Onboarding Specialist

Onboarding Specialist Job Description

• To provide assistance to agents during the onboarding process with their contracting questions.
• Add new agents to the Go High Level software so the agents onboarding status can be tracked by the onboarding staff.
• Provide assistance to the agent from IT.
• Review multiple RTS reports every day for each agent and update carrier status disposition in Rippling.
• Provide clear and understandable guidance to the agents on steps that need to be completed with the carriers via TEAMS messages.
• Monitor the NAL Teams chat and provide support and assistance to agents with onboarding questions.
• Review the Monday board for incoming contracting support tickets. Process the tickets which relate directly to onboarding.
• Access and review the RTS status reports using the Sunfire software when applicable for agent assistance.
• Monitor and review the onboarding email and respond to agents and process email requests.
• Submit Sunfire tickets to Sunfire to assist agents with Sunfire issues.
• Email IFG for issues with agents contracting that pertain to IFG.
• Be prepared to be interrupted multiple times per day during peak onboarding season, manage your time wisely.