Client Onboarding Lead - Remote

Overview

This role acts as the primary point of contact for a variety of large-scale clients during the discovery phase of a client’s onboarding experience. The Client Onboarding Lead will gather, analyze and document business requirements across all areas of our platform with both clients and vendors.

In Short

• Serves as main contact for Onboarding strategic planning and client relationship.
• Leads discovery sessions resulting in detailed business requirements.
• Acts as subject matter expert for delivery model and requirements application.
• Assesses and mitigates risk during project discovery.
• Communicates project expectations and progress to clients and team members.
• Participates in business development and increases revenue opportunities.
• Demonstrates initiative and drive in a fast-paced environment.
• May perform other duties as assigned.

Requirements

• 7+ years experience in benefit administration industry.
• Bachelor's degree preferred.
• Experience in Health & Welfare benefits administration or Consulting.
• Strong quantitative/analytical skills.
• Strong written and oral communication skills.
• Ability to work within tight delivery timeframes.
• Fluency with MS Office tools, including Access, Project, and Visio.
• Experience leading multiple strategic projects simultaneously.
• Experience defining and documenting processes for continuous improvement.

Benefits

• Eligible for annual bonus incentive plan.
• Comprehensive benefits package available for full-time or part-time benefit eligible positions.