Customer Onboarding Specialist - Associate

Posted 7 Days Ago
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Mountain View, Vail, AZ
1-3 Years Experience
Insurance
The Role
Coordinates the onboarding process for new and renewal employer group customers, interacts with internal and external contacts, configures business rates and benefit plan designs, and monitors software administration system performance. Works under moderate supervision and may require deviation from standard procedures. Offers comprehensive benefits including healthcare, parental leave, and career advancement opportunities.
Summary Generated by Built In

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

 

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

PetPartners, a subsidiary of IPH, is an ensemble of seasoned industry experts who are working to strip away all the complexities that don’t add real value to pet insurance coverage. We’re delivering solutions that make it easy for employers to offer this sought-after benefit in a way that’s painless and worry-free – a truly one-of-a-kind approach to pet insurance.Performs tasks required to set-up, onboard, and administration of new and renewal employer group customers.

  • Coordinates implementation activities.

  • Interacts with internal and external contacts, including but not limited to, technology vendors, insurance producers, benefits administrators, and payroll companies.

  • Schedules, hosts, and runs implementation meetings with employer groups and partners.

  • Responds to customer questions and inquiries.

  • Configures new and renewal business rates, benefit plan designs, and commission percentages, within the company’s software administration system.

  • Monitors performance and overall functionality of the company’s software administration system and participates in the testing and roll-out of new enhancements.

  • Performs other duties and responsibilities as assigned.

Additional Job Description

Experience: 1-year relevant experience and/or banking, financial services, or insurance experience

Education: None

Accountability/Complexity: 

  • Works under moderate supervision.

  • Problems are typically of a routine nature but may at times require interpretation or deviation from standard procedures.

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

  • Comprehensive full medical, dental and vision Insurance
  • Basic Life Insurance at no cost to the employee
  • Company paid short-term and long-term disability
  • 12 weeks of 100% paid Parental Leave
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSA)
  • Retirement savings plan
  • Personal Paid Time Off
  • Paid holidays and company-wide Wellness Day off
  • Paid time off to volunteer at nonprofit organizations
  • Pet friendly office environment
  • Commuter Benefits
  • Group Pet Insurance
  • On the job training and skills development
  • Employee Assistance Program (EAP)
The Company
Chicago,, IL
13 Employees
On-site Workplace
Year Founded: 2021

What We Do

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services across insurance, pet education, lost recovery services, and beyond across North America.

As a leading authority in the industry, we operate with a full stack of resources, capital, and services that support a multi-brand and omni-channel approach. We operate our own insurance carrier and partner successfully with other carriers, as needed. We believe that pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets

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