Customer Onboarding Specialist

A company is looking for a Customer Onboarding Specialist I to manage the onboarding process for new Employee Benefits customers.

Key Responsibilities

Gathering and submitting sold case information via Salesforce, forms, email, and phone

Partnering with internal teams to ensure accuracy and resolve outstanding questions

Leading group installation and transitioning to Account Specialist

Required Qualifications

Bachelor's degree strongly preferred, High School Diploma or equivalent required

Minimum 3 years of group insurance experience in account management

Preferred background in project management, benefits administration, or customer service

Direct customer-facing experience in employee benefits is required

Experience with Salesforce or similar CRM tools is preferred