Client Onboarding Specialist Job at Pinecrest Consulting, Dallas, TX

WCsyb0RUK09Jb1k3cjRINTlFV3FkaWo1NXc9PQ==
  • Pinecrest Consulting
  • Dallas, TX

Job Description

Client Onboarding Specialist

About Pinecrest Consulting:

At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Account Manager with Insurance and Employee Benefits experience to join our all-star team and contribute to our ongoing success.

About the Role:

As a Client Onboarding Specialist at Pinecrest Consulting, your primary role is to establish strong relationships with clients and become their main point of contact throughout their onboarding journey to our insurance brokerage services. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to ensure proficiency in Pinecrest’s service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive.

What You'll Do:

As a Client Onboarding Specialist, you will be instrumental in onboarding new clients to Pinecrest Consulting. Your key responsibilities will include:

  • Acting as the primary client-facing point of contact throughout the Onboarding process, ensuring all inquiries and concerns are addressed promptly and professionally.
  • Leading the open enrollment process: from planning and implementation to oversight, ensuring a seamless transition for clients onto our platforms.
  • Understanding different insurance carriers and integrating clients' payroll systems to streamline the benefits administration process, highlighting our capability as a full-service healthcare brokerage.
  • Guiding clients through the onboarding process, which includes collecting necessary documentation, setting up their accounts on our Benefits Administration software, and ensuring all client information remains current and compliant.
  • Working closely with the sales team and the account management team to ensure a smooth journey from the initial sale to full account management transition, emphasizing our commitment to a comprehensive service approach.
  • Managing work within tight timelines to ensure all client benefits are effective prior to the renewal date, demonstrating exceptional time management and organizational skills.
  • Providing detailed explanations and training to clients on how to use our technology platforms for a seamless benefits administration experience.
  • Collaborating with other departments as necessary to ensure all client needs are met and to optimize the client experience, ensuring that Pinecrest Consulting stands out as a leader in healthcare brokerage and benefits administration.
  • Conducting periodic reviews with clients to ensure satisfaction and identify areas for potential expansion or further support, reinforcing our dedication to ongoing client engagement and success.

What We're Looking For:

  • 3+ years of Insurance and Employee Benefits experience
  • Strong knowledge of benefits administration, insurance policies, and associated technologies, particularly those relevant to healthcare and employee benefits.
  • Ability to work independently and as part of a team, managing multiple tasks and meeting tight deadlines.
  • Strong organizational skills and attention to detail.
  • Advanced computer skills and proficiency in relevant software, especially Benefits Administration platforms.
  • A team player with a commitment to fostering a positive work environment.
  • Possessing an insurance license is highly encouraged.

Why Join Pinecrest Consulting?

  • Step into a vibrant, community-driven culture where your contributions truly make a difference.
  • Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
  • Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
  • Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
  • Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.

Apply Now:

  • If you're passionate about client relations and implementation and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.

Job Tags

Day shift,

Similar Jobs

Fusion 360

Social Media Manager Job at Fusion 360

 ...SOCIAL MEDIA MANAGER DESCRIPTION: Fusion 360 ( is on the prowl for a SOCIAL MEDIA MANAGER to join our award-winning team of digital...  ...Generous Paid Vacation / PTO Steezy office with super chill working atmosphere. Free snacks, ping pong and foosball ... 

StaffDNA

Travel Allied-COTA, Outpatient Job at StaffDNA

 ...Certified Occupational Therapy Assistant (COTA) - Outpatient We are seeking a dedicated Certified Occupational Therapy Assistant (COTA) to join our outpatient rehabilitation team. In this role, you will work under the supervision of an occupational therapist to provide... 

Western Machine Works, LLC - A Division of In-Place Machinin...

Manual Machinist Job at Western Machine Works, LLC - A Division of In-Place Machinin...

 ...company specializing in the repair and manufacture of industrial equipment for various critical industries. WMW has been in business for...  ...running large, manual machine tools. ~ Ability to independently operate lathes, mills, drill presses, and other manual shop equipment.... 

Atrium Health Charlotte

Registered Nurse (RN) - Manager, NICU - Neonatal Intensive Care - $32-58 per hour Job at Atrium Health Charlotte

 ...process for those without previous NICU experience. Atrium Health Levine Childrens Hospital...  ..., Experience and Certifications Graduate from an accredited School of Nursing required...  ...Degree from a health-related program or MBA is acceptable. Previous management experience... 

Get It - Hospitality

Assistant Bookkeeper - Remote | WFH Job at Get It - Hospitality

**Join Our Team as an Assistant Bookkeeper!** At our unique CPA firm, we believe in more than just numbers; we're dedicated to building...  ...:**- **Social Events:** Enjoy networking and unwinding at virtual and in-office firm social events. - **Referral Bonuses:** Earn...