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

Your Qualifications

• Minimum 5 years’ relevant experience in Account Management, Customer Service, or administrative roles within the health insurance industry.

• Strong written and verbal communication skills; comfortable interacting with employer members, insurance agents, and internal stakeholders.

• Demonstrated accuracy in calculations and preparation of charts/tables.

• Proficiency in Microsoft PowerPoint, Word, Excel, and CRM systems (preferably Microsoft Dynamics).

• Ability to quickly learn new software and tools.

• Strong organizational and problem-solving skills; detail-oriented with the ability to manage multiple priorities.

• Goal-oriented, adaptable, and able to remain calm under pressure.

• Valid Wisconsin driver’s license.

Stand-Out From the Crowd Qualifications

• Sales training or project management skills education is desired.

• Relevant experience in CRM applications

• Familiarity with SharePoint preferred.

Physical Aspects of the Job

• Prolonged periods of sitting and working on a computer.
• Ability to lift up to 25 pounds for event support and transportation of materials.
• Occasional standing, walking, bending, or reaching during meeting setups, events, or training sessions.
• Ability to travel locally for meetings and events.

What to Know about the Job

The Member Onboarding Specialist plays a pivotal role in supporting and strengthening Alliance membership. This position collaborates closely with Business Development, Account Management, Marketing, and Operations teams to drive growth, ensure smooth member transitions, and deliver high-quality service. The Specialist is responsible for executing onboarding processes, maintaining accurate data, and coordinating key projects that directly impact member experience and operational efficiency.

Who We Are

At The Alliance, our mission is helping employers self-fund smart. We serve as the voice for self-funded employers who want more control over their healthcare costs and who believe that affordable, high-quality care should be accessible to everyone.

Why Work at The Alliance?

Along with the satisfaction you’ll receive from working with a mission-driven organization, you’ll join a humble, lively, and hard-working group of people. The Alliance is home to a highly collaborative, creative, and dedicated bunch; you’ll feel our warm friendliness, be fueled by our inspiring passion, and find support from us when you need it, too.