Manager, Onboarding Specialist - Remote

Overview

The Onboarding Manager leads a team of Onboarding Specialists that focus on providing a positive and seamless experience for new broker and policyholder customers. This role involves managing the entire onboarding process, from application through implementation, and ensuring compliance with state regulations.

In Short

• Lead a team of Onboarding Specialists.
• Manage the onboarding process for new brokers and policyholders.
• Create and implement onboarding strategies.
• Develop onboarding materials and training resources.
• Collaborate with Sales leadership to enhance processes.
• Analyze performance data for team productivity.
• Act as a point of escalation for complex client queries.
• Ensure compliance with company policies and regulations.
• Foster an inclusive and engaging team culture.
• Implement strategies for team engagement and retention.

Requirements

• 5+ years of leadership experience in customer service or onboarding.
• Extensive experience in customer service management.
• Advanced training in leadership or process improvement.
• Ability to analyze operational data and improve performance.
• Experience leading teams through organizational changes.

Benefits

• Impactful work that protects customers against uncertainties.
• Opportunity to lead and develop a team.
• Engaging and inclusive team culture.
• Professional growth opportunities.