What are the responsibilities and job description for the Client Onboarding Specialist position at Mason Crapo Farmers Insurance?
Job Overview
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.
Salary Range: $38,000.00 - $45,000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Hands on TrainingMon-Fri Schedule
Career Growth Opportunities
Flexible Schedule
Health Insurance
Vision Insurance
Dental Insurance
Requirements
- 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
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
About Us
Mason Crapo Farmers Insurance is an energetic and professional agency dedicated to protecting what matters most to our clients. Join our dynamic team and help us deliver top-tier insurance solutions with passion and precision. We foster a supportive environment where growth and client satisfaction are paramount. Explore a rewarding career with us!
Salary : $38,000 - $45,000