- Acting as the primary client-facing point of contact throughout the Onboarding process, ensuring all inquiries and concerns are addressed promptly and professionally.
- Leading the open enrollment process: from planning and implementation to oversight, ensuring a seamless transition for clients onto our platforms.
- Understanding different insurance carriers and integrating clients' payroll systems to streamline the benefits administration process, highlighting our capability as a full-service healthcare brokerage.
- Guiding clients through the onboarding process, which includes collecting necessary documentation, setting up their accounts on our Benefits Administration software, and ensuring all client information remains current and compliant.
- Working closely with the sales team and the account management team to ensure a smooth journey from the initial sale to full account management transition, emphasizing our commitment to a comprehensive service approach.
- Managing work within tight timelines to ensure all client benefits are effective prior to the renewal date, demonstrating exceptional time management and organizational skills.
- Providing detailed explanations and training to clients on how to use our technology platforms for a seamless benefits administration experience.
- Collaborating with other departments as necessary to ensure all client needs are met and to optimize the client experience, ensuring that Pinecrest Consulting stands out as a leader in healthcare brokerage and benefits administration.
- Conducting periodic reviews with clients to ensure satisfaction and identify areas for potential expansion or further support, reinforcing our dedication to ongoing client engagement and success.
- 3+ years of Insurance and Employee Benefits experience
- Strong knowledge of benefits administration, insurance policies, and associated technologies, particularly those relevant to healthcare and employee benefits.
- Ability to work independently and as part of a team, managing multiple tasks and meeting tight deadlines.
- Strong organizational skills and attention to detail.
- Advanced computer skills and proficiency in relevant software, especially Benefits Administration platforms.
- A team player with a commitment to fostering a positive work environment.
- Possessing an insurance license is highly encouraged.
- Be part of a community-oriented culture that values each employee's contribution.
- Opportunities for professional growth and development in a dynamic industry.
- Competitive compensation and a robust benefits package.
- Work in a company recognized for its exceptional workplace environment.
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Onboarding Specialist - Dallas, United States - Pinecrest Consulting
Description
About Pinecrest Consulting:
At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #7 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. As a full-service healthcare brokerage, we specialize in managing and administering comprehensive employee benefits. We are seeking an exceptional Onboarding Specialist with Insurance and Employee Benefits experience to join our team. If you are a master at multitasking, client communication, and problem-solving, we invite you to apply for this role.
As an Onboarding Specialist at Pinecrest Consulting, your primary role is to establish strong relationships with clients and become their main point of contact throughout their onboarding journey to our insurance brokerage services. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to ensure proficiency in Pinecrests service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive.
What You'll Do:
As an Onboarding Specialist, you will be instrumental in onboarding new clients to Pinecrest Consulting. Your key responsibilities will include:
What We're Looking For:
Why Join Pinecrest Consulting?
Apply Now:
If you're passionate about client relations and looking for a rewarding career in a top-rated company, especially within the full-service healthcare brokerage space, we would love to hear from you Click 'Apply' to submit your resume and cover letter.
Onboarding Specialist professionals in Dallas
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Michael Ortega
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Aliya Zafar
Onboarding Specialist