Added
19 days ago
Type
Full time
Salary
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Related skills

crm workflow automation data analysis project management insurance

πŸ“‹ Description

  • Lead onboarding activities for new distribution partners, ensuring a seamless and well-organized
  • Support the onboarding and contracting of agencies, agents, and other distribution partners.
  • Serve as a primary point of contact for partners and agents throughout the onboarding and
  • Coordinate with internal stakeholders across Growth, Operations, Licensing and Contracting
  • Develop and maintain onboarding plans, timelines, deliverables, responsibilities, and success
  • Monitor onboarding and contracting activity, identify incomplete requirements or process

🎯 Requirements

  • 3 or more years of experience in account management, customer success, relationship management
  • Demonstrated ability to manage a high volume of activity across multiple accounts, projects, and
  • Experience coordinating complex onboarding or contracting processes involving multiple
  • Experience improving workflows, reducing friction, or increasing operational efficiency in a
  • CRM and partner management systems
  • Microsoft Office / Google Workspace

🎁 Benefits

  • Robust health, dental, and vision benefits
  • 401(k) with matching
  • Hybrid work environment
  • Eligibility for an annual performance-based bonus and equity participation
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