Are 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? We’re looking for a proactive, customer-focused Onboarding & Retention Specialist to join our growing insurance team!

What You’ll 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 what’s 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.

Salary Range: $14.50 per hour

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Must be willing to obtain or already have insurance licenses!

In-office position | Monday–Friday, 10 AM – 3 PM (25 hours/week)

Ideal for candidates seeking a consistent part-time schedule

Opportunity for full-time hours and career growth in the future!

Customer service or account management (preferred)

Strong communication and organizational skills — you know how to juggle tasks and still keep things personal

A solutions-oriented mindset and the confidence to advise clients on products and processes

Active insurance license or willingness to obtain one (bonus points if you already have it!)

Tech-savvy and comfortable learning new tools and systems