Client Onboarding

3 days ago

Edmonton, Canada Effortless Admin Inc. Full time

**Client Onboarding & Amendment Specialist**

**About Effortless Admin**

At Effortless Admin, we're revolutionizing the benefits administration landscape in Canada through our innovative, fully web-based, multi-carrier software solution. We empower employers to manage employee benefits seamlessly while enabling advisors to deliver exceptional service. As we continue our exciting growth trajectory, we're seeking talented individuals who share our passion for transformation and excellence.

**Position Overview**

Full-Time | Edmonton, AB | On-site

**Your Impact**

As our new **Client Onboarding & Amendment Specialist**, you'll play a pivotal role in our client success story. This position sits at the intersection of client service, project management, and benefits administration, offering you the chance to make a significant impact on our rapidly growing organization.

**What You’ll Do**
- **Lead the New Business & Amendment Process**: Act as the primary contact for clients and advisors, guiding them through onboarding and contract amendments from start to finish
- **Coordinate Cross-Functional Teams**: Organize and lead multi-stakeholder meetings to ensure smooth and successful implementation of new clients and amendments
- **Create and Manage Project Timelines**: Develop detailed project timelines for onboarding and amendments, ensuring all deadlines are met and projects are completed on schedule
- **Provide Exceptional Service**: Deliver top-tier, white-glove service to clients, advisors, and internal teams, ensuring a positive experience throughout the process
- **Oversee Amendment Requests**: Collect, organize, and manage amendment requests from clients and advisors, ensuring all changes are handled efficiently
- **Collaborate with Internal Teams**: Work with internal departments to ensure necessary setups and changes are implemented correctly and in a timely manner
- **Ensure Smooth Transition**: Manage the handoff from implementation to ongoing benefits administration, ensuring continuity and client satisfaction

**Must-Have Qualities**
- **Client-Centered Mindset**: A passion for delivering outstanding client experiences and providing proactive solutions
- **Strong Project Management Skills**: Proven ability to manage multiple projects and stakeholders while maintaining a clear focus on deadlines and deliverables
- **Clear Communication**: Excellent written and verbal communication skills, with the ability to clearly explain processes to clients and colleagues alike
- **Relationship Building**: Ability to foster strong, lasting relationships with both external clients and internal teams
- **Problem-Solving Ability**: A proactive, solution-oriented approach to resolving issues and improving processes
- **Adaptability**: Eagerness to learn new technologies and processes in a fast-paced, dynamic environment
- **Attention to Detail**: Strong focus on accuracy and consistency in all tasks, ensuring high-quality outcomes
- **Team-Oriented**: A positive, collaborative attitude and the ability to work effectively in a team environment

**Nice-to-Have Experiences**
- Canadian employee benefits administration or consulting
- Knowledge of group health, dental, life, and disability insurance products in Canada
- Familiarity with flexible benefit plans and health spending accounts
- Experience working with Canadian insurance carriers
- Fluency in French (an asset, but not required)

**Why Choose Us?**
- **Innovation**: Work alongside industry experts shaping the future of benefits technology
- **Growth**: Abundant opportunities for professional development and career advancement
- **Impact**: Direct influence on client success and company growth
- **Benefits**: Comprehensive compensation package including competitive salary and full benefits
- **Culture**: Collaborative, supportive environment that values initiative and creativity

**Join Our Journey**

Be part of a dynamic team that's transforming the benefits administration landscape. At Effortless Admin, you'll have the opportunity to grow professionally while contributing to meaningful innovations in the industry. If you’re passionate about this opportunity, we want to hear from you Submit your resume and cover letter.

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