Risk Client Onboarding Sr. Specialist

JOB REQUIREMENTS: Hybrid - 3 days in the office Summary: Primarypoint-of-contact and process expert for assigned field partners(financial reps, field leaders, network office team members) who engagein onboarding services. Responsible for expediting onboarding processes,negotiating resolutions, and providing proactive onboarding caseconsultation. Duties & Responsibilities: Initiate applications, enterdata provided by the field, monitor and gather additional requirementsduring underwriting, and assist advisors with policy delivery - all witha high degree of itiate applications, enter data provided bythe field, monitor and gather additional requirements duringunderwriting, and assist advisors with policy delivery - all with a highdegree of accuracy. Track status of applications as they move throughvarious stages of application input, underwriting, and policydelivery.Track status of applications as they move through variousstages of application input, underwriting, and policy delivery. Applycritical thinking and good judgment to resolve requests or issuesrelated to risk applications; determine when to elevate those requiringmore advanced knowledge.Apply critical thinking and good judgment toresolve requests or issues related to risk applications; determine whento elevate those requiring more advanced knowledge. Lead weekly callswith advisors subscribed to the service to give status updates orbackground information on 'in process' work as well as work throughbest practices with advisors so that they can fully leverage ourservices and Home Office technology.Lead weekly calls with advisorssubscribed to the service to give status updates or backgroundinformation on 'in process' work as well as work through bestpractices with advisors so that they can fully leverage our services andHome Office technology. Recommend and implement improvements to standardwork and/or work processes.Recommend and implement improvements tostandard work and/or work processes. Mentor less experienced staff intechnologies and standard work.Mentor less experienced staff intechnologies and standard work. Perform quality checks for peers andmore junior staff.Perform quality checks for peers and more juniorstaff. De-escalates issues and conflicts while, creating, maintaining,and reestablishing, when needed, confidence in HO resources.De-escalatesissues and conflicts while, creating, maintaining, and reestablishing,when needed, confidence in HO resources. Strong understanding of ourbusiness priorities and ability to identify process or technologyenhancements that will improve our network office, advisor, field teammember, and home office experience.Strong understanding of our businesspriorities and ability to identify process or technology enhancementsthat will improve our network office, advisor, field team member, andhome office... For full info follow application link. EEO/AAEmployer/Vets/Disability APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/1AAC94B1E5824E39 Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

Created: 2025-12-22