Member Onboarding Specialist (Administrative)

How You Will Contribute
Member Responsibilities
· Partner with Business Development and Account Management teams to support the acquisition and retention of Alliance members.
· Ensure seamless transitions from Business Development to Account Management and into Alliance systems for timely claims processing and servicing.
· Execute onboarding, change, and termination processes for members.
· Build and maintain accurate steering and tiering for member networks, directly impacting claims payment.
· Document and maintain Member Operations processes.
· Collaborate with external stakeholders (e.g., agents, Third-Party Administrators (TPAs), client members) to collect and manage required information.
· Work with internal stakeholders and the Shared Technology Team on new technologies and system changes to optimize the member experience.
· Prepare business documents, correspondence, and client-facing presentations as needed.
· Deliver excellent customer service by promptly addressing inquiries and resolving issues.
· Customize client materials and support larger departmental projects as assigned.

Data Integrity
· Maintain accuracy of member data within The Alliance's CRM system.
· Enter and update records to ensure completeness of member data for self-funded solutions.
· Conduct audits, run maintenance reports, and resolve data discrepancies.
· Fulfill data requests and provide research support for CRM-related needs.
· Proactively identify system enhancement opportunities in collaboration with the Manager of Sales Operations & Technology.

Processes & Procedures
· Document workflows, procedures, and process steps related to membership.
· Review and refine business processes to optimize operational efficiency.
· Collaborate across departments to implement and monitor adherence to established procedures.

Coordination & Administrative Responsibilities
· Communicate project timelines and competing priorities with staff.
· Coordinate recurring departmental and special project meetings.
· Maintain centralized, organized document repositories.
· Schedule and coordinate training sessions on departmental processes and platforms.
· Assist in the development of training resources.
· Ensure Business Development and Account Management teams have access to current forms and operational materials.
· Manage Sales team communication channels (distribution lists, collaboration platforms).
· Review and archive legal and compliance-related documents.

Miscellaneous Duties
· Collaborate with cross-functional teams (Business Development, Account Management, Product Development, Marketing) on projects and initiatives.
· Train and support new operations team members.
· Support Alliance-sponsored events, including planning, materials preparation, and on-site assistance.
· Assist with departmental expense coordination:
o Purchase items for the department.
o Collect and code receipts and expense reports.
o Partner with manager on monthly reconciliation