Client Onboarding Specialist (Employee Benefits)-Life Health Licensed

Decisely•Alpharetta, GA

2h•Remote

About The Position

As a Client Onboarding Specialist (COS) at Decisely, you will serve as the first point of contact and a trusted partner for new clients in the employee benefits space. You will lead them through a smooth onboarding process, equipping them with the knowledge and tools to confidently use the Decisely insurtech platform. This role is critical in ensuring successful initial implementation, platform adoption, and preparation for long-term client success.

Requirements

Bachelor’s degree in a related field.
5+ years of project management and client success experience.
Life & Health Insurance License required.
Experience managing direct reports and cross-functional teams.
Proficiency in project management tools (Jira, SmartSheet, BaseCamp).
Strong working knowledge of Microsoft Office Suite.
Knowledge of employee benefits and compliance (ERISA, COBRA, HIPAA, ACA) is a plus.
Strong leadership and coaching ability.
Proven experience in balancing Agile and traditional project management methods.
Excellent communication and interpersonal skills.
High attention to detail and strong organizational skills.
Ability to manage multiple projects in a fast-paced, client-focused environment.

Nice To Haves

Project Management certification preferred (PMP, CAPM).

Responsibilities

Lead and manage the end-to-end onboarding of newly acquired clients.
Create and execute detailed onboarding plans, ensuring milestones are tracked and met.
Serve as the primary point of contact during onboarding, delivering status updates and action items.
Guide clients and their employees through the open enrollment process.
Ensure all eligibility data is accurate and complete.
Provide reminders and tracking for benefit selections and key deadlines.
Coordinate the accurate and timely completion of carrier and vendor setup forms.
Liaise with carriers to ensure prompt integration and approvals.
Conduct onboarding and training sessions (live or recorded) for HR teams and employees.
Provide guidance on navigation, enrollment workflows, and reporting features.
Identify and troubleshoot onboarding issues proactively.
Serve as a liaison between internal departments (technical, benefits, operations) to resolve escalated concerns.
Maintain detailed onboarding notes, client documents, and plan data.
Contribute to process documentation and SOP updates for continuous onboarding improvements.
Stay up-to-date with Decisely platform updates and insurtech industry developments.
Suggest and implement improvements to enhance onboarding success rates.
Coordinate closely with Sales, Implementation, and Account Management teams.
Ensure a timely and smooth handoff to long-term Account Managers post-onboarding.