• Manage the end-to-end client onboarding process as per the Standard Operating Processes • Maintain excellent communication with clients, internal teams, and external partners to facilitate smooth onboarding • Ensure all onboarding processes comply with regulatory requirements and internal policies • Generate and analyze reports to monitor onboarding performance and identify areas for improvement • Participate in requirements, enhancements for client onboarding onto SEI Trust 3000

Why Clipboard Exists: We exist to lift as many people up the socioeconomic ladder as possible. We dramatically improve lives by letting professionals turn extra time and ambition into career growth and financial opportunity. We achieve this with our app-based marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent. About Clipboard: Clipboard is a fast-growing Series C marketplace. We are a leader in our Long Term Care vertical and are expanding into several others (Dental, Home Health, etc.), as well as building out a full-time product. We are a YC Top Company with a global, remote team of 1,000+ people. We have been profitable since 2022, and fill millions of shifts annually at partner workplaces across the U.S., where tens of thousands of professionals work with us every year. We are looking for your help to keep growing so we can serve more professionals and workplaces. To learn more about us, take a look at our website here. Beware of scammers! Clipboard would never ask you for money or your bank details to participate in our hiring process. Report any scammers impersonating the Clipboard hiring team members here. About the Role We’re hiring a detail-focused and process-oriented Document Submissions Associate to join our core operations team. In this role, you’ll help ensure a seamless onboarding experience by reviewing and validating documents submitted by healthcare professionals who want to join our platform. As a key member of the Documents team, you’ll review a variety of credentials and compliance documents. Your work directly influences the quality, speed, and safety of our onboarding process—helping professionals get to work quickly and allowing facilities to hire without delay. Key Responsibilities - Review and validate essential onboarding documents submitted by professionals, ensuring accuracy, completeness, and compliance with facility, local, state, and federal guidelines. - Monitor and manage queues for document submissions, backlogs, and expirations during assigned shifts—acting on real-time prioritization. - Own and execute daily tasks including document status updates, document mapping, resolving unread submissions, and handling special projects. - Contribute to ongoing improvements by reviewing internal policies and recommending updates that enhance clarity and efficiency. - Collaborate with cross-functional teams to resolve document-related inquiries and enhance internal workflows. Communicate clearly via Slack and other internal tools. - Stay informed on evolving documentation standards and product updates to ensure consistent, accurate decision-making. - Consistently meet targets for document review time, accuracy, and throughput, contributing to both individual and team performance goals. What We're Looking For - Prior experience in roles such as document verification, credentialing, compliance operations, administrative support, or customer service. - Familiarity with U.S. healthcare documentation (e.g., licenses, certifications, immunization records). - A sharp eye for detail—you catch inconsistencies others might overlook. - Confidence in making timely decisions, even in gray areas. - Strong written communication skills and the ability to simplify complex topics. - Highly organized and dependable, with a strong sense of ownership and urgency. - Demonstrated success in fast-paced, fully remote work environments. - Comfortable using tools like Slack, Zendesk, Google Sheets, and task management platforms. - Ability to work independently while effectively collaborating with other teams. - Experience with Quality Assurance (QA) work is a plus. Technical & Workspace Requirements - Residing in the Asia-Pacific region. - Wired internet connection with a minimum of 15 Mbps download speed. - Minimum system specifications: - CPU: Intel i5 (8th gen+) / AMD Ryzen 5 (2000 series+) / Apple M1 or newer - RAM: 12 GB (16 GB recommended) - Quiet, professional home workspace - Noise-canceling headset and a stable internet/power backup setup Important - Please do not contact the Recruiter or Hiring Managers for this role. The best way to be considered is to apply to the role here. - This role requires the completion of an assessment built from synthetic (not real-world) data. Please check your inbox and spam folder regularly: you will get the email within 1-2 days after applying. - Each candidate's compensation offer will be based on multiple factors including, but not limited to, relevant education, qualifications, certifications, experience, and geographic location. - We do not recommend taking the interviews via a mobile phone.

