Onboarding Specialist

Insurance Lines Onboarding Specialist



The Onboarding Specialist engages with members to identify solutions and define and deliver customized onboarding services to ensure efficient implementation of AAIS products and services and on-going success of members.


Job Responsibilities:

  • Use project management and consultative approach to identify solutions for members.
  • Define and deliver customized onboarding services to ensure efficient implementation of AAIS products and services.
  • Develop Statement(s) of Work (SOW) that reflect onboarding requirements and timelines.
  • Deliver product onboarding materials and coordinate custom services to ensure all promised deliverables are provided in accordance with the SOW.
  • Coordinate internal activities with Product, Actuarial, Legal, GLC-Filings, and other AAIS resources involved in custom work deliverables.
  • Create filing materials and Product Development Requests (PDRs) for initial adoption and custom filings.
  • Proficient in using SERFF including ability to interpret rules and regulations outlines in SERFF.
  • Prepare, submit, monitor, and manage initial adoption and custom filings in SERFF.
  • Ownership of internal and external communication and status updates.
  • Maintain strong relationships with members and conduct appropriate follow-ups to confirm implementation.
  • Document and manage all onboarding activities in AAIS project management and customer relationship management tools.
  • Develop, maintain, and enhance AAIS product onboarding materials.
  • Create and conduct member training for AAIS tools and applications such as AAISdirect.
  • Identify continuous improvement opportunities.


Skills, Knowledge and Abilities:

  • Customer focused with consultative engagement skills
  • Excellent listening skills
  • Excellent verbal and written communication skills
  • Strong planning, organizational, problem solving, and decision-making skills
  • Ability to manage a project to deliver stated results on time
  • Attention to detail with the ability to manage multiple priorities at once
  • Knowledge of property and casualty insurance products and related legal and regulatory framework.
  • Proficient in the MS Office (Microsoft Word and PowerPoint) and SERFF.
  • Intermediate knowledge of Excel
  • Ability to work efficiently and effectively in a remote work environment using collaborative tools such as CA Agile Central, Zoom, Confluence, and HubSpot.



  • Bachelor’s Degree. CPCU (Chartered Property Casualty Underwriter) or other insurance designations or insurance course work desirable.
  • Three to five years relevant work experience (client onboarding, customer success, product development, business analysis, or project management).


Resumes to: