Complex Onboarding Manager at Equitable ensuring an exceptional onboarding experience for employees and advisors. Collaborating across teams to streamline onboarding processes and improve efficiency.
NC
Hybrid Medicare Agent – Agency Onboarding Specialist, Customer Success & Implementation
Posted yesterday
About the role
- Agent & Agency Onboarding Specialist assisting independent Medicare insurance agents through the contracting and onboarding process. Coordinating with teams to ensure a smooth transition to selling insurance products.
Responsibilities
- Support independent Medicare agents and agencies through the onboarding process, including carrier contracting, certifications, and required steps before they begin selling.
- Serve as the primary point of contact during onboarding, answering questions, setting expectations, and ensuring agents feel confident throughout the process.
- Work closely with recruiting, contracting, marketing, training, commissions, and sales support teams to ensure a seamless onboarding experience.
- Document onboarding progress, communications, and milestones in CRM systems to ensure visibility and coordination across the organization.
- Help agents understand training resources, marketing opportunities, and strategies to launch and grow their businesses.
Requirements
- Bachelor’s degree or equivalent experience
- Experience in onboarding, implementation, customer success, account management, or client support
- Experience working with CRM systems
- Strong technology proficiency, including Microsoft Office
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable spending significant time communicating by phone
Benefits
- Comprehensive benefits package including medical, dental, vision, and telehealth
- 401(k) with 100% match up to 5% with immediate vesting
- Student loan paydown assistance program
- Paid parental leave
- Paid compassionate leave (pregnancy loss/miscarriage)
- Paid caregiver leave
- Company-paid disability coverage
- Three weeks PTO
- Generously paid company holidays
- "Twixmas" — paid closure between Christmas and New Year’s Day after our busiest season
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