Client Onboarding Coordinator

Overview

Client Onboarding Coordinator Jobs in Bushey, England, United Kingdom at ICAB LIMITED

Title: Client Onboarding Coordinator

Company: ICAB LIMITED

Location: Bushey, England, United Kingdom

JOB DESCRIPTION

 

Client Onboarding Coordinator

 

Based at: Heronslea House, High Street, Bushey, Herts WD23 3HH.

Reporting to: Alisa Gold, Business Development Director

Hours: Monday – Friday, 9-5.30pm

Job Role: As Client Onboarding Coordinator within the Alternative Accommodation Industry, you will be responsible for ensuring our customers have a smooth onboarding experience and that they receive continuous support to achieve their goals. You will work closely with new clients guiding them through the onboarding process, guiding them through ICAB’s products and services, addressing concerns and driving long term engagement before handing the account over to the Client Relationship Manager. You need to be proactive, customer focused and have a strong communication skills. This is a varied B2B account role with room for growth and development and is based in a dynamic team.

 

Business Duties will include but not be limited to:

Help transition new clients from sales prospect to retained client.

·      Guide new clients through the onboarding process, ensuring a seamless transition to using our products and services.

Ensuring data, compliance and SLA documentation all produced, signed and filed in a timely manner.

Conduct training sessions to speed up and ensure correct adoption of ICAB process.

Build rapport before hand over to Client Relationship Manager for long term relationship maintenance and cover in their absence.

·      Maintain detailed records of client interactions, issues, and service requests in CRM systems.

·      Provide regular reports on account status, service performance, and areas of improvement.

·      Stay updated on trends and best practices within the insurance social housing industry.

·      Ensure that all services and solutions comply with industry regulations, insurance standards, and company policies.

·      Attending exhibitions and meetings face to face when required to build rapport, present or carry out training. Networking should also take place on platforms such as Linked In.

·      Address any issues or complaints in a professional and timely manner, working to resolve conflicts and prevent escalation.

·      Implement client-specific solutions while maintaining a high level of service and ensuring client satisfaction.

 

 

Skills required:

·      Navigating a bespoke CRM system (Salesforce experience preferable)

·      It is a requirement to perform all duties under ISO standards.

·      The role is fast paced; you will need the ability to multitask and prioritise at short notice.

·      1 year plus of experience in customer success or on boarding (or similar).

·      Ability to work independently as well as part of a team.

·      Passion for helping clients succeed and building strong relationships.

·      Excellent telephone manner and excellent written skills