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URGENT: Onboarding Specialist

Salary undisclosed

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  • Respond to inbound calls and emails from prospective and new clients, providing information and assistance as needed.
  • Serve as the primary point of contact for inquiries related to onboarding procedures, portal access, and documentation requirements.
  • Gather necessary information from new clients for onboarding purposes, ensuring accuracy and completeness of data.
  • Generate and send portal login credentials to new clients, along with detailed instructions for completing required forms and documentation.
  • Follow up with clients to ensure timely completion of onboarding tasks and provide assistance or clarification as needed.
  • Communicate effectively with case managers and other internal stakeholders to coordinate onboarding activities and address client needs.
  • Maintain professional and courteous communication with clients throughout the onboarding process, ensuring a positive experience.
  • Use the templates provided to send email marketing materials to the case manager.
  • Send out invoices or bills according to the services provided or acquired.
  • Check and see if a specific customer meets the qualification based on the given criteria.