Client Onboarding Manager

Farmers Group Inc.; Northern (KY); Hybrid; USD 76,000 - 138,000; Full time

Benefits offered by this job

Bonus Opportunity

401(k)

Medical

Vision

Health Savings Account

Flexible Spending Account

Job summary

Farmers Group Inc. is seeking a Client Onboarding Manager to lead the onboarding experience from implementation through adoption, coordinating with internal teams and clients to deliver tailored solutions and ready processes.

This role drives execution excellence, engagement, and aligned reporting for ongoing performance. Responsibilities include end-to-end onboarding, cross-functional plan design, and ensuring organizational readiness for long-term client success.

Qualifications

• Minimum four years of experience in insurance, distribution, project management, or related field.
• Book consolidation experience preferred but not required.
• Excellent collaboration and team-building skills.
• Demonstrated time management and priority setting abilities.
• Strong ability to represent the company with external constituents.

Responsibilities

• Lead onboarding execution and delivery, coordinating client interactions and timelines for a seamless implementation.
• Partner cross-functionally to design onboarding plans and establish reporting solutions for performance visibility.
• Maintain records, monitor performance, and drive process improvements to support ongoing client success.

Skills

Collaboration skills

Time management

External stakeholder communication

Technical aptitude

Education

High School Diploma or equivalent

Bachelor's degree preferred in business or related technical field

Tools

PowerBI

Microsoft Office

AI tools

Job description

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Client Onboarding Manager

35822

We are Farmers – where ambition meets opportunity.

At Farmers, we’re not just known for unforgettable jingle – we’re a team with a passion for purpose and making a real difference in people’s lives. We deliver peace of mind when it matters most. Our results-driven, high-performance culture thrives on creativity, accountability and bold solutions. Here, growth isn’t just a goal – it’s a way of life for both the organization and every individual on our team. We tackle challenges head‑on, learn from every experience and measure our impact on the customers who trust us.

Join an award‑winning, equal opportunity employer, where you’ll find more than a job – you’ll find a supportive community. Enjoy competitive benefits, take part in meaningful volunteer projects, and help shape the future alongside talented colleagues across all backgrounds. At Farmers, helping others is at the heart of what we do.

Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.

Job Summary

• This role leads the client onboarding experience, ensuring a seamless transition from implementation through adoption.
• It serves as a liaison across internal teams and clients to deliver tailored solutions, establish operational readiness, and enable long‑term success.
• The position drives execution excellence, fosters engagement, and ensures processes, systems, and reporting are aligned to support ongoing performance.

Essential Job Functions

• Lead onboarding execution and delivery, including planning, coordinating, facilitating client interactions, and managing timelines, milestones, and communications to ensure successful and timely implementation. Own the end-to-end onboarding experience, serving as the primary contact and ensuring a seamless implementation that drives client satisfaction and long‑term success.
• Partner cross‑functionally to design and execute tailored onboarding implementation plans that address client needs and ensure organizational readiness. Drive reporting readiness by establishing data connections, defining requirements, and implementing reporting solutions to support performance visibility and business insights.
• Drive quality, compliance, and continuous improvement by maintaining accurate records, monitoring performance, and identifying process enhancements. Enable client success and adoption by educating client teams, supporting engagement, and facilitating a smooth transition to ongoing relationship management. Perform other duties as assigned.

Physical Actions

Job is performed in-person at a Farmers office or virtually at an approved alternative work location. The physical work environment is indoors and climate‑controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Frequently sits for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including, navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and/or places objects or materials weighing up to 25 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Rarely performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co‑workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category require rare, if any, travel.

Education Requirements

• High School Diploma or equivalent required. Bachelors degree preferred in business or related technical field.

Experience Requirements

• Minimum four years of experience required in insurance, distribution, project management, or related field.
• Book consolidation experience preferred but not required.

Additional Qualification

• Excellent collaboration and team building skills. Effective interpersonal skills. Demonstrated time management and priority setting skills.
• Ability to represent the company with external constituents. Possesses strong technical aptitude.
• Proficient in Microsoft Office products, PowerBI reporting, and AI tools. Proactively approaches responsibilities.
• Farmers offers a competitive salary commensurate with experience, qualifications and location.
  o CA Only: $81,375 - $137,940
  o CO & ME:$76,275 - $119,350
  o HI/IL/MN/VT Only:$76,275 - $127,490
  o MA Only:$76,275 - $127,490
• o MD & VA:$76,275 - $127,490
  o DC/NJ/NY/OH Only: $76,275 - $137,940
  o Albany County, NY/Cleveland, OH: $81,375 - $119,350
  o WA Only: $80,168 - $144,875
• Bonus Opportunity (based on Company and Individual Performance)
• 401(k)
• Medical
• Vision
• Health Savings and Flexible Spending Accounts

Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws.