Client Onboarding & Service Rep

Dalton McCarthy Allstate Agency; Manorville (NY); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

PTO

Tuition Reimbursement

Retirement Plan

Bonus Opportunities

Licensing Assistance

Work-Life Balance

Holidays Off

Paid Holidays

Advancement Opportunities

Performance Bonuses

Job summary

Dalton McCarthy Agency is seeking a Client Onboarding & Service Rep in the United States to welcome new clients after policy purchase, guide them through coverage, and strengthen relationships for long-term retention.

The role focuses on onboarding, renewals, and identifying cross-sell opportunities, with strong phone, email, and text communication essential.

Qualifications

• Required license or certification in insurance.
• Personable and energetic with customers.
• Enthusiasm for helping people with their insurance needs.
• Strong phone communication and relationship-building skills.
• Effective email and text communication.
• Ability to identify appropriate cross-sell opportunities.

Responsibilities

• Onboard new clients after they purchase insurance policies.
• Identify cross-sell opportunities during onboarding.
• Review renewals and identify additional coverage opportunities.
• Service policies when customer service support is needed.
• Communicate with clients by phone, email, and text.
• Resolve customer questions and coverage-related concerns.

Skills

Customer service

Phone communication

Cross-sell opportunities

Relationship-building

Job description

Job Description

You’re great at making people feel comfortable, asking the right questions, and spotting opportunities to help a customer more fully. At Dalton McCarthy Agency, you’ll help new clients get settled, ensure existing clients understand their coverage, and strengthen relationships that last for years.

As our Client Onboarding & Service Rep, your day will include welcoming new clients after they purchase a policy, walking them through their policy, and identifying additional coverage that genuinely makes sense for their needs. You’ll also conduct renewal reviews with existing clients, identify cross-sell opportunities, and occasionally jump in to support the customer service team when needed. Much of your work will happen over the phone, email, and text, so clear communication and a personable approach matter.

The agency was purchased in January 2025 after its owner spent years as the operating manager. Since then, he and the team have built a productive, reputable agency with a strong focus on clear expectations, open communication, and giving employees the freedom and support to accomplish their goals. You’ll have an open-door leader, hands-on support, and a clear path to grow into a Customer Service Manager role.

The pay is $20-$25 per hour based on experience, with bonus opportunities, PTO, paid holidays, and a Monday-Friday schedule with evenings and weekends off.

If you want to build strong client relationships and grow with an agency that invests in its people, we’d love to meet you.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Bonus Opportunities
• Licensing Assistance
• Work-Life Balance
• Holidays Off
• Paid Holidays
• Advancement Opportunities
• Performance Bonuses

Responsibilities

• Onboard new clients after they purchase insurance policies.
• Identify cross-sell opportunities during client onboarding.
• Review renewals and identify additional coverage opportunities.
• Service policies when customer service support is needed.
• Communicate with clients by phone, email, and text.
• Solve customer questions and coverage-related concerns.

Requirements

• Required insurance license or certification.
• Personable, energetic approach with customers.
• Enthusiasm for helping people with their insurance needs.
• Strong phone communication and relationship-building skills.
• Effective email and text communication.
• Ability to identify appropriate cross-sell opportunities.