Client Onboarding Manager - Insurance

Luma Financial Technologies•Cincinnati, OH

2d•Onsite

About The Position

Luma is seeking a Client Onboarding Manager with deep knowledge of the Annuity and Life Insurance industry to lead the implementation and onboarding process for new distributor clients onto Luma’s advisor-facing platform. In this role, you will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding experience that sets the foundation for long-term client success.

Requirements

5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
Strong understanding of the annuity and life insurance sales process, product types, and advisor workflows.
Exceptional client-facing skills with the ability to manage complex relationships and multiple stakeholders.
Excellent communication and organizational skills, with an ability to manage competing priorities.
Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).
Ability to travel occasionally to client sites or industry events.

Nice To Haves

Project management or implementation experience in a SaaS or fintech environment strongly preferred.

Responsibilities

Lead end-to-end onboarding for new Annuity and Life Insurance clients, managing timelines, deliverables, and expectations across all stakeholders.
Develop and manage detailed project plans, onboarding documentation, and status reports tailored to each client’s structure and distribution model.
Coordinate cross-functional teams including Product, Engineering, and Operations to ensure platform configuration aligns with client requirements.
Proactively identify risks, remove obstacles, and escalate issues when necessary to ensure project success.
Transition clients post-onboarding to the relationship management and client success teams for long-term support.
Conduct platform demos, trainings, and workshops to educate client stakeholders across home office teams, operations, marketing, and financial advisors on platform capabilities and workflows.
Serve as a subject matter expert on annuity and life insurance advisor workflows to guide client adoption and platform usage.
Provide recommendations on best practices for configuration, workflow setup, and integration based on industry knowledge and client goals.
Ensure accurate setup of product configurations, marketing content, and in-force policy integrations where applicable.
Collaborate with internal technical teams to validate implementation requirements and support successful delivery.
Maintain a high level of detail and quality control across all onboarding components.