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:
What We're Looking For:
Why Join Pinecrest Consulting?
Apply Now:
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