Client Onboarding & Service Rep

You’re great at making people feel comfortable, asking the right questions, and spotting opportunities to help a customer more fully. At Dalton McCarthy Agency
, you’ll help new clients get settled, ensure existing clients understand their coverage, and strengthen relationships that last for years.

As our Client Onboarding & Service Rep
, your day will include welcoming new clients after they purchase a policy, walking them through their policy, and identifying additional coverage that genuinely makes sense for their needs. You’ll also conduct renewal reviews with existing clients, identify cross-sell opportunities, and occasionally jump in to support the customer service team when needed. Much of your work will happen over the phone, email, and text, so clear communication and a personable approach matter.

The agency was purchased in January 2025 after its owner spent years as the operating manager. Since then, he and the team have built a productive, reputable agency with a strong focus on clear expectations, open communication, and giving employees the freedom and support to accomplish their goals. You’ll have an open-door leader, hands-on support, and a clear path to grow into a Customer Service Manager role.

The pay is $20-$25 per hour based on experience
, with bonus opportunities, PTO, paid holidays, and a Monday-Friday schedule with evenings and weekends off.

If you want to build strong client relationships and grow with an agency that invests in its people, we’d love to meet you.

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Bonus Opportunities
• Licensing Assistance
• Work-Life Balance
• Holidays Off
• Paid Holidays
• Advancement Opportunities
• Performance Bonuses

• Onboard new clients after they purchase insurance policies.
• Identify cross-sell opportunities during client onboarding.
• Review renewals and identify additional coverage opportunities.
• Service policies when customer service support is needed.
• Communicate with clients by phone, email, and text.
• Solve customer questions and coverage-related concerns.

• Required insurance license or certification.
• Personable, energetic approach with customers.
• Enthusiasm for helping people with their insurance needs.
• Strong phone communication and relationship-building skills.
• Effective email and text communication.
• Ability to identify appropriate cross-sell opportunities.