Onboarding Manager

Job Summary

A company is looking for a Manager, Onboarding Specialist (Remote).

Key Responsibilities

• Create and implement strategies to streamline onboarding processes for brokers and customers
• Develop and maintain comprehensive onboarding materials and resources
• Manage process optimization projects and act as a point of escalation for complex client queries

Qualifications/Education

• 5+ years of leadership experience in customer service, account management, or onboarding/implementation
• Extensive experience (5+ years) in customer service or contact center management
• Advanced training or certifications in leadership or process improvement preferred
• Demonstrated ability to analyze operational data and implement performance improvement strategies
• Strong preference for candidates with experience in leading teams through organizational changes and knowledge of insurance regulations