Onboarding Executive (Good Excel)

Key Responsibilities

• Assist in gathering onboarding requirements from clients and internal business teams.

• Support documentation of policy details, coverage structures, and onboarding requirements.

• Review and validate employee/member data before system upload.

• Perform data quality checks, including:

• Gender validation

• Relationship validation

• Date of Birth verification

• Duplicate record checks

• Age validation

• Date of Joining validation

• Coordinate with Operations, Technology, Product, and Business teams.

• Support execution of onboarding communications through email, SMS, and portal notifications.

• Conduct test communications and assist in validation before launch.

• Track onboarding activities and follow up with stakeholders for timely completion.

• Assist in onboarding/pre-enrolment portal setup and configuration.

• Support User Acceptance Testing (UAT) and document observations.

• Assist in client demonstrations and portal walkthroughs.

• Collect approvals and sign-offs before go-live.

• Address basic client queries and escalate issues when required.

• Prepare onboarding status reports and implementation updates.

• Maintain and archive onboarding documents and records.

Required Qualifications

• Freshers or candidates with up to 1 year of experience may apply.
• Proficiency in MS Excel, Word, PowerPoint, and Outlook.
• Basic understanding of data management and business processes.

Desired Skills

• Strong attention to detail and accuracy.
• Excel is a must know.
• Good analytical and problem-solving abilities.
• Strong verbal and written communication skills.
• Ability to work collaboratively with multiple teams.
• Knowledge of healthcare insurance, employee benefits, or TPA operations is an added advantage.
• Ability to manage multiple tasks and meet deadlines.

Key Competencies

• Quality & Accuracy Focus
• Teamwork & Collaboration
• Customer Orientation
• Time Management
• Process Compliance
• Learning Agility

Preferred Candidate Profile

• Recent graduates with strong communication and coordination skills.
• Comfortable working with Excel and data validation activities.
• Interested in operations, healthcare insurance, client onboarding, and process management.