Onboarding Associate

Patriot Growth Insurance Services | United States | Remote | Full-Time

Why This Role Matters

As an HR Specialist, Onboarding, you’ll help incoming insurance producers and other designated hires feel informed, connected, and supported from signed offer through their first 100 days. Serving as a consistent onboarding contact, you’ll make unfamiliar processes easier to navigate and help new hires access the people, systems, and resources they need.

Working closely with the Senior HR Specialist, Employee Experience, hiring leaders, HR, and cross-functional partners, you’ll coordinate personalized onboarding plans, track readiness and milestones, and follow questions and issues through resolution. You’ll also gather feedback and help improve the communications, resources, and handoffs that shape the new-hire experience across Patriot’s regions and agencies.

How You’ll Make an Impact

• Serve as the primary onboarding contact for assigned hires, providing personalized guidance and proactive communication from signed offer through day 100.
• Coordinate onboarding plans with hiring leaders and relevant partners, aligning activities, introductions, and milestones with each new hire’s needs.
• Help new hires navigate systems, resources, benefits, payroll, and expense processes by connecting them with the appropriate specialists.
• Coordinate pre-start readiness for equipment, system access, credentials, required onboarding activities, and first-day arrangements.
• Maintain current onboarding plans, checklists, action owners, due dates, and issue records using approved systems and tools.
• Partner with hiring leaders, HR Business Partners, Recruiting, IT, Payroll, Benefits, and other teams to keep activities and handoffs moving.
• Conduct scheduled check-ins, including 30-, 60-, and 90-day touchpoints, to identify questions, readiness gaps, and experience concerns.
• Track open issues through resolution and elevate delays or sensitive concerns to the appropriate owner.
• Provide concise readiness and progress updates that identify outstanding actions and support needed.
• Coordinate the transition to ongoing agency and HR support, confirming remaining actions and points of contact.
• Support the Senior HR Specialist in implementing consistent onboarding practices while tailoring support to individual needs.
• Gather new-hire and stakeholder feedback, identify recurring friction points, and recommend practical improvements.
• Maintain accurate, easy-to-use onboarding guides, templates, and checklists in partnership with content and process owners.
• Compile basic program measures, including readiness, milestone completion, unresolved issues, and new-hire feedback.

Who You Are

• A warm, resourceful service professional who helps people feel comfortable navigating new processes.
• A dependable coordinator who anticipates needs, follows through, and keeps others informed.
• Organized and attentive to detail when managing multiple people, deadlines, and priorities.
• A practical problem-solver who takes ownership of follow-up and connects people with the right support.
• Collaborative and respectful of the responsibilities and expertise of specialist teams.
• Discreet and thoughtful when handling confidential information or sensitive concerns.
• Curious and receptive to feedback, with an interest in improving the new-hire experience.

What You Bring

Day One:

• 2+ years of experience in onboarding, HR coordination, employee support, client service, or a related role.
• Associate’s or bachelor’s degree in Human Resources, Business, Communications, or a related field, or equivalent relevant experience.
• Experience coordinating activities involving multiple stakeholders, deadlines, and handoffs.
• Demonstrated ability to provide responsive, personalized service and follow issues through resolution.
• Strong organizational skills and attention to detail, with the ability to manage multiple onboarding experiences concurrently.
• Clear written and verbal communication skills and confidence working with experienced professionals and business leaders.
• Proficiency with productivity, collaboration, and tracking tools, along with comfort learning HR and business systems.
• Sound judgment and discretion when handling confidential information, including recognizing when specialist or leadership support is needed.

Valuable Additions:

• Experience supporting onboarding or employee services in a distributed organization with multiple locations.
• Experience in insurance, financial services, professional services, or another relationship-driven business.
• Experience supporting senior hires or providing concierge-level service to employees or clients.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you’re working or not, life doesn’t stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support