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Client Onboarding Manager Jobs in Indiana (NOW HIRING)

Robert W Baird & Co

Client Specialist

Evansville, IN · On-site

You'llbe at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Baird Capital

Client Specialist

Evansville, IN · On-site

You'll be at the heart of the client experience--coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Baird

Client Specialist

Evansville, IN · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Robert W Baird & Co

Client Specialist

Evansville, IN · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Baird

Client Specialist

Evansville, IN · On-site

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Evolv

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Partnerships &Implementation Mgr-Financial Institutions

Evansville, IN · On-site

$70K - $80K/yr

Primary Objective Manage bank and credit union partnerships by leading partner onboarding (client onboarding) and implementation (launch/go-live/activation), delivering training and enablement, and ...

InComm Payments

This role manages a portfolio of smaller mid-market customers using our employee recognition ... Client Onboarding & Platform Enablement * Support onboarding for new clients on the ecommerce ...

Allied Solutions

Client Specialist

Carmel, IN · On-site

... of Risk Management based program monitoring and performance. * May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production ...

Allied Solutions LLC

Client Specialist

Carmel, IN · On-site

... of Risk Management based program monitoring and performance. * May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production ...

Allied Solutions LLC

Client Specialist

Carmel, IN

... of Risk Management based program monitoring and performance. * May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production ...

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All JobsClient Onboarding JobsClient Onboarding Manager JobsClient Onboarding Manager Jobs in Indiana

Client Onboarding Manager information

See Indiana salary details

$36.6K

$71.8K

$98.4K

How much do client onboarding manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client onboarding manager in Indiana is $71,813.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,901.00 and $72,651.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

What is a client onboarding manager?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a client onboarding manager do?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What are the most commonly searched types of Client Onboarding jobs in Indiana? The most popular types of Client Onboarding jobs in Indiana are:
What are popular job titles related to Client Onboarding Manager jobs in Indiana? For Client Onboarding Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Manager jobs in Indiana look for? The top searched job categories for Client Onboarding Manager jobs in Indiana are:
What cities in Indiana are hiring for Client Onboarding Manager jobs? Cities in Indiana with the most Client Onboarding Manager job openings:
Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $71,813 per year, or $34.5 per hour.

Client Manager, Employee Benefits

The MJ Companies

Carmel, IN • On-site

Full-time

Medical, Life

Re-posted 26 days ago

Job description

ABOUT THE JOB

This role will guide clients through their benefits program needs, offering both short- and long-term solutions. Key responsibilities include project planning, project management, implementation, and the daily management of employee benefits vendors. This role provides day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility. 

ESSENTIAL FUNCTIONS

Client Onboarding and Implementation 

  • Manage new client onboarding and benefit administration configurations. 
  • Work with Client Executive to execute implementation processes, including meetings, documentation, and coordination with carriers and vendors. 
  • Set up new groups, renewals, and terminations, ensuring seamless client transitions and accurate record maintenance. 
  • Participate in client meetings as needed. 

Client and Vendor Relations 

  • Serve as day-to-day point of contact for clients and vendors, handling queries, meetings, and communications, including escalated claims and eligibility issues. 
  • Maintain client advocacy lists and manage billing and enrollment audits to ensure service quality. 
  • Save and organize crucial correspondence and meeting notes to ensure consistency and accessibility of information. 

Compliance and Reporting 

  • Assist in preparing and reviewing documents like NQTL Analysis Forms and COBRA updates to ensure regulatory compliance. 
  • Coordinate annual compliance tasks for clients in collaboration with internal Compliance Team 

Marketing and Renewals 

  • Lead and project manage the renewal and marketing process, including preparing and distributing RFP packets, analyze and view proposals; provide recommendations to the Sales/Consulting team 
  • Engage in pre-marketing strategies, gather analytics for marketing and ensure client needs are met effectively. 

Financial Management 

  • Review and maintain executed client contracts, plan documents, SBCs, SPDs, Business Associate Agreements and amendments for accuracy; provide final approval to carrier/TPA, and coordinate delivery to client 
  • Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data 

Open Enrollment and Communications 

  • Facilitate open enrollment sessions, using tools like Knovio for presentations and handling communication tasks to ensure smooth operations. 
  • Review and assist in updating benefit guides to ensure they are comprehensive and reflective of current offerings. 

Operational Support 

  • Manage carrier communications, including termination letters and documentation related to sold proposals and renewals. 
  • Update essential operational documents like the EB Playbook and Benefits Inventory to keep internal teams informed and aligned with client needs. 
  • Ensure internal systems are up-to-date and accurate; maintain client benefit plan information in Agency Management System and Document Management System 
  • Attend team and department meetings as needed

EDUCATION

  • Bachelor's degree preferred
  • Life & Health License (required upon hire) 

KNOWLEDGE AND EXPERIENCE

  • Preferred minimum of 5 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages 
  • Demonstrated skills: project management, prioritization, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently 
  • Excellent verbal and written communication skills; professional presentation skills 

TECHNICAL FUNCTIONS

  • Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint) 
  • Familiar with the use of an Agency Management System and Document Management System (BenefitPoint experience a plus) 
  • Strong project management and client service skills

Apply