What are the responsibilities and job description for the Onboarding Specialist position at Mason Crapo Farmers Insurance?
Job Overview
We are building a high-performance insurance agency focused on Auto, Home, Business, and Life insurance. As we scale, delivering a seamless and professional client onboarding experience is critical. This role ensures every new client feels confident, informed, and taken care of from day one.
Salary Range: $36,000.00 - $45,000.00 per year
Benefits
Annual Base Salary Bonus Opportunities
Hands on TrainingMon-Fri Schedule
Career Growth Opportunities
Requirements
Active Property & Casualty (P&C) License REQUIRED
Prior insurance service experience preferred
Strong attention to detail and organizational skills
Excellent communication skills (written and verbal)
Ability to multitask and manage a high volume of service requests
Client-first mindset with a focus on retention
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
Salary : $36,000 - $45,000