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.
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
Requirements
- Active Property Casualty (PC) 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
Benefits
Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Flexible Schedule###Health Insurance###Vision Insurance###Dental Insurance###
Vacancy posted 8 days ago
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