What are the responsibilities and job description for the Client Onboarding and Support Director position at GBS Benefits, Inc.?
About GBS Benefits, Inc.:
We are a leader in delivering innovative employee benefits solutions.
We partner with nearly 2,000 companies to help them build and protect their dreams. Our work has a significant positive impact, driven by a culture of collaboration, respect, and trust.
Job Description:
This role is responsible for ensuring a seamless onboarding experience for new Small Employer clients.
- Work closely with brokers to fulfill temporary service needs during onboarding.
- Collaborate with internal teams to facilitate smooth transitions and maintain high client satisfaction.
Main Responsibilities:
- New Client Onboarding: Work closely with brokers and internal teams to ensure accurate, timely, and seamless handoffs.
- Ensure new client data is accurate and complete in all systems.
- Partner with the Director and Lead Client Manager to optimize the client onboarding process.
Essential Duties:
- Manage Monday.com workflows for the New Business team.
- Conduct regular audits of client data across all systems.
Required Skills & Qualifications:
- Utah Life, Accident & Health license or ability to pass exam.
- Bachelor's Degree in a related field or equivalent.
- Proven experience in a similar role, preferably within the insurance or employee benefits industry.
