Job Description

Welcome aboard! We're looking for a warm and organized Onboarding Specialist to join our team. Imagine being the first friendly face our new clients meet, the person who makes them feel completely at ease as they begin their journey with us. That's you! In this role, you'll be the go-to expert, guiding them through the exciting first steps, answering their questions with a smile, and ensuring they have everything they need to feel confident and supported. We believe that a great start leads to a lasting relationship, and your role is absolutely key to setting that positive tone. If you have a knack for making people feel welcomed and a talent for clear communication, you'll fit right in. Come help us create fantastic first impressions and build strong foundations for our clients!

Salary: $40,000.00 - $45,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Dental Insurance

Vision Insurance

Health Insurance

Mon-Fri Schedule

Retirement Plan

Responsibilities

• Welcome new clients and guide them through the initial stages of their engagement with our services.
• Clearly explain our offerings and processes, ensuring clients understand their new accounts.
• Call new policyholders to welcome them to the agency and explain next steps
• Collect and follow up on required compliance documents and signatures (e-signatures, forms, ID, etc.)
• Ensure all onboarding items are completed accurately and on time
• Make outbound calls to new inbound leads and prospects who have requested information
• Answer basic coverage and process questions, routing complex items to licensed agents

Update client and prospect records accurately in the agency management system

Follow up consistently via phone, text, and email to prevent stalled onboarding

Maintain a high level of professionalism and customer satisfaction

Requirements

Previous experience in customer service or a related client-facing role.

Excellent communication skills, both written and verbal.

Strong organizational and time management abilities.

Proficiency with standard office software (e.g., Microsoft Office Suite,CRM or agency management system experience preferred).

A positive and empathetic demeanor.

Insurance experience a plus (Allstate experience a strong plus, but not required)