Client Experience Onboarding Specialist

Fort Wayne, IN - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Client Experience Onboarding Specialist

Ash Brokerage

Fort Wayne IN

About Ash Brokerage

For more than 50 years Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships and that still drives our culture today. Our team of almost 400 is the same servicecentered culture as we were in 1971. Ash Brokerage works with financial professionals to help find understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Job Summary

On the Client Experience team we have a passion for helping others and a genuine desire for building connections. We understand the importance of a good start to a successful relationship. Our Onboarding Specialists serve as a dedicated resource to provide guidance to advisors as they navigate the abundance of Ash solutions. Theyre intuitive and proactively seek solutions for clients and ensure all advisor needs have been met.

Primary Responsibilities: As an Onboarding Specialist your primary goal is to make it easier for advisors to do business with us. To be successful you will need to:

Drive the relationship with advisors and educate them on Ash Brokerages value-add business practices and the resources available to them
Establish and work with the Client Experience and Sales teams to continually evaluate our onboarding procedures and materials to ensure advisors always have the best onboarding experience
Help create and manage meaningful procedures with our colleagues to ensure a positive advisor experience
Educate advisors on tools and technology
Deliver information virtually including technical demonstrations to advisors
Proactively identify the needs of advisors to help them grow their business and relationship with Ash
Anticipate next steps and/or challenges
Thoroughly understand Ash Brokerage and articulate our story very well (or the desire to grow to that level of understanding)
Partner with People and Culture to drive new hire success
Proactively support additional Ash Teams to enhance overall client experience

Primary Skills & Requirements:

Ability to build trust with internal and external clients
Skill set to build rapport quickly
Skilled in growing new relationships while maintaining existing relationships
Problem solver
Positively persistent
Excels in follow-through
Comfortable with presenting
Confidentiality
Self-motivated
Collaborates well with others
A minimum of 3 years of experience in a customer service relationship management onboarding or training role
A deep understanding of Ash Brokerage our culture structure and history
Prior experience in the insurance and financial services industry is preferred
A bachelors degree in any discipline is preferred

Benefits Available

Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

Unclear Seniority

Client Experience Onboarding SpecialistAsh BrokerageFort Wayne INAbout Ash BrokerageFor more than 50 years Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships and that still drives our culture today. Our team of almost 400 is the same servicecentered cu...