Responsible for leading and executing the end-to-end onboarding of new customers
Serving as the primary point of accountability from Mark as Sold through successful completion
Ensure a smooth, accurate, and timely implementation by applying in-depth knowledge of products
Manage implementation requirements, coordinate tasks across internal teams, and proactively resolve issues
Provide consultative guidance to Plan Administrators
Manage milestones and dependencies to meet onboarding deliverables
Ensure accurate systems coding
Identify potential issues and develop solutions
Ensure setup of data connection solutions and troubleshoot issues
Contribute to the development of new tools and process mapping
Achieves high customer satisfaction during customer acquisition
Provide mentoring and subject matter support to teammates

Bachelor’s degree preferred or equivalent, relevant business experiences
4+ years of experience in Customer Services, Employee Benefits, HR administration, or related IT Development
Demonstrated proficiency in the core elements of the Onboarding Experience Specialist role for career path progression
Ability to plan, negotiate, organize, and influence internal and external resources
Proven Leadership and consultation skills.
Proven project management skills
Excellent interpersonal, verbal, and written communication skills
Knowledge of functional systems within Unum and corresponding business applications
Experience in successfully managing concurrent projects and managing multiple resources
Demonstrates initiative – proactive, assumes responsibility and is self-motivated
Ability to embrace and lead change to improve process, efficiency, and service
Supports a culture that is externally focused
Ability to analyze problems and develop and execute creative, customer-focused solutions
Ability to be flexible with work schedule to ensure overall business needs are met

Onboarding Experience Consultant – HR Connect, KCO

Key skills