Decisely · 1 day ago

Client Onboarding Specialist

Alpharetta, GA

Full-time

Remote

Entry Level

$28/hr - $31/hr

2+ years exp

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Responsibilities

Assist with leading assigned clients through the onboarding process, managing timelines, milestones, and clear communication.

Guide clients and their employees through the open enrollment process, including eligibility verification, plan selection, and deadline reminders.

Facilitate the completion and submission of carrier setup paperwork, ensuring accuracy and timely processing.

Conduct training sessions for clients and their employees, empowering them to use the Decisely platform, understand plan details, and maximize its features.

Proactively identify and address client concerns or roadblocks, escalating complex issues to the appropriate team members.

Maintain accurate and up-to-date client onboarding notes and plan documents along with documenting processes for continuous improvement.

Stay informed about Decisely's platform updates, industry trends, and best practices to enhance client onboarding experiences.

Maintain open and consistent communication with clients, internal teams (sales, implementation, account management), and carriers throughout the onboarding journey. Ensure clients have a smooth transition over to the account management team.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client onboardingOpen enrollment supportProject managementHealth benefits administrationAgency management systemsWelfare benefit plansMicrosoft OfficeClient managementERISA complianceCOBRA complianceHIPAA complianceACA legislationHealth Insurance License

Required

2+ years of experience in client onboarding, implementation, benefits account management, or benefits administration.

High school diploma required.

Excellent client service and relationship-building skills.

Ability to work in a fast-paced, innovative environment and manage multiple commitments simultaneously.

Strong attention to detail, organizational, and time management abilities.

Excellent written and oral communication skills and attention to detail.

Strong understanding of health benefits administration and open enrollment processes.

Demonstrated experience with agency management systems, reviewing plan designs, and understanding employee benefits guidelines.

Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include but not limited to Excel, Outlook, Word, PowerPoint, Publisher & Excel as well as all other required systems to maintain and manage job responsibilities.

High-level of interpersonal skills to handle sensitive and confidential information.

Good presentation skills and ability to explain complex information with confidence and in a way that makes it easy for clients to understand.