Onboarding Specialist
Mason Crapo Farmers Insurance • Bountiful, Utah • Posted July 05, 2026
About the Role
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.
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 sa...