Client Onboarding Specialist

Mason Crapo Farmers InsuranceBountiful, UT

$38,000 - $45,000 / year

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Overview

Remote

On-site

Compensation

$38,000-$45,000/year

Job Description

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: $38000.00 - $45000.00 per year

Benefits

Annual Base Salary + Commission+ Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

Health Insurance

Vision Insurance

Dental Insurance

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

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

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FAQs About Client Onboarding Specialist Jobs at Mason Crapo Farmers Insurance

What is the work location for this position at Mason Crapo Farmers Insurance?

This job at Mason Crapo Farmers Insurance is located in Bountiful, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Mason Crapo Farmers Insurance?

Candidates can expect a pay range of $38,000 and $45,000 per year.

What employment applies to this position at Mason Crapo Farmers Insurance?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Mason Crapo Farmers Insurance?

You can apply for this role at Mason Crapo Farmers Insurance either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.