Are you looking for a flexible, rewarding career that recognizes and rewards hard work? Globe Life AO is expanding and seeking Remote Client Success Specialists to join our growing team. This is a fully remote opportunity that allows you to build a successful career from wherever you are—whether at home, in a coffee shop, or on the road. We’re committed to helping you reach your career goals while providing comprehensive training, professional development, and long-term growth opportunities. Whether you’re new to the field or seeking a fresh start, this role offers an opportunity to learn, grow, and make an impact—all from the comfort of your own workspace. Why You’ll Love This Role - Work From Anywhere: Enjoy the freedom of working remotely from any location with Wi-Fi. - Weekly Pay: Consistent weekly pay with performance-based bonuses and unlimited earning potential. - Comprehensive Training: No prior experience required—virtual workshops and mentorship programs are provided. - Excellent Benefits: Union representation (OPEIU Local 277), medical reimbursement, and company-paid life insurance coverage. - Professional Recognition: Incentive trips, conferences, and team-building events for top performers. - Career Growth: Advancement opportunities with ongoing leadership development and mentorship support. Key Responsibilities - Conduct virtual consultations with clients to explain benefit options and assist with enrollment. - Provide personalized service and tailored recommendations based on individual client needs. - Address questions and resolve concerns with professionalism and attention to detail. - Build and maintain strong client relationships through consistent communication. - Expand your professional network using outreach and referral strategies. - Manage your schedule effectively to meet team and client goals. Ideal Candidate We’re looking for professionals who are motivated, adaptable, and driven to succeed in a people-focused environment. The ideal candidate will have: - Strong communication and active listening skills. - The ability to learn quickly and apply new knowledge effectively. - A goal-oriented mindset with a strong work ethic. - The ability to work independently while contributing to a team. - A desire for ongoing personal and professional growth. Why Choose Globe Life AO This is not a typical 9-to-5 position. At Globe Life AO, you’ll have the flexibility to manage your own schedule, the freedom to grow at your own pace, and the opportunity to make a meaningful impact in people’s lives. Our culture is built around mentorship, teamwork, and advancement—empowering you to achieve both personal fulfillment and professional success. If you’re ready to take control of your future and join a company that invests in your growth, we want to hear from you. Apply today and take the next step toward a rewarding, purpose-driven remote career with Globe Life AO.

AO Globe Life is offering an opportunity for motivated individuals to begin a meaningful career in a flexible, fully remote environment. This role is ideal for those who want to build long-term success while helping individuals and families understand benefit programs that protect their financial futures. With structured training, ongoing mentorship, and pre-qualified client consultations, you’ll be set up to focus on building relationships and delivering value from day one. What You’ll Gain 100% remote work environment from anywhere in the United States Flexible scheduling that supports work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive training and licensing support Weekly direct deposit Monthly and quarterly performance bonuses Union representation through OPEIU Local 277 Leadership development and advancement opportunities Recognition programs and performance-based incentives A stable organization with a 70+ year legacy of service What You’ll Do Connect with individuals who have requested information about benefit programs Understand each client’s needs and provide personalized guidance Explain available coverage options clearly and professionally Support clients through the enrollment process and provide follow-up communication Assist existing clients with policy updates, reviews, and general support Maintain accurate digital documentation and ensure compliance standards Participate in training sessions, mentorship programs, and team collaboration Who Thrives in This Role Strong communicators who enjoy helping others Self-motivated professionals comfortable working independently Organized individuals who can manage schedules and responsibilities effectively Candidates confident using Zoom and digital platforms Individuals open to coaching, mentorship, and continuous development Customer service or client-facing experience is helpful but not required Requirements Authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with webcam Must be physically located within the United States Eligible to obtain a Life Insurance License (licensing support provided) About AO Globe Life For more than 70 years, AO Globe Life has served working families, veterans, and union members by providing supplemental benefits that support long-term financial security. Our organization is built on integrity, service, and long-term relationships—both with our clients and our team. Apply today to begin building a flexible, purpose-driven career with long-term growth potential.