Onboarding Specialist - Remote

Centro

8d•$70,000 - $80,000•Remote

About The Position

Onboarding Specialist Role The Onboarding Specialist will support the Director of Onboarding in the process of ensuring successful onboarding and broker portal activation for our new broker partners. This role will report to the Director of Onboarding and will work closely with the Regional Sales Consultants, data analyst and finance analyst. The Onboarding Specialist will be a vital part of the relationship between the organization, consultant, and new broker partners.

Requirements

Strong verbal written communication skills
Attention to detail
Ability to move easily from one task to another
Very strong organization skills
Ability to work in an unstructured environment and still meet deadlines
Ability to maintain confidentiality
Bachelors degree
Microsoft office experience, including Excel
Ability to work ‘normal’ business hours

Nice To Haves

Experience in insurance is preferred, not required
SalesForce experience preferred, not required

Responsibilities

Working with Director of Onboarding to move new clients through the onboarding process while managing all internal, carrier, and broker facing communications, follow ups, and data checking with attention to broker experience and revenue tracking
Working with sales consultants relative to sales pipeline
Work closely with carrier partners throughout onboarding process
Manage data collection throughout onboarding process
Provide updates to brokers as directed by consultant
Ensure all steps and process flows are documented internally throughout process
Communicate as needed with all internal teams, including but not limited to consultant, analyst, and data and finance analysts
Coordinate and prepare for cross functional team meetings