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Posted Jun 8, 2026

Client Experience & Onboarding Specialist

Job Description: • Monitor and respond to emails from the main support inbox, providing clear and professional communication to agent inquiries. • Assist agents with questions related to health insurance carriers, contracting processes, certification requirements, and RTS status. • Triage and forward emails to the appropriate Onboarding Specialist based on carrier type or inquiry topic. • Answer incoming phone calls and provide real-time support to agents with similar questions or concerns. • Maintain up-to-date knowledge of carrier guidelines, RTS requirements, and internal onboarding processes. • Document interactions and track common issues to support team improvement and efficiency. • Collaborate with onboarding specialists and other internal departments to ensure accurate and consistent information is provided to agents. • Identify urgent issues and escalate appropriately to ensure timely resolution. • Maintain confidentiality and data integrity in line with company policies and data protection regulations. Requirements: • A High School diploma or the equivalent plus two years of industry experience. • Customer service mindset with strong communication skills, both written and oral. • Ability to learn and follow procedures independently and consistently. • Excellent organizational and time management skills, with the ability to multi-task. • Comfortable navigating email systems, CRM tools, and internal tracking systems. • Ability to manage multiple tasks and prioritize effectively under time-sensitive conditions. • Ability to navigate a variety of websites and internal systems with ease. • Ability and willingness to work collaboratively across teams. • Self-motivated with the ability to manage multiple priorities in a dynamic environment. Benefits: • Medical/Dental/Vision Insurance • 401(k) Retirement Plan • Paid Holidays • PTO • Community Service PTO • FSA/HSA • Life Insurance • Short-Term and Long-Term Disability