What are the responsibilities and job description for the New Client Onboarding Specialist position at CG Financial Services?
Job Overview
The Client Onboarding Specialist for Personal Lines is a cornerstone of the agency's high-touch, concierge client experience. This role is responsible for delivering a white-glove onboarding experience for high-net-worth individuals and families, ensuring a seamless, confident, and deeply personalized transition into the agency.
Beyond onboarding, this position is designed as a developmental role that builds the technical knowledge, relationship skills, and client insights needed to support future growth initiatives, including consultative sales and client expansion opportunities.
Base salary $40,000 - $50,000 based on experience.
Opportunities for bonuses and growth are available.
Salary Range: $40, $50,000.00 per year
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Free Coffee
Free Soda
Team Building Events
Opportunities to participate in community volunteering and outreach initiatives
Support for professional development, continuing education, and industry certifications
Dental Insurance
Retirement Plan
Hands on Training
Requirements
- 2 years of experience in personal lines insurance, client service, or a high-touch professional services environment
- Exceptional communication skills with a calm, confident, concierge-level presence
- Highly organized with strong attention to detail and follow-through
- Comfort working with affluent clients and complex household structures
- Personal Lines license or ability to obtain
Responsibilities
- Serve as the primary onboarding contact for new high-net-worth personal lines clients
- Coordinate all onboarding activities, including policy setup, documentation, carrier requirements, and internal handoffs
- Ensure all client information, exposures, and household details are accurately captured and documented
- Track onboarding milestones to ensure timely, flawless execution
- Partner closely with producers, advisors, and service teams to ensure continuity and consistency
- Identify opportunities to introduce additional agency resources or services as appropriate
About Us
CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client's unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset.
Our Core Values:
We are not just looking for a specific skillset. We are looking for someone who lives our values and contributes to our team's positive momentum and shared success.
- Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
- Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
- Self-Motivated: You are driven, proactive, and unafraid to take initiative or tackle challenges.
- Authentic: You operate with honesty, integrity, and a no drama, no politics approach.
- Positively Impact People: You care about helping others grow, your team, clients, and community, and believe in collective success.
Salary : $40,000 - $50,000