Client Onboarding Manager - Insurance

About the role

Luma is seeking a Client Onboarding Manager with deep knowledge of the Annuity and Life Insurance industry to lead the implementation and onboarding process for new distributor clients onto Luma’s advisor-facing platform. In this role, you will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding experience that sets the foundation for long-term client success.

Qualifications

• 5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
• Strong understanding of the annuity and life insurance sales process, product types, and advisor workflows.
• Project management or implementation experience in a SaaS or fintech environment strongly preferred.
• Exceptional client-facing skills with the ability to manage complex relationships and multiple stakeholders.
• Excellent communication and organizational skills, with an ability to manage competing priorities.
• Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).
• Ability to travel occasionally to client sites or industry events.