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8 часов назад

Broker Onboarding Specialist

60 000 - 70 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Broker Onboarding Specialist (Group Insurance): Supporting new broker partners through onboarding and portal activation with an accent on partner communications, data collection, process documentation, and revenue tracking. Focus on coordinating sales, carrier, finance, and data stakeholders while maintaining accurate onboarding workflows and meeting deadlines.

Location: Remote within the United States; normal business hours required

Salary: $60,000–$70,000 per year, with potential variable compensation, commission, and/or annual bonus

Company

hirify.global provides benefits-related services and supports broker and consultant partnerships.

What you will do

  • Move new broker partners through onboarding and broker portal activation in coordination with the Director of Onboarding.
  • Manage internal, carrier, and broker-facing communications, follow-ups, data checks, and updates.
  • Coordinate with Regional Sales Consultants on the sales pipeline and onboarding progress.
  • Work with carrier partners and collect, review, and track onboarding data.
  • Document process steps and flows internally while tracking broker experience and revenue.
  • Coordinate cross-functional meetings and communicate with consultants, data analysts, and finance analysts.

Requirements

  • Group insurance industry experience is required.
  • Strong verbal and written communication skills, attention to detail, and strong organizational skills.
  • Ability to switch between tasks, work in an unstructured environment, meet deadlines, and maintain confidentiality.
  • Bachelor’s degree.
  • Microsoft Office experience, including Excel.
  • Availability to work normal business hours.

Nice to have

  • Insurance experience.
  • Salesforce experience.

Culture & Benefits

  • Startup-oriented environment backed by an industry leader.
  • Health, wellbeing, retirement, and other financial benefits for eligible employees.
  • Paid time off and overtime pay for non-exempt employees.
  • Learning and development programs.
  • Reimbursement of eligible job-related expenses, plus possible employee perks and discounts.

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