New Account Onboarding Specialist

JOB DESCRIPTION

Job Summary

The New Account Onboarding Specialist is responsible for onboarding and managing newly acquired customers/accounts.

Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout the implementation process.


* Primary task is to ensure a smooth transition for new customers by completing welcome calls and helping them understand products/services, set up accounts, billing, and begin using the offerings.


* Build and maintain strong relationships with the new clients, addressing their needs and ensuring satisfaction through review & application of premium of the first bill.

Responsibilities


* Single source of contact for clients, brokers and external partners during the onboarding process.


* Partner with Implementation, Billing, Field, & Enrollment Services to ensure quality, timely enrollments.


* Demonstrate a solid knowledge of Combined's products, services including administration, billing, and technology platforms.


* Display an understanding of interdependencies/relationships with other internal partners.


* Participate in Pre-Sale and Implementation calls.


* Establish and build cohesive partnerships with internal and external customers.


* Deliver exceptional and timely customer service when addressing sales, underwriting, implementation, enrollment, and billing questions and issues.


* Steward enrollment, implementation, and service issues toward resolution in a timely and efficient manner.


* Responsible for service delivery up and thru first bill payment and reconciliation.

Competencies


* Problem Solving:Takes an organized and logical approach to thinking through problems and complex issues.Simplifies complexity by breaking down issues into manageable parts.Looks beyond the obvious to get at root causes.Develops insight into problems, issues and situation.


* Continuous Learning:Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise.Takes advantage of formal and informal developmental opportunities.Takes on challenging work assignments that lead to professional growth


* Initiative:Willingly does more than is required or expected in the job.Meets objectives on time with minimal supervision.Eager and willing to go the extra mile in terms of time and effort.

Is self-motivated and seizes opportunities to make a difference.


* Adaptability:Ability to re-direct personal efforts in response to changing circumstances.Is receptive to new ideas and new ways of doing things.Effectively prioritizes according to competing demands and shifting objectives.Can navigate through uncertainty and knows when to change course


* Results Orientation:Effectively executes on plans, drives for results and takes accountability for outcomes.Perseve...