Insurance Lines Onboarding Specialist

Purpose:

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.

Requirements:

• 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: 
karens@aaisonline.com