Client Onboarding Specialist
Mason Crapo Farmers Insurance
Job Description
Job Description
We're building a modern, technology-driven insurance agency focused on delivering an exceptional client experience. Every new client deserves a seamless transition, clear communication, and confidence that they've made the right decision. As our Onboarding Specialist, you'll own that experience from the moment a policy is sold until the client is fully onboarded.
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Flexible Schedule
Health Insurance
Vision Insurance
Dental Insurance
Responsibilities- Manage the full onboarding process for all new clients
- Review policies for accuracy and completeness before binding
- Ensure all documents, signatures, and payments are completed correctly
- Proactively communicate with clients during onboarding
- Coordinate between sales and service teams for smooth transitions
- Set expectations with clients on billing, coverage, and next steps
- Identify cross-sell and coverage gap opportunities
- Maintain clean and accurate CRM/agency management system records
- Active Property & Casualty (P&C) License REQUIRED (or willing to obtain license)
- Loves checklists and organization
- Thrives in a fast-paced environment
- Takes ownership without being asked
- Communicates professionally with clients
- Learns new technology quickly
- Wants to grow into a leadership position
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in Bountiful, UT vacancy
- ...Client Onboarding Specialist Location: Onsite/Hybrid Pay: $23/hr W2 Duration: 6 Months Job Description: We are seeking a Client Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This role is an exciting opportunity for a motivated and...Suggested
Strategic Staffing Solutions
Salt Lake City, UT1 day ago - ...job! Mission: Guide new customers through a personalized onboarding journey that addresses their unique pain points, drives adoption... ...Mentor (Hit us up to get more information) Matt Nelson - Specialist in hiring amazing people, lover of music, Connect Four, ping pong...Suggested
$106k - $132k
.... Addepar unifies portfolio, market and client data in a total portfolio view and delivers... ...the broader Data organization, the Data Onboarding team ensures clients have a seamless... ...requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity...SuggestedH1bWorldwideVisa sponsorshipWork visa- ...administrative and operational support for the Human Resources Department. This role includes responsibilities such as recruiting, onboarding, payroll administration, benefits management, and compliance documentation. The ideal candidate will have a strong background in...SuggestedWork at office
Tanner Clinic
Layton, UT2 days ago - 01 TDW (US), Inc. seeks a Human Resources Administrative professional in Salt Lake City, Utah. The role involves supporting leadership and HR Business Partners through various HR and administrative tasks, ensuring compliance to HR values and promoting company culture through...SuggestedWork at office
01 TDW (US), Inc.
Salt Lake City, UT4 days ago $100k
...multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the HSE Specialist position is $100,000.00 annually and the maximum salary for the HSE Specialist position is $115,000.00 annually. The compensation...CBRE
North Salt Lake, UT3 days ago$25 - $26 per hour
...Job Title CAS Global Client On-Boarding Team Member Payrate: $25.00 - $26.00 / hr. Summary: CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets...Full timeAditi Consulting
Salt Lake City, UT4 days ago- ...Onboarding Specialist CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform admin IDV tasks and supports the...
US Tech Solutions
Salt Lake City, UT4 days ago - ...of candidates. Support the pre‑employment process by initiating background checks, following up with drug screenings, and other onboarding tasks. Support the recruitment team by coordinating job fair events and community outreach efforts. Promote the Nucor Rebar Fabrication...
Fisher & Ludlow Div Of Harris Steel Ltd.
Salt Lake City, UT2 days ago - Medium is looking for passionate individuals to take up customer service leadership roles that offer flexibility and growth opportunities. You will benefit from the option to work from home and have a flexible schedule that allows you to balance personal and professional...Remote workWork from homeFlexible hours
Medium
Layton, UT2 days ago $50k - $70k
About Us: Dave's Auto Center & Dave's Engines is a fast-growing, family-owned automotive and engine shop based in Utah. With over 35 years in business, we specialize in full-service repair, diesel and gas engine building, and a rapidly expanding online parts store...Full timeDave's Complete Auto
Centerville, UT2 days ago$69k
...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home career...Remote jobWork from homeFlexible hoursHMG Careers
North Salt Lake, UT28 days ago- Global Elite Empire Consultants is looking for passionate individuals who seek a fulfilling career with flexibility and growth opportunities. Work from home with a tailored schedule that promotes work-life balance while advancing your career. You will join a supportive...Remote workWork from home
Global Elite Empire Consultants
Layton, UT2 days ago - ...Global Elite Empire Consultants is seeking passionate individuals for client service leadership roles that prioritize flexibility and growth. Enjoy the freedom to work from home with a schedule that complements your lifestyle while receiving exceptional mentorship....Remote workWork from home
Global Elite Empire Consultants
Salt Lake City, UT2 days ago - Professional Dental now hiring Dental Office Assistants. We at Professional Dental are looking for patient-focused dental assistants that have the desire and willingness to provide the best possible care to every patient. Being adaptable and a team player will be essential...Work at officeImmediate startFlexible hours
Professional Dental & Orthodontics
