Agency Onboarding Specialist

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November 20

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Spark

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Insurance • SaaS

Spark is a modern platform that revolutionizes the insurance brokerage industry by providing cutting-edge technology and expert services. It aims to enhance broker productivity, streamline operations, and accelerate agency growth. Spark offers a comprehensive suite of tools, including business reporting, contracting, licensing, marketing, and customer service support, particularly focusing on Medicare. Through strategic partnerships, Spark helps brokerages scale efficiently, ensuring unparalleled visibility and insights into business operations.

51 - 200 employees

☁️ SaaS

📋 Description

• Create a world-class first impression: Deliver a seamless, memorable onboarding experience that sets every new customer up for success from day one. • Be the guide our customers trust: Lead clients through each phase of the onboarding journey—managing milestones, timelines, and deliverables with precision and care. • Empower customers with knowledge: Teach clients how to make the most of Spark’s tools and systems so they can hit the ground running and see value fast. • Become an expert: Learn both Spark and the industry processes so you can advise customers on best practices. • Drive clarity and collaboration: Maintain organized, up-to-date records in our CRM to keep all internal teams aligned and informed. • Be the connector: Act as the go-to partner for customers, coordinating across departments to answer questions, resolve issues, and make the experience effortless. • Partner for impact: Collaborate closely with Account Management, Operations, and Product teams to enhance processes and elevate the overall customer journey. • Champion continuous improvement: Spot opportunities to simplify workflows, remove friction, and level up how we bring customers onboard.

🎯 Requirements

• 5+ years of experience in a customer success, project management, account management, or onboarding/implementation role • Strong attention to detail and documentation accuracy • Strong written and verbal communication skills, including clear email and Zoom communication • Skilled at translating complex processes into simple, actionable next steps • Relationship management experience, with a focus on guiding and educating partners or clients • Curiosity & excitement to learn • Experience using CRMs or workflow management tools to track progress and handoffs • [Nice to have] Experience in a start-up environment where you’re required to adjust on the fly • [Nice to have] Experience working with medicare contracting

🏖️ Benefits

• Equity compensation • Health care, including dental and vision through our PEO Sequoia • Flexible work location; co-working available • 401k • Paid Time Off • Monthly Remote Work Stipend (help cover costs of home-office needs) • Paid Parental Leave • Up to 14 weeks for birthing parents • Up to 8 weeks for non-birth parents • 11 paid holidays • 2 week sabbatical at 5 years of employment • Wellbeing Perks through SpringHealth, OneMedical, PerkSpot, and SoFi