New Account Onboarding Specialist (Finance)
JOB DESCRIPTION
Job Summary
The New Account Onboarding Specialist is responsible for onboarding and managing newly acquired customers/accounts. Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout the implementation process.
- Primary task is to ensure a smooth transition for new customers by completing welcome calls and helping them understand products/services, set up accounts, billing, and begin using the offerings.
- Build and maintain strong relationships with the new clients, addressing their needs and ensuring satisfaction through review & application of premium of the first bill.
Responsibilities
- Single source of contact for clients, brokers and external partners during the onboarding process.
- Partner with Implementation, Billing, Field, & Enrollment Services to ensure quality, timely enrollments.
- Demonstrate a solid knowledge of Combined's products, services including administration, billing, and technology platforms.
- Display an understanding of interdependencies/relationships with other internal partners.
- Participate in Pre-Sale and Implementation calls.
- Establish and build cohesive partnerships with internal and external customers.
- Deliver exceptional and timely customer service when addressing sales, underwriting, implementation, enrollment, and billing questions and issues.
- Steward enrollment, implementation, and service issues toward resolution in a timely and efficient manner.
- Responsible for service delivery up and thru first bill payment and reconciliation.
Competencies
- Problem Solving:Takes an organized and logical approach to thinking through problems and complex issues.Simplifies complexity by breaking down issues into manageable parts.Looks beyond the obvious to get at root causes.Develops insight into problems, issues and situation.
- Continuous Learning:Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise.Takes advantage of formal and informal developmental opportunities.Takes on challenging work assignments that lead to professional growth
- Initiative:Willingly does more than is required or expected in the job.Meets objectives on time with minimal supervision.Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
- Adaptability:Ability to re-direct personal efforts in response to changing circumstances.Is receptive to new ideas and new ways of doing things.Effectively prioritizes according to competing demands and shifting objectives.Can navigate through uncertainty and knows when to change course
- Results Orientation:Effectively executes on plans, drives for results and takes accountability for outcomes.Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities.Takes full accountability for achieving (or failing to achieve) desired results
- Values Orientation:Upholds and models Chubb values and always does the right thing for the company, colleagues and customers.Is direct truthful and trusted by others.Acts as a team player.Acts ethically and maintains a high level of professional integrity.Fosters high collaboration within own team and across the company; constantly acts and thinks "OneChubb"
Skills
- Demonstrated analytical skills and knowledge base to consult with customers on insurance products
- Excellent interpersonal and communication skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs
- Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight
- Ability to prioritize and manage customer expectations accordingly
Education and Experience
- Minimum of three years of insurance industry knowledge and experience in implementation, account management or project management is required. Voluntary/Worksite marketplace experience preferred.
- Minimum of three years of experience successfully managing projects and/or stakeholders with and without direct authority strongly preferred.
- Bachelor's degree or equivalent experience required.
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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