Centerville, UT1 day ago $28.94 - $71.3 per hour
...Federal Healthcare systems. If you're excited about making healthcare more human, you've come to the right place. We're seeking a client-focused, detail-oriented Senior Delivery Consultant to lead change and incident management for a key healthcare client. In this...Hourly payTemporary workRemote workFlexible hoursOracle
Salt Lake City, UT5 days ago$68.97k - $113.31k
...eligibility for, certification in profession, such as Certified Rehabilitation Counselor (CRC), ~ Certified Disability Management Specialist (CDMS), Certified Case Manager (CCM). ~ Excellent verbal and communications skills ~ Ability to exercise independent & sound...Full timePart timeWork experience placementWork at officeVisa sponsorshipWork visaFlexible hoursGuardian Life
Salt Lake City, UT3 days ago$16 - $18 per hour
Receptionist Part-time. Compensation: USD 16 - USD 18 - hourly. Company Description Hourly rate: $16.00 - $18.00, depending on experience. About Summit Hand Therapy: Summit Hand Therapy opened its doors in 2007, with one therapist and an office manager, ...Hourly payPart timeWork at officeImmediate startU.S. Physical Therapy
Bountiful, UT5 days ago- -Meet with clients on Zoom daily to deliver, explain and update their benefits -Explain options in a clear, simple, and relatable way -Maintain ongoing client relationships to encourage retention and referrals -Follow a proven process with training and support provided...Remote jobFull time
Zuzick Organization of Globe Life
Salt Lake City, UT2 days ago - ...Inc. as one of the most innovative and fastest-growing technology companies in the country. Job Summary: The Partner Onboarding Specialist is an essential, internal function that supports Filevine Sales and our Certified Implementation Partners (CIP). The role's...Full timeTemporary work
Filevine
Salt Lake City, UT27 days ago - Dormont Manufacturing Co in Woods Cross, Utah, is seeking a part-time Customer Service Associate to enhance the shopping experience for customers. Responsibilities include assisting customers, managing sales transactions, and maintaining store cleanliness. Candidates should...Part time
Dormont Manufacturing Company
Woods Cross, UT2 days ago - ...Client Intake Coordinator Employment Type: Full-Time At Serenity, the Client Intake Coordinator is where first impressions become committed next steps — and we need someone who knows how to make that happen. You'll be the first voice clients hear, and your job isn't just...Full timeShift work
Serenity Healthcare, LLC
Layton, UT1 day ago - ...for specific roles. Manage candidate pipelines and maintain accurate records in our applicant tracking system. Coordinate with clients to schedule interviews and facilitate the hiring process. Build and maintain relationships with healthcare professionals to...Remote workFlexible hours
The Business Tree
Salt Lake City, UT2 days ago $50k
...About the role As an Executive Recruiter, you will be a part of a dynamic team of Recruiters, that focuses on the Candidate and the Client. Get ready to manage both sides of the desk, while helping your Clients and Candidates Thrive! The Executive Recruiter is...Full timeContract workTemporary workLHH
Salt Lake City, UT2 days ago- Wendy's - Bountiful is looking for a full time or part time Restaurant Staff team member to join our team in Bountiful, UT. The Restaurant Staff team member is responsible for customer service and commitment to excellence through meeting or exceeding hospitality and service...Full timePart timeImmediate start
Wendy's - Bountiful
Bountiful, UT4 days ago $75k - $90k
Talent Acquisition Sourcer – DBM Global Inc. Location: Salt Lake City, UT – Salary: $75,000–$90,000 Seniority Level: Entry Level – Employment Type: Full-Time Employee Value Proposition This is a great opportunity for someone looking to begin their career in Human Resources...Full timeInternshipImmediate startDBM Global Inc
Salt Lake City, UT1 day ago- ...Construction Recruiter works closely to provide day‑to‑day support on all talent acquisition related activities within their assigned client group. The successful candidate will work closely with hiring managers, and act as an ambassador of Telecon’s values. A strategic...Work experience placement
Telecon
Salt Lake City, UT2 days ago $7.5k - $15k
...Job Description Legit Work From Home Position Work from Home Position compensation: Commission Talent Acquisition Specialist/ Recruiters I am looking for a few confident recruiters to start within the next week. We recently got approved for many nationwide...Permanent employmentFull timeContract workTemporary workPart timeReliefWork at officeRemote workWork from homeFlexible hoursNorthstar Staffing Solutions
Salt Lake City, UT2 days ago$40k - $50k
Retail Sales Consultant Ready to level up your career? At Prime Communications, you'll earn competitive pay, develop valuable sales skills, and have the opportunity to grow into leadership roles with the largest authorized AT&T retailer in the U.S. With over 2,000 locations...Full timeLocal areaAfternoon shiftPrime Communications
Woods Cross, UT2 days ago- ...customer interaction, strong communication skills and the ability to represent A&Z in a way that creates an engaging and positive client experience · Reliable, punctual, and flexible Complete all initial invoicing accurately prior to submitting to the driver before...Part timeWork at officeLocal areaMonday to FridayFlexible hours
A & Z LLC
North Salt Lake, UT27 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!
Related searches
- client service representative Bountiful, UT
- technical customer service advisor Bountiful, UT
- insurance customer service advisor Bountiful, UT
- client solutions specialist Bountiful, UT
- customer service associate Bountiful, UT
- customer experience associate Bountiful, UT
- social service representative Bountiful, UT
- full time customer service associate Bountiful, UT
- client experience specialist Bountiful, UT
- customer experience agent Bountiful, UT