~1mo ago

Client Onboarding Manager - Insurance

Customer SuccessOnboarding Manager

3 views0 saves0 applied

Quick Summary

Overview

About Luma Financial Technologies Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms,

Technical Tools

Customer SuccessOnboarding Manager

About the Role

~1 min read

Responsibilities

~1 min read

Lead end-to-end onboarding for new Annuity and Life Insurance clients, managing timelines, deliverables, and expectations across all stakeholders.
Develop and manage detailed project plans, onboarding documentation, and status reports tailored to each client’s structure and distribution model.
Coordinate cross-functional teams including Product, Engineering, and Operations to ensure platform configuration aligns with client requirements.
Proactively identify risks, remove obstacles, and escalate issues when necessary to ensure project success.
Transition clients post-onboarding to the relationship management and client success teams for long-term support.

Conduct platform demos, trainings, and workshops to educate client stakeholders across home office teams, operations, marketing, and financial advisors on platform capabilities and workflows.
Serve as a subject matter expert on annuity and life insurance advisor workflows to guide client adoption and platform usage.
Provide recommendations on best practices for configuration, workflow setup, and integration based on industry knowledge and client goals.

Ensure accurate setup of product configurations, marketing content, and in-force policy integrations where applicable.
Collaborate with internal technical teams to validate implementation requirements and support successful delivery.
Maintain a high level of detail and quality control across all onboarding components.

Requirements

~1 min read

5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
Strong understanding of the annuity and life insurance sales process, product types, and advisor workflows.
Project management or implementation experience in a SaaS or fintech environment strongly preferred.
Exceptional client-facing skills with the ability to manage complex relationships and multiple stakeholders.
Excellent communication and organizational skills, with an ability to manage competing priorities.
Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).
Ability to travel occasionally to client sites or industry events.