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.
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