Job Description
Job Functions
, Essential Duties and Responsibilities
Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision.Provides clear communication regarding the roles of each individual involved in the onboarding process.Collaborates with team members to continuously improve implementation processes.Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases.Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.Provid...
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