Analyze client-specific requirements to develop tailored solutions that drive customer satisfaction and operational efficiency
Act as a dedicated point of contact for high-profile clients, ensuring their unique needs and expectations are consistently met
Manage onboarding and administration for large to jumbo case sizes, ensuring accurate and timely execution of tasks
Review, analyze, and make decisions regarding qualified life events and eligibility updates for complex client portfolios, ensuring compliance with company policies
Coordinate and oversee implementation activities, ensuring seamless delivery for clients with diverse and complex needs
Lead and facilitate implementation meetings with employer groups, partners, and stakeholders, driving actionable outcomes for large-scale and high-value accounts
Independently review, analyze, and resolve client-specific challenges within established escalation and approval processes
Monitor system performance and participate in testing and rollout of enhancements
Identify and implement process improvements to maximize efficiency, productivity, and customer satisfaction
Perform additional duties as assigned

Associate’s or Bachelor’s degree in Insurance, Business, or related field preferred
3-5 years of experience in insurance operations, banking, or a related field
Basic understanding of insurance operations and administrative processes
Exposure to file feed transmissions (EDI, eligibility files) preferred
Strong organizational skills with the ability to manage multiple tasks
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Strong written and verbal communication skills.

Key Account Onboarding Specialist

Key skills