Senior Onboarding Officer

This role is responsible for managing and supporting the onboarding and implementation process for Group Medical and Life Insurance policies. The position ensures seamless enrolment of members, accurate data validation, timely policy setup, and effective coordination between clients, insurers, and internal stakeholders to deliver a smooth onboarding experience. Key Tasks & Duties Coordinate the onboarding and implementation of new Group Medical and Life Insurance policies. Manage end-to-end employee enrolment processes for new and existing clients. Handle large corporate accounts with employee populations exceeding 3,000 members. Collect, verify, and validate employee census data and supporting documents. Ensure accurate member enrolment within insurer portals and client platforms. Process initial member additions and policy activation requests. Coordinate with insurers to facilitate policy setup and issuance. Generate and distribute e-cards and physical insurance cards to enrolled members. Perform DHA ID validation and resolve DHPO errors to ensure successful member enrolment. Maintain accurate onboarding records and enrolment databases. Liaise with clients to obtain required documentation and clarify onboarding requirements. Monitor onboarding timelines and ensure service-level agreements are met. Conduct quality checks on enrolment data before submission to insurers. Support invoice verification and reconciliation related to onboarding activities. Manage daily client onboarding requests and employee eligibility queries. Utilize insurer portals and internal systems efficiently to complete onboarding tasks. Prepare onboarding reports and enrolment status updates for clients and management. Communicate onboarding processes, timelines, and requirements clearly to clients and employees. Assist with policy implementation meetings and onboarding presentations when required. Officership Behaviours Provide Excellence in Service to Our Clients, Our Markets, & Our Associates Takes personal responsibility for managing internal and external client relationships. Takes pride in and accountability for understanding and exceeding client expectations. Focuses on adding value. Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected. Written and verbal communication is clear and concise. Provide commitment to the development of ourselves & our associates Attend in house classes and workshops for continuing development. Attend training programs, conferences or courses to improve present job skills. Complete all mandatory training within agreed timescales. Take responsibility for own career and development. Treat all associates with dignity, fairness and respect. Represents Lockton well within the community. Be committed to enabling financial success Promotes growth through excellence in service provided Identifies and promotes cross selling opportunities Works with clients, markets & associates to ensure cash management is within agreed standards and targets Drive service excellence, efficiency, & productivity through effective business operational processes Demonstrates flexibility to change Identifies improvement opportunities Ensures quality is evidenced Ensures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures Maintains specialised knowledge in order to provide maximum value to the client Show more Show less