Client Onboarding​/Implementation Specialist; Hybrid

We are hiring an Implementation Specialist to support the onboarding of new and existing client accounts and help drive a smooth transition from sale to service. This is a detail-heavy, process-driven role for someone who enjoys coordinating across teams, keeping systems accurate, and ensuring partners stay on track.

• Work Arrangement:
  
  Hybrid with Tuesdays and Wednesdays being onsite in Hingham MA
• Schedule:
  
  Monday
  -Friday 8:30am
  -4:30pm
• Type:
  Contract through May 2027with opportunity to extend
• Pay Rate:$46/hour

• Own the implementation workflow from kickoff through handoff to the service team
• Serve as a key coordination hub across internal teams, brokers, and external partners
• Make a direct impact on the client onboarding experience through organization and follow-through

• Own end to end implementation and onboarding for new and existing accounts from kickoff through transition to the service team
• Partner with brokers and internal teams to confirm sold plan details including plans rates group structure riders commissions and spending accounts
• Coordinate implementation meetings and calls including third party vendors and enrollment partners
• Maintain accurate account setup across internal systems including assigning account and group numbers and verifying configuration
• Update and manage all implementation records and documentation in Salesforce including required forms agreements attachments amendments signatures and final distribution
• Drive post go live steps including cancelling old group numbers coordinating  release and sending the formal transition communication about 30 days after the effective date

• At least 2 years of experience in client onboarding, implementation, or account management
• CRM proficiency, ideally Salesforce
• Comfortable navigating multiple systems and asking clarifying questions when needed

• Experience in insurance, healthcare, benefits, or enrollment environments
• Familiarity with group plans, riders, enrollment processes, underwriting, or contract workflows