Key Account Onboarding Specialist

 Posted 8 hours ago
     
2-5 years experience
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AI Summary

Manage the onboarding and implementation of large-scale, high-profile client accounts to ensure tailored solutions and operational efficiency. Act as the primary point of contact for complex portfolios, resolving challenges and facilitating implementation meetings with stakeholders.

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

 

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

PetPartners, Inc. is seeking a Key Account Onboarding Specialist who will report to the Manager, Operations Business Processes. The Key Account Onboarding Specialist is responsible for managing the onboarding and and implementation of large-scale and high-profile client accounts, leveraging analytical expertise and independent decision-making to deliver tailored solutions that meet complex customer needs and drive satisfaction. 

Job Location: Remote – USA
  

Main Responsibilities:  

  • Analyze client-specific requirements to develop tailored solutions that drive customer satisfaction and operational efficiency 
  • Act as a dedicated point of contact for high-profile clients, ensuring their unique needs and expectations are consistently met 
  • Manage onboarding and administration for large to jumbo case sizes, ensuring accurate and timely execution of tasks 
  • Review, analyze, and make decisions regarding qualified life events and eligibility updates for complex client portfolios, ensuring compliance with company policies 
  • Coordinate and oversee implementation activities, ensuring seamless delivery for clients with diverse and complex needs 
  • Lead and facilitate implementation meetings with employer groups, partners, and stakeholders, driving actionable outcomes for large-scale and high-value accounts 
  • Independently review, analyze, and resolve client-specific challenges within established escalation and approval processes 
  • Monitor system performance and participate in testing and rollout of enhancements 
  • Identify and implement process improvements to maximize efficiency, productivity, and customer satisfaction 
  • Perform additional duties as assigned 

Basic Qualifications:  

  • Associate’s or Bachelor’s degree in Insurance, Business, or related field preferred  
  • 3-5 years of experience in insurance operations, banking, or a related field  
  • Basic understanding of insurance operations and administrative processes  
  • Exposure to file feed transmissions (EDI, eligibility files) preferred  
  • Strong organizational skills with the ability to manage multiple tasks  
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)  
  • Strong written and verbal communication skills 

Expected Hours of Work:

  • This is a full-time position: Days and hours to be determined by needs of business.  Hours to be determined between employee and director

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All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

  • Comprehensive full medical, dental and vision Insurance

  • Basic Life Insurance at no cost to the employee

  • Company paid short-term and long-term disability

  • 12 weeks of 100% paid Parental Leave

  • Health Savings Account (HSA)

  • Flexible Spending Accounts (FSA)

  • Retirement savings plan

  • Personal Paid Time Off

  • Paid holidays and company-wide Wellness Day off

  • Paid time off to volunteer at nonprofit organizations

  • Pet friendly office environment

  • Commuter Benefits

  • Group Pet Insurance

  • On the job training and skills development

  • Employee Assistance Program (EAP)

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