Onboarding Specialist

POSITION SUMMARY

The Onboarding Specialist is an integral member of the team. This position represents the energy and drive to consistently increase the company’s pool of professional insurance agents. This employee maintains responsibility for recruiting partners, coordinating event attendance, and providing support to the company's partners, agents, and customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

● Maximizes potential from outbound phone calls on a daily basis; initiates contact with potential independent insurance agents, medical groups, and business personnel.

● Accountable for initiating contact, creating interest, presenting an opportunity, and accurately requesting contracts on behalf of prospective agents.

● Responsible for setting appointments, registering agents for attendance events/training, and building a pipeline of potential partnerships.

● Supports company events and training by reaching out to candidates to fill attendance goals.

● Assists the Contracting department in reaching call metric goals, making follow up contact on outstanding contract issues, and agent acquisition.

● Portrays a positive company image and engaging in professional and friendly communications by actively listening to customer needs and inquiries to determine appropriate service actions

● Participates in continued training for Career Development and advancement within the company.

● Perform other duties as assigned

TEAM LEAD (IF APPLICABLE) ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

● Conducts Quality Assurance by monitoring outbound phone calls on a daily basis; reviews calls for procedural accuracy, quality control, and call outcomes.

● Coordinates campaigns; from script development, call list distribution, campaign execution, and result reporting

● Provides training, guidance and mentoring for team members that are new to the producer onboarding department or for those that need re-training

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

● High school diploma or general education degree (GED)

● 2-3 years of experience in an Outbound Call Center environment

● Excellent customer relationship skills

● Ability to multi-task

● Ability to work in a team environment and take direction from management and supervisors

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Job Type: Full-time

Pay: $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Richardson, TX 75080: Relocate before starting work (Required)

Work Location: In person