Client Onboarding Specialist

6 months ago

Austin, United States Boon Full time

The Boon Group has an exciting career opportunity for a Client Onboarding Specialist. The Client Onboarding Specialist 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.



At Boon, an Accretive company, 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. For more information about us, please visit www.boongroup.com.



What You'll Do

  • 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



What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
  • Company match 401(k) plan – 50% up to 6%
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
  • Pet benefits & discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout Accretive.



What You'll Need

  • Minimum of 2 years of experience in benefits administration or employee benefits experience, preferred.
  • High School Diploma, required.
  • Bachelor’s degree, preferred.
  • Previous experience in project management, preferred.
  • 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.


Compensation:


The target salary range for this position is $50,000.00 to $65,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.



Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.



Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.



Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger

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