Group Onboarding and Broker Relations Special
About The Position
The Group Onboarding and Broker Relations Specialist coordinates onboarding and setup for new Worksite group life and health insurance business, from initial setup through enrollment and transition to ongoing service. The role connects Sales, Client Success, Operations, Finance, brokers, agents, benefit administrators, and other external partners to support a smooth client launch. It also supports agents with questions, system access, and portal training, and contributes to workflow improvement, quality control, reporting, and audits. The position is based in Alexandria, Virginia, or Lincoln, Nebraska, with a flexible hybrid schedule of three days in the office and up to two days working remotely each week. Travel for client or broker meetings may be required up to twice monthly.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 3 years of experience in financial services group operations, insurance account management, insurance agency administration, or a related field.
- Strong organizational, communication, customer service, and problem-solving skills.
- Ability to manage multiple priorities and work effectively across teams.
- Comfort working with multiple onboarding and administrative systems.
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
- A proactive, solutions-focused approach and a commitment to delivering an excellent client experience.
Responsibilities
- Coordinate onboarding and setup of new Worksite group business.
- Partner with Sales, Client Success, and Sales Enablement to prepare groups for enrollment.
- Work with benefit administrators and third parties to establish billing, remittance, and group setup requirements.
- Ensure required group paperwork and agent contracting are completed before enrollment.
- Troubleshoot onboarding, billing, and system setup issues with internal teams.
- Support agents with questions, system access, and online portal training.
- Identify opportunities to improve workflows, training, and overall onboarding efficiency.
- Participate in quality-control reviews, reporting, and audits.
- Attend client or broker meetings as needed, with travel up to twice monthly.
Benefits
- Health insurance, including medical, dental, and vision
- Flexible spending accounts for medical and dependent care
- 401(k) plan with employer match
- Paid time off
- 12 paid holidays
- Life insurance
- Short- and long-term disability insurance
- Employee assistance program
- Professional development and tuition reimbursement
- Career growth opportunities
- On-site gym and locker rooms at the Alexandria, Virginia office
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
