Client Onboarding Manager

Farmers Insurance; United States; Hybrid; USD 76,000 - 138,000; Full time

Job summary

Farmers Insurance seeks a seasoned professional to lead the client onboarding experience from implementation through adoption. You will coordinate internal teams and clients to deliver tailored solutions, ensuring operational readiness and long-term success.

The role emphasizes execution excellence, engagement, and alignment of processes, systems, and reporting to support ongoing performance in a hybrid/office environment.

Qualifications

• High School Diploma or equivalent required; Bachelor’s degree preferred in business or related technical field.
• Minimum four years of experience in insurance, distribution, project management, or related field.

Responsibilities

• Lead onboarding execution and delivery, including planning, coordinating, facilitating client interactions, and managing timelines, milestones, and communications to ensure successful and timely implementation.
• Partner cross-functionally to design and execute tailored onboarding implementation plans that address client needs and ensure organizational readiness.
• Drive quality, compliance, and continuous improvement by maintaining accurate records, monitoring performance, and identifying process enhancements.

Skills

Collaboration

Interpersonal skills

Time management

Priority setting

External representation

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

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. Workplace: Hybrid ( ), Remote ( ) 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.

Benefits

• Farmers offers a competitive salary commensurate with experience, qualifications and location.
• CA Only: $81,375 - $137,940
• CO & ME: $76,275 - $119,350
• HI/IL/MN/VT Only: $76,275 - $127,490
• MA Only: $76,275 - $127,490
• o MD & VA: $76,275 - $127,490
• DC/NJ/NY/OH Only: $76