Client Onboarding and Operations Support Specialist

If you’re driven, passionate, and dedicated to professional growth, we think Kraus-Anderson Insurance has something special to offer. 

About Us: Kraus-Anderson Companies were founded more than 100 years ago with the guiding principle of making our clients' needs our first priority. Our goal is to be your agent of choice, solving your difficult problems, whether commercial or personal, with innovative and cutting-edge solutions. At Kraus-Anderson, we are dedicated to fostering a dynamic and inclusive workplace. We believe in empowering our employees and providing them with the tools they need to succeed.

Job Description: As a Client Onboarding and Operations Support Specialist, you will play a central role in delivering a smooth, compliant onboarding experience for new clients as they transition to KA. You will gather and validate critical plan and client information to ensure accurate setup in our systems and a seamless handoff to the assigned service team. Working directly with carriers, you will confirm plan details, establish access, and help ensure the client’s first interactions with KA are timely, clear, and positive. When key client contacts change, you will proactively coordinate carrier access updates and reintroduce the client to KA’s client-experience-focused service model.

Join our team and discover how, together, we really can make the difference.

Job Details:

Position Title: Client Onboarding and Operations Support Specialist

Position Type: Full-time, Exempt

Position Location: Burnsville, MN 

Pay Range: $60,000.00 - $90,000.00. Pay is based on many factors including but not limited to education, skill, experience, training, certifications, and other business needs.

Key Responsibilities:

• Understand and actively work toward agency goals and strategies
• Understand and actively round accounts by offering additional agency services
• Manage New Client Experience
• Conduct welcome/introduction call
• Oversee implementation timeline, tasks, and client expectations
• Engage service team in correct set-up of systems by providing required information
• Review with service team online enrollment platform for accuracy, effectively coordinate account handoff to assigned Account Executive and provide Account Executive concerns regarding current program or administration issues
• Manage Carrier and Vendor Systems Information
• Oversee carrier/vendor portal access for internal team and clients
• Maintain documentation of portal access, portal capabilities/services, and access process for internal team and clients
• Manage Agent of Record (AOR) process from Sales/Service Team to Carrier Communications
• Manage Delivery and Process Improvement
• Work to continuously improve process and client experience
• Assist with maintenance of Standard Operating Procedures (SOP), create and maintain templates, identify areas of potential automation for efficiency and accuracy
• Assist with maintaining and updating Benefit Manuals, Proposal Templates, and other documents to maintain compliance and branding message
• Complete additional projects as developed and assigned by your supervisor or management

Qualifications:

• Valid Minnesota Life/Health Insurance License 
• Minimum of 3 years large business group life/health Customers Service or client facing compliance experience is preferred
• Prior experience using Applied EPIC is preferred but not required.
• Ability to work collaboratively across departments.

Why KA?

We offer a challenging, rewarding, and supportive environment where employees are positioned to make a positive impact on our business, our communities, and their own future. 

We believe in building leaders. KA offers a wide range of enrichment and professional growth opportunities through KA University and community service opportunities through our KA Has Heart Volunteer Program.

KA offers full-time employees (30 hours) a significant Total Rewards package including:

• Medical insurance Plan Options
• Health Savings Accounts (HSA)
• Flex Spending Accounts (FSA)
• Wellness Program
• 401(k) Plan
• Company sponsored Short-Term and Long-Term Disability
• Company sponsored Life/Accidental Death and Dismemberment Insurance
• Time Off including vacation, sick and holiday pay
• Workplace Flexibility
• Paid Parental Leave
• Paid Military Leave for Active Reserve Duty

How to Apply: Please apply here if you are you are interested in joining our team. 

EOE / Vets / Disabled