Onboarding Consultant

TEKsystems
$25.00 - $28.00 / hr
medical insurance, dental insurance, life insurance, vision insurance, sick time, 401(k), retirement plan
United States, Texas, Dallas
Mar 06, 2025
Description 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. Featured benefits Medical insurance Vision insurance Dental insurance 401(k) Skills benefits administration, customer support Top Skills Details benefits administration,customer support Additional Skills & Qualifications 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. Experience Level Intermediate Level Pay and Benefits The pay range for this position is $25.00 - $28.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Dallas,TX. Application Deadline This position is anticipated to close on Mar 7, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.