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Onboarding Coordinator

1 month ago

Pembroke Pines, United States Vaco Remote Work Freelance Full time

Vaco is hiring for an Onboarding Coordinator located in San Diego, CA. This will be a hybrid work schedule.

Job Summary:
The Onboarding Coordinator is responsible for coordinating client onboarding. This person will assist a team of people to ensure contracts are aligned with regulatory requirements while mitigating Company risk. Additionally, this person will be working interdepartmentally to ensure smooth onboarding of Client Partners as well as onboarding of protection plans
for clients.
Principal Duties and Responsibilities:

  • Assist implementation functions for EA North America Travel Insurance line of business.
  • Work closing with staff to ensure alignment to EA North American implementation goals.
  • Participates in developing creative solutions to product issues with the objective of maximizing opportunities for
  • profitability and minimizing compliance risks
  • Assists in managing the coordination, assignment, and timely collection of department responses to RFP’s
  • Manage the response process by creating a workflow in Workfront or other Project Management tools that tracks timeliness of responses
  • Execute on all RFP/RFI/Questionnaires/Surveys etc. by developing close relationships with sales, product, legal and finance
  • Work in concert with the commercial team to onboard EA North American clients
  • Oversees partner’s compliance with EA North American guidelines and standards, including initial deployment of EA North American products for agent sales; agent travel insurance / limited lines licensing; installation of predeveloped advertising material in customer-facing advertising, purchase paths and websites
  • Audits partner activity and websites for compliance, investigates compliance issues, makes recommendations for remediation, and implements corrective action in collaboration with Sales Account Managers
  • Establishes communication structure for initial partner on-boarding, training schemes, corrective actions, and offboarding processes

Required / Desired Knowledge, Experiences and Skills:
Requirements:
  • 3-5 years insurance industry experience
  • 3-5 years’ experience supporting sales functions in onboarding clients
  • Experience with project management with proven track record of working successfully with multiple departments
Education/Certifications:
  • High School Diploma or Equivalent (GED) required.
Preferred:
  • Bachelor’s Degree in a related field required

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.