Onboarding Specialist

We’re looking for an Onboarding Specialist to join our team and serve as the first point of contact for new clients transitioning to Level Health plans.

Requirements

• Manage the end-to-end onboarding process for new employer groups
• Coordinate enrollment activities including data collection, document verification, system setup, and benefits education
• Communicate proactively and clearly with clients via phone, email, and video
• Collaborate cross-functionally with sales, account management, and operations teams
• Develop and refine onboarding workflows, templates, and documentation
• Track onboarding milestones and deadlines
• Conduct welcome calls, orientation sessions, and follow-up check-ins

Benefits

• 401k Matching
• Health Insurance
• Paid Time Off
• Relocation Assistance
• Retirement Plan
• Vision Insurance
• Dental Insurance