Client Onboarding Specialist
About The Position
The New Client Onboarding Specialist exists to ensure new clients are successfully onboarded to Redirect Health so they understand how our model works, feel confident from day one, and are set up for long-term success. In this role, you will serve new clients, brokers, and internal Customer Success and care teams. You will be responsible for on-time, high-quality onboarding completion and strong initial client relationships. This role directly impacts how smoothly clients transition into Redirect Health and how well employees and families adopt and use their healthcare benefits. This is a hands-on role for someone who enjoys project management, client communication, and problem-solving, takes ownership and follows through, and wants their work to have real-world impact.
Requirements
- Relevant experience in customer service, professional services and/or customer onboarding (+5 years)
- Experience in account management or client success (+2 years)
- Clear and empathetic communication (strong verbal and written communication skills)
- Ability to simplify complex problems (proven analytical and project management skills)
- Works well across teams and roles (friendly, self-motivated team player who thrives on supporting others)
- Cares deeply about helping people (passion for healthcare and client service, self-starter with a results-oriented mindset)
- High School Diploma or GED required
Nice To Haves
- Healthcare experience, licensing, or certifications (Health Insurance License preferred)
- BA/B.Sc. preferred
Responsibilities
- Own end-to-end onboarding projects for new clients, including timelines, tasks, communication, and completion.
- Support clients and members by educating them on how Redirect Health works and how to navigate their benefits.
- Collaborate with Healthcare Consultants, AR Specialists, Brokers, Care Logistics, Claims, and Member Success teams.
- Improve onboarding efficiency, enrollment outcomes, and the overall new client experience.
- Advocate for new clients and their employees by representing their needs and feedback across Redirect Health teams.
Benefits
- No monthly premiums
- No cost to add your spouse or children
- No deductibles (we reimburse them)
- No out-of-pocket maximums
- FREE healthcare for you and your entire family
- Dental & Vision insurance
- Paid time off & sick time
- 401(k) access
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
