Job DescriptionJob DescriptionAre you passionate about helping people feel confident and protected? Do you have a knack for building relationships, educating others, and making sure no detail slips through the cracks? Were looking for a proactive, customer-focused Onboarding & Retention Specialist to join our growing insurance team!What Youll Do:Be the welcoming voice for new clients walk them through onboarding, ensure they understand their policies, and set the tone for a great relationship.Help current clients manage their accounts, keep policies active, and make informed decisions about their coverage.Proactively reach out to discuss additional coverage options and cross-sell lines that complement their existing policies.Educate clients on how their coverage works from whats included to how to file a claim when the unexpected happens.Support clients during the claims process and serve as a trusted advisor every step of the way.Work closely with internal teams to ensure a seamless experience and deliver top-tier service.
BenefitsHourly Base Salary + Commission + Bonus OpportunitiesPaid Time Off (PTO)Flexible ScheduleHands on TrainingMon-Fri ScheduleEvenings OffCareer Growth Opportunities
Responsibilities
Customer service or account management (preferred)Strong communication and organizational skills you know how to juggle tasks and still keep things personalA solutions-oriented mindset and the confidence to advise clients on products and processesActive insurance license or willingness to obtain one (bonus points if you already have it!)Tech-savvy and comfortable learning new tools and systems
Requirements
Must be willing to obtain or already have insurance licenses! In-office position | MondayFriday, 10 AM 3 PM (25 hours/week)Ideal for candidates seeking a consistent part-time scheduleOpportunity for full-time hours and career growth in the future!
