Onboarding Consultant

🔥 8 hours ago

🌾 Iowa – Remote

🌾 Iowa – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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AgencyBloc

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

🏥 Healthcare

💰 Private Equity Round on 2021-10

Insurance • Healthcare

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform designed specifically for the health, benefits, and senior insurance sectors. Since its establishment in 2008, AgencyBloc has provided robust, insurance-specific solutions including an industry-tailored CRM, automated workflow management, policy management, and commissions processing. With over 6,500 customers, AgencyBloc helps organizations accelerate their growth through advanced sales enablement and efficient customer management features.

📋 Description

• Serve as the primary point of contact for clients during onboarding from kickoff through go-live. • Assess client business goals, systems, and operational maturity to develop tailored onboarding plans. • Lead client meetings to gather requirements and validate alignment with project objectives. • Manage timelines, deliverables, and risks; resolve conflicts to maintain project momentum and quality. • Evaluate go-live readiness and coordinate handoffs to Customer Success. • Analyze commission structures, VOIP/integration needs, and data environments to recommend and configure AMS+. • Diagnose and resolve complex configuration, integration, and data challenges. • Recommend process improvements aligned with insurance-industry best practices. • Train clients on AMS+ features according to their sophistication and needs. • Partner with internal technical teams on complex challenges and determine when to escalate. • Collaborate with Customer Success for post-go-live transition. • Provide feedback on client needs, product gaps, and process improvements. • Refine onboarding templates, playbooks, and documentation. • Participate in post-implementation reviews.

🎯 Requirements

• Bachelor’s degree in Business, Information Systems, or a related field; or equivalent experience. • 3–5+ years of experience in software implementation, onboarding, or professional services (SaaS preferred). • Proven expertise in AMS+ or comparable agency management software. • Demonstrated ability to exercise independent judgment and discretion when addressing complex, ambiguous, or client-specific challenges without significant oversight. • Experience successfully consulting with and managing clients across a range of sizes and complexity levels, including cross-segment accounts. • Strong understanding of insurance operations, including commissions, VOIP setup, and workflow automation. • Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

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