Role Description The Agency Onboarding Specialist plays a crucial role in ensuring a seamless transition for new member agencies by providing comprehensive training and support. This position focuses on educating new members on processes, technology platforms, and industry best practices to maximize their efficiency and success. The ideal candidate is detail-oriented, a strong communicator, and proficient in training both individuals and groups. - Facilitate onboarding for all new member agencies, with a primary focus on process training and technology utilization. - Conduct one-on-one and group training sessions on the use of raters, including: - EZLynx - PL Rater - Provide training on Nexsure Retail Agent Portal and SIAA’s Connect Platform to ensure effective utilization. - Master and deliver training on SIAA’s Optimizing AccessPlus Resources (OAR) Manual to support new members. - Oversee the implementation and completion of the Agency Foundation Program 3.0 for start-up member agencies. - Promote and provide training on SIAA’s Training and Learning Center (TLC) and MarketFinder resources. - Collaborate with Agency Growth Coaches and Regional Vice Presidents to offer additional training and serve as a resource for member agencies. - Maintain frequent communication with internal teams to align efforts and ensure consistency in onboarding support. - Utilize follow-up procedures to document and track discussions with agencies, ensuring accountability and progress. - Attend and actively participate in all Master Agency meetings. - Perform additional duties as directed. Qualifications - Prior experience in insurance agency operations, onboarding, or training is preferred. - Strong understanding of insurance rating platforms (EZLynx, PL Rater) and agency management systems (Nexsure). - Excellent communication and presentation skills, with the ability to train individuals and groups effectively. - Strong organizational skills with the ability to manage multiple onboarding processes simultaneously. - Proficiency in Microsoft Office Suite and other relevant technology tools. - Self-motivated with a proactive approach to problem-solving and process improvement. - Ability to travel occasionally for training sessions and agency meetings as needed. Requirements - Bachelor's degree (B.A., B.S.) from a four-year college or university; or two plus years related experience and/or training; or equivalent combination of education and experience. - Property and casualty insurance company, wholesale insurance, and/or agency experience required. - Ability to multi-task in fast paced environment. - Comfortable with independent work as well being a team leader. - Must have ability to communicate effectively one–on-one and to larger groups via multiple mediums. Certificates, Licenses, Registrations - Property and Casualty License and Designations preferred, but not required. Company Description SIAA is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. SIAA participates in E-Verify.

• Own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation. • Design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments. • Focus on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team. • Develop and execute customized onboarding launch plans for new and expansion clients • Lead client-facing discussions with RCM executives, operators, and technical stakeholders • Configure and implement solutions within the maxRTE platform • Conduct workflow testing, validation, and optimization • Analyze performance data and proactively recommend improvements based on best practices • Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing • Serve as a trusted advisor and subject matter expert in both product and industry • Represent the voice of the client internally to inform product and operational improvements

At maxRTE, we believe every patient deserves access to care without financial barriers and that providers should be equipped to deliver that care without absorbing unnecessary financial loss. With 1 in 4 Americans struggling to pay medical bills, hospitals and health systems face increasing challenges identifying active insurance coverage. Too often, coverage is missed or hidden, leaving patients with overwhelming bills and providers with lost revenue. Our technology uncovers that hidden coverage, enabling hospitals to recover revenue while ensuring patients receive the care they need. When we bridge this gap, everyone wins: patients access lifesaving treatment, providers strengthen their financial health, and communities thrive. We are growing quickly and are hiring a Client Onboarding Manager to partner with healthcare organizations nationwide, guiding them through implementation, driving early value realization, and setting the foundation for long-term success. If you enjoy deeply understanding client workflows, solving complex problems, and configuring software to achieve meaningful outcomes, this role is for you. What You’ll Do You will own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation. You’ll design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments. Your focus will be on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team. In this role, you will: - Develop and execute customized onboarding launch plans for new and expansion clients - Lead client-facing discussions with RCM executives, operators, and technical stakeholders - Configure and implement solutions within the maxRTE platform - Conduct workflow testing, validation, and optimization - Analyze performance data and proactively recommend improvements based on best practices - Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing - Serve as a trusted advisor and subject matter expert in both product and industry - Represent the voice of the client internally to inform product and operational improvements

At maxRTE, we believe every patient deserves access to care without financial barriers and that providers should be equipped to deliver that care without absorbing unnecessary financial loss. With 1 in 4 Americans struggling to pay medical bills, hospitals and health systems face increasing challenges identifying active insurance coverage. Too often, coverage is missed or hidden, leaving patients with overwhelming bills and providers with lost revenue. Our technology uncovers that hidden coverage, enabling hospitals to recover revenue while ensuring patients receive the care they need. When we bridge this gap, everyone wins: patients access lifesaving treatment, providers strengthen their financial health, and communities thrive. We are growing quickly and are hiring a Client Onboarding Manager to partner with healthcare organizations nationwide, guiding them through implementation, driving early value realization, and setting the foundation for long-term success. If you enjoy deeply understanding client workflows, solving complex problems, and configuring software to achieve meaningful outcomes, this role is for you. What You’ll Do You will own the onboarding experience for both new and expanding clients, serving as the strategic and operational lead throughout implementation. You’ll design and execute tailored launch plans, lead client-facing workflows, and ensure seamless implementation across both complex (Epic-integrated) and non-complex environments. Your focus will be on accelerating time to value and optimizing client workflows prior to handoff to the dedicated account team. In this role, you will: - Develop and execute customized onboarding launch plans for new and expansion clients - Lead client-facing discussions with RCM executives, operators, and technical stakeholders - Configure and implement solutions within the maxRTE platform - Conduct workflow testing, validation, and optimization - Analyze performance data and proactively recommend improvements based on best practices - Partner cross-functionally with Client Success, Sales, Product, Engineering, and Marketing - Serve as a trusted advisor and subject matter expert in both product and industry - Represent the voice of the client internally to inform product and operational improvements