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Onboarding Specialist Summary
Description LIMRA, LOMA, and our parent organization, LL Global Inc., are an international research and education trade association for the insurance, retirement, and financial services industries, serving the needs of more than 1,200 member companies across 64 countries. Purpose: This role has primary responsibility for the coordination and implementation of Talent Solutions’ products with our clients with the main goal of providing an excellent customer experience, and demonstrated ease of doing business with LIMRA. The specialist will execute on the implementation and onboarding processes for all Talent Solutions’ products ensuring the client’s experiences are positive, and that we are efficient in bringing new companies onboard to our platforms (HUB, CEP, Trustworthy Selling, LIMRA Leadership Inst.). Working closely with the business development team, and with client success, this is an integral role for Talent Solutions. This role will work closely with other teams within Talent Solutions and in Member Solutions in addition to with our international partners, and external partners in the industry. Key responsibilities: Representing the client, act as the bridge between business development and/or member relations and the Talent Solutions Client Success team. Develop rapport with our clients and conduct outreach to ensure they are happy with the solutions they’ve purchased Work closely with the Business Development team, providing continuous feedback on status of accounts Work with project management to identify areas to improve in terms of processes Implement new processes and participate in the launch of new systems Analyze and respond to inbound inquiries from new clients via phone, email and potentially live chat Primary responsibility for the product implementation process, post-sale, from finalization of contract through installation at client company, and post delivery client support. Prepare product and/or program materials, integrate company specific materials, coordinate training calendars and coordinate with external partners to ensure a smooth and timely installation of programs. Communicate and coordinate product specific details with client company staff, LIMRA staff, and staff of strategic partners when needed. Drive the quality control process to maintain the integrity of LIMRA content on externally hosted platforms. Create and implement plans to work with all outside relationships to ensure the quality of assistance derived from them and the usefulness of the service they render (including partners and facilitators) Maintain internal LIMRA relationships so as to be aware of specific company, distribution channel, or market segment opportunities. Facilitate delivery of ADG talent development and assessment products to member companies Minimum Requirements & Qualifications: Can-do attitude with a service-oriented approach Ability to quickly and effectively develop rapport with clients Driven and motivated Exceptional written, verbal and phone skills required Critical thinking (if they need x, we only have y – solve it) Problem solver Confident Multi-tasker who can work in a dynamic environment Able to work in dynamic time pressured environment, with changing priorities Outgoing and an expert communicator Ability to work under pressure, multitask and prioritize responsibilities Ability to work independently as well as in a team environment Ability to handle complex problems efficiently Interest in seeking out the right solutions, not just any solution Adept in Microsoft Office suite of products (Excel, PowerPoint, Word) 1+ years of business-to-business experience preferred Experience in sales, or sales support a plus Excellent working knowledge of MS Office including Word, Outlook & Excel Excellent verbal and written communication skills Strong organizational, multi-tasking and time management skills Experience in a sales-oriented role or environment that encourages sales-based activities a plus High degree of attention to detail Knowledge of and ability to coordinate multiple and diverse options for selling organization's products and services. Knowledge of the process, tools, and techniques for quantifying and verifying customer needs and determining training solution. Knowledge of processes, tools and techniques for developing a solution to stated training needs. Personal relationship development and marketing skills Ability to develop and adjust implementation plans Internal and external political skill/diplomacy This opening is closed and is no longer accepting applications
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