Onboarding Specialist Insurance Agency (Life, Property & Casualty)
Job Description
About Us
We are a fast-growing Property Casualty insurance agency committed to delivering exceptional service while helping clients protect what matters most. As we continue to expand our Life Retirement division, we're looking for an organized, proactive, and customer-focused Onboarding Specialist, to ensure every new client has a seamless experience and is successfully connected with our licensed specialists.
Position Summary
The Onboarding Specialist plays a critical role in our client journey. Your chief mission is to successfully onboard new clients, and schedule qualified Life Retirement appointments for our licensed specialists.
You'll serve as the bridge between our PC clients and our Life Retirement team, ensuring clients understand the value of a comprehensive financial protection review while creating a smooth, professional experience from start to finish.
This role is ideal for someone who enjoys building relationships, staying organized, works for positive outcomes/ results and helping clients take the next step toward protecting their financial future.
Key Responsibilities
• Welcome and onboard new Property Casualty insurance clients.
• Contact new and existing clients to schedule Life Retirement consultations.
• Educate clients on the benefits of a comprehensive insurance and financial review.
• Manage appointment calendars for our Life Retirement Specialists.
• Follow up with clients via phone, text, and email to maximize appointment attendance.
• Maintain accurate client records with the agency CRM.
• Coordinate with producers, account managers, and specialists to ensure a seamless client experience.
• Track appointment metrics and follow-up activities.
• Help improve onboarding processes and client communication workflows.
Success Looks Like
Successful candidates will consistently:
• Schedule a high percentage of eligible clients with Life Retirement Specialists.
• Maintain strong appointment show rates.
• Deliver an exceptional onboarding experience.
• Build trust with clients through professional communication.
• Keep accurate and organized client records.
• Work collaboratively with the entire agency team.
Required
• Excellent communication and interpersonal skills
• Strong phone presence
• Highly organized with great attention to detail
• Comfortable using CRM systems and Microsoft Office
• Ability to manage multiple priorities in a fast-paced environment
• Positive, coachable attitude
• Licensed in Property Casualty and Life
• Self-motivated and goal-oriented
• Insurance agency experience
Preferred
• Customer service or account management experience
• Appointment-setting or inside sales experience
• Experience working with Life Insurance or Financial Services
Paid Time Off (PTO)###Work from Home###Health Insurance###Dental Insurance###Vision Insurance###Mon-Fri Schedule###Retirement Plan###
