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Agent Onboarding Specialist - Eastern Time Zone- Remote US Based

Remote, United States
Full Time
Remote On-site

About this role

Manage the onboarding experience for all agents. Create and process all new agent affiliations through OnBase and associated systems. Assist with the application or transferring of the agent’s state license. Act as primary liaison with Licensing to ensure compliance with regulations. Manage the interactive onboarding checklist and follow up with internal partners to ensure new agents are properly set up and have access to all CBR agent tools.

Requirements

Proficiency with Microsoft Office. Ability to master additional software as needed, including but not limited to Adobe Acrobat and Power BI. Ability to communicate effectively with different audiences, including agents, branch leaders, senior field leaders, and operational support teams. Ability to work in a remote environment while maintaining self-discipline, finely-honed communication skills, and a high level of productivity. Customer focused, delivery oriented. Creative problem-solving skills. Willingness to be “nimble” and adjust workload and schedule as needed.