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Customer Onboarding Specialist - Associate

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

1 year of relevant experience in banking, financial services, or insurance., Strong communication skills for interacting with clients and internal teams., Ability to manage multiple tasks and coordinate implementation activities., Familiarity with software administration systems for configuring business rates and plans..

Key responsabilities:

  • Set up, onboard, and administer new and renewal employer group customers.
  • Coordinate implementation activities and run meetings with employer groups.
  • Respond to customer inquiries and perform daily billing and collection tasks.
  • Monitor software performance and participate in testing new enhancements.

Figo Pet Insurance logo
Figo Pet Insurance Insurance Startup https://figopetinsurance.com/
11 - 50 Employees
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Job description

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

 

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

Job Summary:

PetPartners Inc. is seeking a Customer Onboarding Specialist- Associate who will report to the Manager, Operations Business Processes. The Customer Onboarding Specialist- Associate is responsible for set-up, enrollment, and eligibility administration.

Job Location: Remote- USA                       

Main Responsibilities: 

  • Performs tasks required to set-up, onboard, and administration of new and renewal employer group customers.
  • Coordinates implementation activities.
  • Interacts with internal and external contacts, including but not limited to, technology vendors, insurance producers, benefits administrators, and payroll companies.
  • Performs basic daily billing and collection tasks.
  • Schedules, hosts, and runs implementation meetings with employer groups and partners.
  • Responds to customer questions and inquiries.
  • Configures new and renewal business rates, benefit plan designs, and commission percentages, within thecompany’s software administration system.
  • Monitors performance and overall functionality of the company’s software administration system and participates in the testing and roll-out of new enhancements
  • Performs other duties and responsibilities as assigned.

Basic Qualifications: 

  • 1 year relevant experience and/or banking, financial services, or insurance experience
  • Only US residents will be considered for this role

Expected Hours of Work:

  • This is a full-time position: Days and hours to be determined by needs of business.  Hours to be determined between employee and director

#li-Remote

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

  • Comprehensive full medical, dental and vision Insurance
  • Basic Life Insurance at no cost to the employee
  • Company paid short-term and long-term disability
  • 12 weeks of 100% paid Parental Leave
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSA)
  • Retirement savings plan
  • Personal Paid Time Off
  • Paid holidays and company-wide Wellness Day off
  • Paid time off to volunteer at nonprofit organizations
  • Pet friendly office environment
  • Commuter Benefits
  • Group Pet Insurance
  • On the job training and skills development
  • Employee Assistance Program (EAP)

Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Communication
  • Problem Solving

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