Openings >> Onboarding Specialist
Onboarding Specialist
Summary
Title:Onboarding Specialist
ID:22535
Department Name:Talent Solutions
Location:Windsor, CT (Hybrid)
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.

Leading life insurance and financial services organizations around the world rely on their membership for one simple reason — they can make bottom-line decisions with greater confidence. Companies look to us because no other organization is better positioned to help them understand their customers, markets, distribution channels, and competitors.
We believe that greatness is built from the inside out. It is created by individuals who share common goals, and who support and rely on one another to achieve them. Our core values (Integrity, Customer Focus, Adaptability, Respect and Excellence) guide us in how we treat, respond to and interact with our Customers, and one another. We do our best to support our employees in making the most of their lives both inside and outside of work.

We are currently accepting applications for a Onboarding Specialist based in our Windsor, CT office.  The ideal candidate for this role is a self-starter, with strong communication and interpersonal skills. There is a need to work well under pressure and balance competing (and sometimes changing) priorities in a fun, results-oriented work environment. The candidate should have a passion for delivering measurable results and working as part of a collaborative team focused on successful execution of goals and objectives.

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. 

Assist Client Success with account setup for both new and existing/transitioning clients 

Working collaboratively with other teams, ensure appropriate documentation is in place for processes based on type of product the client is using. 

Assist with billing or invoicing inquiries when necessary

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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