Client Onboarding Specialist

Posted 2 Days Ago
Be an Early Applicant
Phoenix, AZ, USA
In-Office
50K-70K Annually
Senior level
Healthtech
The Role
Own end-to-end onboarding projects for new healthcare clients, brokers, and internal teams. Manage timelines, communication, enrollment outcomes, client education, and issue resolution while building strong initial relationships. Collaborate across healthcare, claims, care, and member success teams to improve onboarding efficiency and ensure smooth transitions into ongoing client success.
Summary Generated by Built In

Healthcare shouldn’t be something you worry about when taking care of your family.

That’s why when you join Redirect Health, your healthcare costs nothing out of your paycheck—and the same is true for your spouse and children.

  • No monthly premiums
  • No deductibles
  • No surprise medical bills

Most team members avoid tens of thousands of dollars in healthcare costs compared to traditional health plans.

This isn’t a perk.
It’s part of our mission.


Who We Are

Redirect Health exists to make healthcare affordable for small businesses and people who can’t afford traditional employer insurance.We help real people navigate a system that is often confusing, expensive, and frustrating—and we do it with empathy, accountability, and simplicity. If you want your work to matter to families every single day, you’ll find purpose here.

How We Work (Our Core Values in Action)

At Redirect Health, our values guide how we show up for each other, our clients, and our members.

We do our best work when we:

Obsess Over People
We are always helpful, friendly, and human.

Own It to Completion
If we take something on, we see it through.

Always Improve & Adapt
We learn quickly and adjust without ego.

Always Start with “Yes, We Can Help You”
We lead with solutions and figure out the rest.

Succeed as a Team
We win together through trust and collaboration.

Detest Waste & Unnecessary Complexity
We remove friction so we can focus on what truly helps people.


If these values resonate with you, you’ll feel at home here.


About This Role

New Client Onboarding Specialist exists to ensure new clients are successfully onboarded to Redirect Health so they understand how our model works, feel confident from day one, and are set up for long-term success.

In this role, you will:

  • Serve new clients, brokers, and internal Customer Success and care teams
  • Be responsible for on-time, high-quality onboarding completion and strong initial client relationships
  • Directly impact how smoothly clients transition into Redirect Health and how well employees and families adopt and use their healthcare benefits

This is a hands-on role for someone who:

  • Enjoys project management, client communication, and problem-solving
  • Takes ownership and follows through
  • Wants their work to have real-world impact


What You’ll Do

In this role, you will:

  • Own: End-to-end onboarding projects for new clients, including timelines, tasks, communication, and completion
  • Support: Clients and members by educating them on how Redirect Health works and how to navigate their benefits
  • Collaborate with: Healthcare Consultants, AR Specialists, Brokers, Care Logistics, Claims, and Member Success teams
  • Improve: Onboarding efficiency, enrollment outcomes, and the overall new client experience
  • Advocate for: New clients and their employees by representing their needs and feedback across Redirect Health teams

A strong performer in this role is known for:

  • Running onboarding projects that are on-time, organized, and clear
  • Communicating proactively and building trust with clients and brokers
  • Consistently delivering smooth transitions from onboarding to ongoing client success


How Success Is Measured

Success in this role is measured by:

  • On-time completion of onboarding projects
  • Maximized employee and dependent enrollment during onboarding
  • Client satisfaction among key client and broker stakeholders
  • Member satisfaction, measured through NPS and issue resolution outcomes


What We’re Looking For

We’re looking for someone who:

  • Brings relevant experience in customer service, professional services and/or customer onboarding (+5 years)
  • Brings experience in account management or client success (+2 years)
  • Communicates clearly and with empathy (strong verbal and written communication skills)
  • Enjoys simplifying complex problems (proven analytical and project management skills)
  • Works well across teams and roles (friendly, self-motivated team player who thrives on supporting others)
  • Cares deeply about helping people (passion for healthcare and client service, self-starter with a results-oriented mindset)

Healthcare experience, licensing, or certifications: Preferred (Health Insurance License preferred)
Education: High School Diploma or GED required; BA/B.Sc. preferred


Why Join Redirect Health

What “Free Healthcare” Actually Means

When we say free, we mean no money out of your paycheck and no cost when you need care:

  • No monthly premiums
  • No cost to add your spouse or children
  • No deductibles (we reimburse them)
  • No out-of-pocket maximums

This benefit alone can save families tens of thousands of dollars.


What You’ll Earn
  • Salary range: $50,000-$70,000 per year
  • Bonus or incentive opportunities: Up to fifteen-thousand dollars per year
  • FREE healthcare for you and your entire family
  • Dental & Vision insurance
  • Paid time off & sick time
  • 401(k) access
  • A mission-driven team that believes in doing the right thing


Ready to Make a Difference?

If you’re looking for more than just a job—and want to help reshape how healthcare works for families—we’d love to hear from you.


Legal Stuff

Redirect Health is an Equal Opportunity Employer (EOE). Employment with Redirect Health is at-will. Nothing in this job posting or the application process creates a contract or guarantee of employment. Please note this job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities required for this role. Duties, responsibilities, and activities may change at any time with or without notice. Redirect Health does not provide employment-based visa sponsorship now or in the future for this position. Applicants must be currently authorized to work in the United States without sponsorship.

Skills Required

  • 5+ years of relevant experience in customer service, professional services, and/or customer onboarding
  • 2+ years of experience in account management or client success
  • Strong verbal and written communication skills
  • Analytical and project management skills
  • Ability to work effectively across teams as a self-motivated team player
  • Passion for healthcare and client service
  • High school diploma or GED
  • Healthcare experience
  • Health insurance license
  • Professional certifications
  • Bachelor's degree
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The Company
HQ: Scottsdale, AZ
109 Employees
Year Founded: 2012

What We Do

Redirect Health provides businesses with affordable healthcare plans using a partial self-insurance model that comply with the Affordable Care Act, reduce administration costs associated with traditional insurance plans, and enhance the employee’s healthcare experience. At Redirect Health, we imagine a day when all American companies have healthcare working so well and inexpensively that they provide it for free, using it to attract talented workforces, and maximizing free-market advantages in the local and global marketplaces.

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