Onboarding Specialist - Phoenix, AZ
3 days ago
Job description
About This Role
New Client Onboarding Associate 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
- Be responsible for on-time, high-quality onboarding completion and strong initial client relationships
- Directly impact 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
- Wants their work to have real-world impact
What You'll Do
In this role, you will:
- 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
A strong performer in this role is known for:
- Running onboarding projects that are on-time, organized, and clear
- Communicating proactively and building trust with clients and brokers
- Consistently delivering smooth transitions from onboarding to ongoing client success
How Success Is Measured
Success in this role is measured by:
- On-time completion of onboarding projects
- Maximized employee and dependent enrollment during onboarding
- Client satisfaction among key client and broker stakeholders
- Member satisfaction, measured through NPS and issue resolution outcomes
What We're Looking For
We're looking for someone who:
- Brings relevant experience in customer service, professional services and/or customer onboarding (+5 years)
- Brings experience in account management or client success (+2 years)
- Communicates clearly and with empathy (strong verbal and written communication skills)
- Enjoys simplifying 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)
Healthcare experience, licensing, or certifications: Preferred (Health Insurance License preferred)
Education: High School Diploma or GED required; BA/B.Sc. preferred
Why Join Redirect Health
What "Free Healthcare" Actually Means
When we say free, we mean $0 out of your paycheck and $0 when you need care:
- $0 monthly premiums
- $0 to add your spouse or children
- $0 deductibles (we reimburse them)
- $0 out-of-pocket maximums
This benefit alone can save families tens of thousands of dollars.
What You'll Earn
- Salary range: $50,000-$70,000 per year
- Bonus or incentive opportunities: Up to fifteen-thousand dollars per year
- FREE healthcare for you and your entire family
- Dental & Vision insurance
- Paid time off & sick time
- 401(k) access
- A mission-driven team that believes in doing the right thing
Ready to Make a Difference?
If you're looking for more than just a job—and want to help reshape how healthcare works for families—we'd love to hear from you.
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