Onboarding Specialist - Remote

Does your current company inspire you to build, grow, and innovate?  Is your passion for making lasting and meaningful change being realized? 

The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways.  We have the heart of a startup and the backing of an industry leader.  This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world. 

The Onboarding Specialist will support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for our new broker partners. This role will report to the Director of Onboarding and will work closely with the Regional Sales Consultants, data analyst and finance analyst. The Onboarding Specialist will be a vital part of the relationship between the organization, consultant, and new broker partners.  

Key responsibilities include:

Working with Director of Onboarding to move new clients through the onboarding process while managing all internal, carrier, and broker facing communications, follow ups, and data checking with attention to broker experience and revenue tracking.

• Working with sales consultants relative to sales pipeline

• Work closely with carrier partners throughout onboarding process

• Manage data collection throughout onboarding process

• Provide updates to brokers as directed by consultant

• Ensure all steps and process flows are documented internally throughout process

• Communicate as needed with all internal teams, including but not limited to consultant, analyst, and data and finance analysts

• Coordinate and prepare for cross functional team meetings

Qualifications, skills and requirements:

• Strong verbal written communication skills

• Attention to detail

• Ability to move easily from one task to another

• Very strong organization skills

• Ability to work in an unstructured environment and still meet deadlines

• Ability to maintain confidentiality

Education, training, and experience:

• Bachelors degree

• Microsoft office experience, including Excel

• Experience in insurance is preferred, not required

• Ability to work ‘normal’ business hours

• SalesForce experience preferred, not required

The typical base pay range for this role nationwide is $75,000 to $80,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the team!