Job Description
Job DescriptionThe Role
We’re looking for an Onboarding Specialist to join our team and serve as the first point of contact for new clients transitioning to Level Health plans. In this role, you’ll guide employers and their employees through a seamless onboarding experience—ensuring every detail is handled with care, clarity, and professionalism. This is an ideal position for someone who thrives on organization, takes ownership of their work, and genuinely enjoys helping people navigate new processes.
Key Responsibilities
• Manage the end-to-end onboarding process for new employer groups, serving as their primary point of contact from initial enrollment through plan activation
• Coordinate enrollment activities including data collection, document verification, system setup, and benefits education for both employers and employees
• Communicate proactively and clearly with clients via phone, email, and video to set expectations, answer questions, and resolve issues in a timely manner
• Collaborate cross-functionally with sales, account management, and operations teams to ensure a smooth handoff and consistent client experience
• Maintain meticulous records of onboarding progress, client communications, and outstanding action items using internal systems and tools
• Develop and refine onboarding workflows, templates, and documentation to continuously improve efficiency and the client experience
• Track onboarding milestones and deadlines, proactively identifying and escalating potential issues before they impact the client
• Conduct welcome calls, orientation sessions, and follow-up check-ins to ensure client satisfaction during the critical first weeks on the plan
WHAT SUCCESS LOOKS LIKE:
- Earning a CSAT score of 4.5 or greater
- 100% completion of all new client onboarding within 15 days of client effective dates
- Ensuring clients have access to all tools, training, and educational materials prior to go-live date
- Successful transitions to our accounts teams at conclusion of onboarding
Requirements
Qualifications
Required
• 0–5 years of professional experience in onboarding, client services, account management, implementation, or a related client-facing role
• Excellent verbal and written communication skills with the ability to explain complex information in a clear, approachable way
• Exceptional organizational skills and attention to detail, with a proven ability to manage multiple projects and deadlines simultaneously
• High degree of self-motivation and personal accountability—you take initiative and see things through without needing to be prompted
• Strong interpersonal skills and a genuine passion for building relationships and delivering outstanding client experiences
• Comfort working in a fast-paced environment where priorities can shift and flexibility is valued
• Proficiency with standard business tools (e.g., Microsoft Office, Google Workspace, CRM platforms)