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Onboarding Specialist

Reliance Health

Reliance Health

Lagos, Nigeria
Posted 6+ months ago

The onboarding specialist will be responsible for the client onboarding experience, ensuring that clients have a memorable start to their journey with reliance health, and will manage the sales administration role. They will play a key role in overall customer satisfaction, ensuring that clients are equipped with all that is required to take full advantage of their health benefits.

Onboarding

  • Manage the onboarding process for new clients, ensuring compliance to defined processes.
  • Identify opportunities to streamline and improve the client onboarding process.
  • Collaborate with internal teams to implement enhancements and optimize efficiency.
  • Manage a team the sales administration function/team, required for offline onboarding

Operations & Reporting

  • Analyse data on key corporate retention metrics and provide regular reports.
  • Track premium collection to ensure the team is within set targets monthly; audit the commitment letter tracker to ensure compliance.
  • Track progress and ensure compliance with the timelines for implementation of the corporate retention plan.
  • Liaise with operations to ensure all operational needs within the team are promptly met.
  • Identify challenges pertinent to the retention team and liaise with other departments to address the challenges ensuring smooth operational flow within the team.
  • Manage periodic projects/events as required by the retention team.