Onboarding Assistant

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Proficiency in MS Office (Excel, Word, Outlook)., Experience in the Financial Services industry is a plus., Strong email correspondence and client management skills., Good organizational skills and attention to detail..

Key responsibilities:

  • Assist the onboarding specialist with fee schedule submissions to insurance companies.
  • Create and update process management spreadsheets and upload information from forms.
  • Help with pre-filling applications and drafting meeting recaps for critical accounts.
  • Perform related duties within your scope of practice.

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SuperStaff SME https://www.superstaff.com/
201 - 500 Employees
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Job description

Responsibilities:

  • Assist the onboarding specialist with the onboarding process to submit fee schedule requests to the insurance companies.
  • Create and fill out a process management spreadsheet and upload information from the GFormsAsana Forms to the provider’s project.
  • The Onboarding Assistant for Critical Accounts also helps with prefilling applications and drafting meeting recaps.
  • Perform related duties as assigned, within your scope of practice.


    • Requirements

      Good to have:

      • Relevant experience in the Financial Services industry
      • Email Correspondence and client or contract management skills
      • Proficient in using MS Office (Excel, Word, and Outlook).
        • Benefits

          • HMO with 1 free dependent upon hire
          • Life Insurance
          • 20% Night Differential
          • 20 PTO credits annually
          • VL and SL cash conversion
          • Annual PerformanceBased Merit Increases and Employee Recognition
          • Great Company Culture
          • Career Growth and Learnings
          • Night Shift
          • Work from Home

    Required profile

    Experience

    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Microsoft Office
    • Teamwork
    • Communication

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