Key Account Onboarding Specialist

Posted 7 Days Ago
Hiring Remotely in USA
Remote
Mid level
Insurance
The Role
Manage onboarding and implementation for large, high-profile client accounts in pet insurance. Serve as primary client contact, analyze requirements, handle eligibility and life-event decisions, coordinate implementations and testing, lead stakeholder meetings, resolve escalations, and identify process improvements to boost efficiency and customer satisfaction.
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, Inc. is seeking a Key Account Onboarding Specialist who will report to the Manager, Operations Business Processes. The Key Account Onboarding Specialist is responsible for managing the onboarding and and implementation of large-scale and high-profile client accounts, leveraging analytical expertise and independent decision-making to deliver tailored solutions that meet complex customer needs and drive satisfaction. 

Job Location: Remote – USA
  

Main Responsibilities:  

  • Analyze client-specific requirements to develop tailored solutions that drive customer satisfaction and operational efficiency 
  • Act as a dedicated point of contact for high-profile clients, ensuring their unique needs and expectations are consistently met 
  • Manage onboarding and administration for large to jumbo case sizes, ensuring accurate and timely execution of tasks 
  • Review, analyze, and make decisions regarding qualified life events and eligibility updates for complex client portfolios, ensuring compliance with company policies 
  • Coordinate and oversee implementation activities, ensuring seamless delivery for clients with diverse and complex needs 
  • Lead and facilitate implementation meetings with employer groups, partners, and stakeholders, driving actionable outcomes for large-scale and high-value accounts 
  • Independently review, analyze, and resolve client-specific challenges within established escalation and approval processes 
  • Monitor system performance and participate in testing and rollout of enhancements 
  • Identify and implement process improvements to maximize efficiency, productivity, and customer satisfaction 
  • Perform additional duties as assigned 

Basic Qualifications:  

  • Associate’s or Bachelor’s degree in Insurance, Business, or related field preferred  
  • 3-5 years of experience in insurance operations, banking, or a related field  
  • Basic understanding of insurance operations and administrative processes  
  • Exposure to file feed transmissions (EDI, eligibility files) preferred  
  • Strong organizational skills with the ability to manage multiple tasks  
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)  
  • Strong written and verbal communication skills 

Expected Hours of Work:

  • This is a full-time position: Days and hours to be determined by needs of business.  Hours to be determined between employee and director

#li-Remote

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)

Interview Technology Notice:

Please note that phone and video interviews or screenings may be recorded and transcribed using interview technology to support our recruitment process.

By continuing with the interview, you consent to this use.

Text Messaging Notice:

If you provide a mobile phone number, you may receive job-related communications via text message. Message and data rates may apply.

You may opt out of text communications at any time by replying “STOP.”

Skills Required

  • 3-5 years of experience in insurance operations, banking, or a related field
  • Basic understanding of insurance operations and administrative processes
  • Strong organizational skills with the ability to manage multiple tasks
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
  • Strong written and verbal communication skills
  • Associate's or Bachelor's degree in Insurance, Business, or related field
  • Exposure to file feed transmissions (EDI, eligibility files)

Independence Pet Holdings Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Independence Pet Holdings and has not been reviewed or approved by Independence Pet Holdings.

  • Healthcare Strength Comprehensive medical, dental, and vision coverage is described alongside company-paid life insurance and disability coverage. HSA/FSA options and an Employee Assistance Program add additional health and protection support.
  • Parental & Family Support Twelve weeks of 100% paid parental leave is explicitly offered. This level of fully paid leave is positioned as a meaningful family-support benefit.
  • Leave & Time Off Breadth Personal paid time off is paired with 10 holidays and a company-wide Wellness Day. Paid time off to volunteer also expands time-off options beyond standard PTO.

Independence Pet Holdings Insights

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The Company
Chicago,, IL
13 Employees
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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