Centro Benefits ResearchRemote
Onboarding Specialist
United States
Full Time
2 weeks ago
$70,000 - $80,000 USD
H1B Sponsor
Key skills
SalesforceCommunicationSales
About this role
Role Overview
- Support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for new broker partners
- Manage internal, carrier, and broker facing communications, follow ups, and data checking
- Work closely with the Regional Sales Consultants, data analyst and finance analyst
- Coordinate data collection throughout onboarding process
- Ensure all steps and process flows are documented internally
- Communicate with all internal teams
- Prepare for cross functional team meetings
Requirements
- Strong verbal written communication skills
- Attention to detail
- Ability to move easily from one task to another
- Very strong organization skills
- Ability to work in an unstructured environment and still meet deadlines
- Ability to maintain confidentiality
- Bachelors degree
- Microsoft office experience, including Excel
- Experience in insurance is preferred, not required
- Ability to work ‘normal’ business hours
- SalesForce experience preferred, not required
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts