Client Onboarding Manager Full-time

Boon - Austin, TX
$55,000 USD/Annually
401K, Dental Insurance, Life Insurance, Medical Insurance, Vision Insurance

Client Onboarding Manager

Industry Leader in Benefit Solutions, Boon, is Seeking a Client Onboarding Manager!

 

Role Type: Full-time with benefits

Compensation:  $50,000-$55,000 annually depending on experience

Location: 6300 Bridge Point Pkwy Bldg. 3, Ste. 200, Austin, TX 78730. Hybrid onsite/remote schedule of 3 days in-office starting September 7th, 2021.

 

Boon offers Excellent Benefits, including:

  • Competitive pay 
  • Full benefits: medical, dental, vision
  • 401k with match
  • 15+ days starting PTO/vacation time
  • 16 days holiday pay
  • Career advancement opportunities
  • We care: We're all about culture and creating a positive environment that cares

 

Client Onboarding Manager Role:

The Client Onboarding Manager works closely with clients, brokers, external vendors, and most departments at Boon and is responsible for managing project timeline, gaining granular understanding of a new client’s business needs, establishing and documenting processes to support those needs, and ultimately the successful onboarding of newly sold cases.

 

Client Onboarding Manager Qualifications: 

  • Bachelor’s degree, preferred
  • College degree can be substituted with 2 years of experience in benefits administration or employee benefits experience
  • Previous experience in project management, preferred

 

Client Onboarding Manager Licenses/Certifications:

  • Group 1 insurance license preferred; must be eligible for licensing within first 90 days of employment

 

Client Onboarding Manager Physical Demands:

  • Ability to sit for extended periods
  • Repetitive motions
  • Little physical effort required

 

The Right Person for the Job has:

  • Service-oriented individual with strong communication skills (written, verbal, and listening)
  • Attention to detail with excellent organizational and time management skills
  • Ability to adapt to changes in project scope and varying deliverables
  • Ability to explain and understand complex business concepts
  • Ability to work under pressure and meet deadlines
  • Resourceful can-do attitude with creative problem-solving ability
  • Consultative approach with a solutions-oriented mindset
  • Strong knowledge of Microsoft Office Suite and intermediate experience in the use of Microsoft Excel; CRM Software such as Salesforce is a plus
  • General knowledge of employee benefit plans

 

Client Onboarding Manager Day-to-Day: 

  • Serves as primary point of contact and advocate for new clients during the implementation phase
  • Ensures project timeline is adhered to and deliverables are met on schedule
  • Sets and resets expectations with internal and external stakeholders
  • Facilitates and hosts internal and external conference calls with clients, brokers, and vendors
  • Establishes and documents client’s business rules in support of client’s business objectives
  • Facilitates set-up of new clients with various vendors and internally in Boon’s proprietary systems
  • Tracks tasks, identifies opportunities, anticipates potential obstacles, and finds solutions
  • Formulates and communicates plan of action and resolution for all escalated deliverables
  • Supports and collaborates with Sales and Client Relations Departments, including occasional travel
  • Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations
  • Performs other duties as assigned

 

About Boon:

As an industry innovator with 35+ years of experience, at Boon, we specialize in designing innovative fringe benefit solutions to meet the unique needs of government contractors. Our “3 Cs” approach to benefits for government contractors, allow us to create products that are compliant, cost-effective, and, above all, competitive.

Boon supports independent agents, insurance brokers, and consultants to better serve your clients with government contracts. We act as a third-party administrator (TPA), wholesaler, and subject matter expert for thousands of insurance consultants who do business with us today. We take great value in nurturing and building this network to meet the needs of new prospects and continue to deliver to existing clients, as a cornerstone of our partnership philosophy. 

  • Job Type: Full-time
  • Compensation: $55,000 USD
  • Pay Frequency: Annually

Benefits

  • 401K
  • Dental Insurance
  • Life Insurance
  • Medical Insurance
  • Vision Insurance