Onboarding Specialist ensuring successful software implementation for new customers at OneQrew. Facilitating trainings and workshops while collaborating with sales and support teams.
About the role
- Onboarding Specialist for Prudential’s Structured Settlements Business, handling onboarding processes and operational activities in a hybrid role.
Responsibilities
- Establishing new sales in our New Business System
- Processing broker commission payments
- Monitoring and managing assigned pending cases and upcoming first payments
- Performing good order review of required forms and documents
- Recommending service and workflow improvements
- Maintaining department Service Level Agreements, department production, and quality standards
- Providing support and assistance to other internal teams as needed
Requirements
- Bachelor's Degree
- Minimum of 2 years of relevant business/professional experience
- Customer-focused attitude including the understanding of the importance of maintaining our customer base
- Possess excellent attention to detail
- Ability to work as part of a team, but also requires ability to work independently and provide timely results
- Strong verbal and written communication skills
- Excellent time management skills with the ability to adjust priorities to meet changing business needs
- Proficient with Microsoft Office (MSWord, Excel, PowerPoint, Outlook, SharePoint, OneNote)
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO)
- Leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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