Remote Licensed Healthcare Insurance Agent

We are a fast-growing Property & Casualty insurance agency committed to delivering exceptional service while helping clients protect what matters most. As we continue to expand our Life & Retirement division, we're looking for an organized, proactive, and customer-focused Onboarding Specialist, to ensure every new client has a seamless experience and is successfully connected with our licensed specialists.

The Onboarding Specialist plays a critical role in our client journey. Your chief mission is to successfully onboard new clients, and schedule qualified Life & Retirement appointments for our licensed specialists.

You'll serve as the bridge between our P&C clients and our Life & Retirement team, ensuring clients understand the value of a comprehensive financial protection review while creating a smooth, professional experience from start to finish.

This role is ideal for someone who enjoys building relationships, staying organized, works for positive outcomes/ results and helping clients take the next step toward protecting their financial future.

• Paid Time Off (PTO)
• Health Insurance
• Vision Insurance
• Mon-Fri Schedule
• Retirement Plan

• Welcome and onboard new Property & Casualty insurance clients.
• Contact new and existing clients to schedule Life & Retirement consultations.
• Educate clients on the benefits of a comprehensive insurance and financial review.
• Manage appointment calendars for our Life & Retirement Specialists.
• Follow up with clients via phone, text, and email to maximize appointment attendance.
• Maintain accurate client records with the agency CRM.
• Coordinate with producers, account managers, and specialists to ensure a seamless client experience.
• Track appointment metrics and follow-up activities.
• Help improve onboarding processes and client communication workflows.

• Schedule a high percentage of eligible clients with Life & Retirement Specialists.
• Maintain strong appointment show rates.
• Deliver an exceptional onboarding experience.
• Build trust with clients through professional communication.
• Keep accurate and organized client records.
• Work collaboratively with the entire agency team.

• Excellent communication and interpersonal skills
• Strong phone presence
• Highly organized with great attention to detail
• Comfortable using CRM systems and Microsoft Office
• Ability to manage multiple priorities in a fast-paced environment
• Licensed in Property & Casualty and Life
• Self-motivated and goal-oriented
• Insurance agency experience

• Customer service or account management experience
• Appointment-setting or inside sales experience
• Experience working with Life Insurance or Financial Services