Onboarding Specialist
Onboarding Specialist
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