Client Onboarding Specialist Health Licensed

CLIENT ONBOARDING SPECIALISTS (must be Life, Health, Accident/Sickness licensed)

Hello Client Success Managers:
We’re hosting an exclusive Virtual Coffee Chat and would love to meet you!

This is a relaxed, engaging opportunity to connect with us, learn more about the role, and explore what makes our culture special. If you’re interested in joining the conversation, simply apply — invitations will be extended to selected candidates.

We can’t wait to connect with talented professionals who are ready to make an impact.

As a Client Onboarding Specialist (COS) at Decisely, you will serve as the first point of contact and a trusted partner for new clients in the employee benefits space. You will lead them through a smooth onboarding process, equipping them with the knowledge and tools to confidently use the Decisely insurtech platform. This role is critical in ensuring successful initial implementation, platform adoption, and preparation for long-term client success.

• Lead and manage the end-to-end onboarding of newly acquired clients.
• Create and execute detailed onboarding plans, ensuring milestones are tracked and met.
• Serve as the primary point of contact during onboarding, delivering status updates and action items.

• Guide clients and their employees through the open enrollment process.
• Ensure all eligibility data is accurate and complete.
• Provide reminders and tracking for benefit selections and key deadlines.

• Coordinate the accurate and timely completion of carrier and vendor setup forms.
• Liaise with carriers to ensure prompt integration and approvals.

• Conduct onboarding and training sessions (live or recorded) for HR teams and employees.
• Provide guidance on navigation, enrollment workflows, and reporting features.

• Identify and troubleshoot onboarding issues proactively.
• Serve as a liaison between internal departments (technical, benefits, operations) to resolve escalated concerns.

• Maintain detailed onboarding notes, client documents, and plan data.
• Contribute to process documentation and SOP updates for continuous onboarding improvements.

• Stay up-to-date with Decisely platform updates and insurtech industry developments.
• Suggest and implement improvements to enhance onboarding success rates.

• Coordinate closely with Sales, Implementation, and Account Management teams.
• Ensure a timely and smooth handoff to long-term Account Managers post-onboarding.

Client-Centric Mindset – Builds trust and rapport whilst advocating for client success!

Technical Aptitude – Comfortable using cloud platforms, HRIS/benefits tech, and digital tools.

Project Management – Highly organized wit the ability to manage multiple onboarding timelines.

Communication Skills – Clear, professional, and proactive in verbal and written communication skills.

Problem Solving – Anticipates and resolved challenges creatively and effectively.

Attention to Details - Ensures accuracy in documentation, setup, and client data.

Team Collaboration – Works cross-functionally with sales, product, and account teams.

Adaptability – Embraces platform changes, process evolution, and fast-paced environments.

• Bachelor’s degree in a related field.
• 5+ years of project management and client success experience.
• Life & Health Insurance License required.
• Experience managing direct reports and cross-functional teams.
• Project Management certification preferred (PMP, CAPM).
• Proficiency in project management tools (Jira, Smart Sheet, Base Camp).
• Strong working knowledge of Microsoft Office Suite.
• Knowledge of employee benefits and compliance (ERISA, COBRA, HIPAA, ACA) is a plus.
• Strong leadership and coaching ability.
• Proven experience in balancing Agile and traditional project management methods.
• Excellent communication and interpersonal skills.
• High attention to detail and strong organizational skills.
• Ability to manage multiple projects in a fast-paced,…