Onboarding Specialist

Date Posted: 11/20/2020

Type of Employment: Full-Time

Department: Onboarding Specialist

Job Snapshot

  • Location: Cedar Falls or Des Moines, IA or remote with appropriate experience
    Education: 4-Year Degree or Equivalent Experience
    Industry: SaaS, Insurance

  • Job Type: Client Success/Account Management
    Manages Others: No
    Experience: 3+ Years
    Travel: Up to 5%
    Relocation Covered: No

Job Description

We are looking for an Onboarding Specialist that has the heart of a teacher and solid project management skills to join our growing Client Success team. This key client-facing role is responsible for guiding new clients through their initial implementation phase and conducting ongoing training on AgencyBloc functionality.  

AgencyBloc provides an online software solution that helps insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include:

  • Client-centric organization focused on delivering great customer service

  • Positive, collaborative team environment with co-workers who genuinely care about their work

  • High level of professionalism in everything we do

  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company


  • Onboarding Specialists are experts on the AgencyBloc product and how the system can be used to help our agencies achieve their business objectives
  • Develop and manage client relationships during the initial onboarding period, ensuring high successful completion rates
  • Conduct client product training sessions via web meetings and conference calls
  • In conjunction with the Client Success Strategist, proactively engage clients and work closely with users to effectively drive adoption of the product 
  • Work with clients and internal business partners to ensure setup and implementation of their account meets client expectations
  • Ensure department metrics are achieved including goals for client satisfaction and revenue 
  • Analyze, design, and implement new processes and procedures to maximize efficiencies 
  • Participate in team chat channels to ensure we are utilizing the team’s collective knowledge
  • Actively participate in weekly departmental meetings
  • Other duties as assigned


  • 3+ years of SaaS training/account management experience or life and health insurance industry experience. AgencyBloc experience desired, but not required

  • Specific examples of previous experience developing relationships and exceeding goals

  • Proven track record of establishing credibility with key clients and accounts

  • Excellent interpersonal skills, highly organized and efficient

  • High level of comfort with technology

  • Excellent written and verbal communication skills

  • Motivated by the opportunity to be part of a fast-moving, entrepreneurial team 

  • Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, humble confidence, and an ability to “translate” thoughts among various groups of people