Client Experience & Onboarding Specialist - Remote

Overview

The Client Experience Onboarding Specialist plays a key role in supporting agents by providing assistance regarding health insurance carriers and Ready-to-Sell (RTS) status, ensuring a seamless experience throughout the onboarding process.

In Short

• Monitor and respond to agent inquiries via email and phone.
• Assist with questions related to health insurance carriers and contracting processes.
• Triage and forward emails to appropriate specialists.
• Maintain up-to-date knowledge of carrier guidelines and RTS requirements.
• Document interactions and track common issues for team improvement.
• Collaborate with internal departments for consistent information delivery.
• Identify urgent issues and escalate them appropriately.
• Maintain confidentiality and data integrity according to company policies.
• Self-motivated with the ability to manage multiple priorities.
• Work collaboratively across teams.

Requirements

• High School diploma or equivalent plus two years of industry experience.
• Strong written and oral communication skills.
• Ability to learn and follow procedures independently.
• Excellent organizational and time management skills.
• Comfortable with email systems and CRM tools.
• Ability to prioritize effectively under time-sensitive conditions.
• Ability to navigate various websites and internal systems.
• Willingness to collaborate across teams.
• Self-motivated and able to manage multiple priorities.

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability