Onboarding Consultant

Description AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other. Requirements Summary: The PS Onboarding Consultant is a consultative role responsible for leading clients of any size — from small agencies to large, cross-segment accounts — through AgencyBloc ’s AMS+ onboarding journey, from contract signature through go-live. No two clients’ businesses, data environments, or operational needs are alike, and this role does not follow a standardized, cookie-cutter process. The Consultant must exercise independent judgment and discretion to evaluate each client’s unique circumstances and determine the appropriate onboarding approach, combining product expertise, project management, and client relationship skills. As a subject matter expert in AMS+ software, the Consultant advises clients on system configuration, data migration strategy, and workflow design, applying critical thinking and a high degree of problem-solving to diagnose and resolve complex, often ambiguous issues that arise during implementation. This position plays a critical role in shaping client satisfaction, time-to-value, and long-term product adoption, and requires the Consultant to weigh multiple viable approaches and make consequential recommendations that directly affect client outcomes. Responsibilities: Client Engagement & Onboarding Management Serve as the primary point of contact for clients of any size or segment during onboarding, exercising discretion in how communications are managed from kickoff through go-live. Independently assess each client’s business goals, systems, and operational maturity to develop and execute an onboarding plan tailored to that client — no two onboarding plans are alike. Lead client meetings to gather requirements, using professional judgment to interpret ambiguous or incomplete information and validate alignment with project objectives. Proactively manage timelines, deliverables, and risks, exercising discretion in how conflicts are resolved to maintain project momentum and quality. Evaluate go-live readiness...

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