Onboarding Consultant - Group Benefits (Baltimore or Philadelphia)

Principal Financial Services • Columbia, MD

246d • $31 - $43 • Remote

About The Position

Are you passionate about delivering outstanding customer experiences and driving business growth through strategic onboarding? Join our Benefits & Protection team as an Onboarding Consultant and help craft the first impression clients have of our organization. You'll act as a trusted advisor to internal and external partners while tailoring onboarding strategies that promote member engagement and long-term client success. The Onboarding Consultant plays a pivotal role in revenue growth by crafting and delivering a personalized onboarding experience. This includes recommending enrollment strategies, encouraging member participation, and fostering meaningful client connections. The role also supports internal and external partners with creative solutions, effective communication, and expert consultation.

Requirements

• Bachelors degree or 8 years of equivalent experience required.
• 3+ years of related experience in group benefits services, marketing or sales.
• Resident Life and Health appointment must be attained within 90 days of employment; must obtain and maintain all required non-resident licenses.
• Broad understanding of insurance operations, products, and marketing concepts.
• Strong organizational, time management, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to build and maintain effective relationships and motivate stakeholders.
• Self-directed with the ability to work independently.

Responsibilities

• Lead a consultative onboarding experience, delivering strategic insights to increase voluntary participation and improve premium growth.
• Collaborate with sales teams to understand client needs, strengthen broker and customer partnerships, and serve as a go-to resource throughout onboarding.
• Lead onboarding activities from kickoff to handoff, coordinating internally and externally to deliver a smooth, high-touch client experience.

Benefits

• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree