Onboarding Consultant

AgencyBloc

. Serve as the primary point of contact for clients during onboarding from kickoff through go-live.

Posted 11/3/2026full-timeRemote • Iowa • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in software implementation and onboarding, particularly with AMS+ or comparable agency management software, while effectively managing client relationships and project timelines. Possesses strong analytical skills to assess client needs and recommend process improvements aligned with insurance industry best practices.

Highest-signal resume keywords

AMS+ ExpertiseSoftware Implementation ExperienceClient Relationship ManagementInsurance Operations KnowledgeProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Software ImplementationOnboardingData AnalysisConfiguration ManagementIntegration TroubleshootingProcess ImprovementWorkflow AutomationCommission Structure AnalysisVOIP SetupClient Training

Soft Skills

Independent JudgmentConflict ResolutionCollaborationCommunicationProblem Solving

Industry Keywords

Insurance OperationsSaaSAgency Management SoftwareClient ConsultingPost-Implementation Review

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients during onboarding from kickoff through go-live.
Assess client business goals, systems, and operational maturity to develop tailored onboarding plans.
Lead client meetings to gather requirements and validate alignment with project objectives.
Manage timelines, deliverables, and risks; resolve conflicts to maintain project momentum and quality.
Evaluate go-live readiness and coordinate handoffs to Customer Success.
Analyze commission structures, VOIP/integration needs, and data environments to recommend and configure AMS+.
Diagnose and resolve complex configuration, integration, and data challenges.
Recommend process improvements aligned with insurance-industry best practices.
Train clients on AMS+ features according to their sophistication and needs.
Partner with internal technical teams on complex challenges and determine when to escalate.
Collaborate with Customer Success for post-go-live transition.
Provide feedback on client needs, product gaps, and process improvements.
Refine onboarding templates, playbooks, and documentation.
Participate in post-implementation reviews.

Requirements

What you’ll need

Bachelor’s degree in Business, Information Systems, or a related field; or equivalent experience.
3–5+ years of experience in software implementation, onboarding, or professional services (SaaS preferred).
Proven expertise in AMS+ or comparable agency management software.
Demonstrated ability to exercise independent judgment and discretion when addressing complex, ambiguous, or client-specific challenges without significant oversight.
Experience successfully consulting with and managing clients across a range of sizes and complexity levels, including cross-segment accounts.
Strong understanding of insurance operations, including commissions, VOIP setup, and workflow automation.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.