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.

Salary Range: $38,000.00 - $45,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

Health Insurance

Vision Insurance

Dental Insurance

Active Property & Casualty (P&C) License REQUIRED (or willing to obtain license)

Strong attention to detail and organizational skills

Excellent communication skills (written and verbal)

Ability to multitask and manage a high volume of service requests

Client-first mindset with a focus on retention

• 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

Mason Crapo Farmers Insurance is an energetic and professional agency dedicated to protecting what matters most to our clients. Join our dynamic team and help us deliver top-tier insurance solutions with passion and precision. We foster a supportive environment where growth and client satisfaction are paramount. Explore a rewarding career with us!