Customer Onboarding & Enablement Specialist

The Customer Onboarding & Enablement Specialist ensures a seamless experience for customers submitting statistical data.

This role blends customer support, readiness coordination, and process optimization.

The ideal candidate is detail-oriented, proactive, and committed to delivering exceptional service and scalable solutions.

Customer Onboarding & Support
• Lead onboarding and implementation of new customers, ensuring timely setup and smooth data submission processes.
• Provide responsive and knowledgeable support via phone, email, and virtual platforms (e.g., Microsoft Teams).
• Develop and maintain a comprehensive onboarding playbook that includes standardized workflows, checklists, FAQs, and troubleshooting guides to ensure consistency and scalability across customer engagements.
• Continuously refine onboarding documentation based on customer feedback, updates to the statistical plan, and internal process improvements.

Customer Relationship Management
• Build and maintain strong relationships with customers to drive satisfaction, retention, and growth.
• Act as a trusted resource, understanding customer needs and aligning solutions accordingly.
• Conduct business reviews and provide recommendations to improve customer experience and performance.

Cross-Functional Collaboration
• Serve as a liaison to internal teams responsible for delivering technical training and deeper education on the statistical plan.
• Ensure the onboarding playbook aligns with statistical plan requirements, customer needs, and operational goals through close coordination with relevant internal teams.
• Support the creation and distribution of reports for internal and executive stakeholders.

Process Improvement
• Identify and implement improvements to onboarding and data submission workflows.
• Use tracking and collaboration tools to manage and resolve customer issues efficiently.
• Perform high-level analysis of customer data to identify opportunities for improvement.
• Demonstrate comfort with reviewing customer contracts and interpreting data submission requirements to ensure alignment with onboarding processes.
• Promote operational excellence by reducing cycle time, rework, and inefficiencies.• Bachelor's degree and/or 5+ years of experience in customer onboarding, support, or implementation roles.
• Background in Property and Casualty Insurance a plus.
• Strong communication and presentation skills; able to engage effectively with stakeholders at all levels.
• Proficiency in Microsoft Excel and PowerPoint, and familiarity with SQL and data visualization tools/concepts.
• Self-starter with a proactive, solutions-oriented mindset and strong organizational skills.
• Willingness to travel up to 10% for customer visits and internal meetings.

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About Us
For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients...