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Onboarding Specialist
2 months ago
Description
- The onboarding specialist will be responsible for the client onboarding experience, ensuring that clients have a memorable start to their journey with reliance health, and will manage the sales administration role.
- They will play a key role in overall customer satisfaction, ensuring that clients are equipped with all that is required to take full advantage of their health benefits.
Onboarding
- Manage the onboarding process for new clients, ensuring compliance to defined processes.
- Identify opportunities to streamline and improve the client onboarding process.
- Collaborate with internal teams to implement enhancements and optimize efficiency.
- Manage a team the sales administration function/team, required for offline onboarding
Operations & Reporting
- Analyse data on key corporate retention metrics and provide regular reports.
- Track premium collection to ensure the team is within set targets monthly; audit the commitment letter tracker to ensure compliance.
- Track progress and ensure compliance with the timelines for implementation of the corporate retention plan.
- Liaise with operations to ensure all operational needs within the team are promptly met.
- Identify challenges pertinent to the retention team and liaise with other departments to address the challenges ensuring smooth operational flow within the team.
- Manage periodic projects/events as required by the retention team.
Requirements
- Must be based in Lagos
- B.Sc./HND degree
- Minimum of one year experience in Corporate Retention or a similar role.
- Strong written and spoken communication skills
- Strong analytical thinking skills
- Strong project management skills
- Ability to work in a team environment.
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