollout activities as needed.
- Bachelor’s degree in Business, Insurance, or a related field preferred.
- 3–5 years of experience in insurance operations, banking, client onboarding, or similar fields.
- Strong understanding of administrative processes and operational workflows.
- Experience working with eligibility files or EDI/file feed processes is a plus.
- Excellent organizational skills with the ability to manage multiple priorities simultaneously.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Strong communication skills, both written and verbal, with a client-focused mindset.
- Ability to work independently, make decisions, and solve complex operational issues.
- Comprehensive medical, dental, and vision insurance coverage.
- Paid parental leave and generous family support programs.
- Life insurance and disability coverage provided by the employer.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
- Retirement savings plan to support long-term financial goals.
- Paid time off, holidays, and dedicated wellness days.
- Volunteer time off to support nonprofit and community initiatives.
- Employee Assistance Program (EAP) for personal and professional support.
- Remote work flexibility within the United States.
- Ongoing training, development, and career advancement opportunities.
Requirements:
Benefits:
Benefits
Health Insurance
Comprehensive medical, dental, and vision insurance coverage.
Learning Budget
Ongoing training, development, and career advancement opportunities.
EAP program
Employee Assistance Program (EAP) for personal and professional support.
Paid Parental Leave
Paid parental leave and generous family support programs.
Paid Time Off
Paid time off, holidays, and dedicated wellness days.
Remote-Friendly
Remote work flexibility within the United States.
Jobgether runs the largest remote job platform, effectively linking job seekers with over 200,000 flexible and remote opportunities that match their unique skills and preferences. Our focus is on enhancing the hiring process, ensuring efficiency while prioritizing the candidate experience, particularly in the growing health and wellness sector.
- Founded
- Founded 2020
- Employees
- 11-50 employees
- Industry
- Professional Services