Customer Onboarding Specialist

Amanda Verde - State Farm Agency; Kaufman (TX); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Commission opportunities

PTO & vacation benefits

Part-time schedule

Job summary

Amanda Verde State Farm Agency in Kaufman, TX seeks a Customer Onboarding Specialist to welcome new clients and guide them through essential insurance steps. You will explain policy details, gather documents, and coordinate with the team to ensure a smooth onboarding experience.

The role emphasizes excellent communication, accuracy, and building trusting relationships with clients. This position offers a supportive team environment and opportunities for professional growth in insurance.

Qualifications

• Strong communication and customer service skills.
• Professional, friendly demeanor and a genuine interest in helping others.
• Organizational skills with keen attention to detail and reliable follow-through.
• Comfortable with using the phone, managing multiple tasks, and working in a fast-paced environment.
• Basic computer proficiency and willingness to learn agency systems and software.
• Active Property and Casualty insurance license or ability to obtain in Texas.
• Previous experience in customer service, administrative support, sales, or insurance is helpful but not required.
• Spanish language skills are a plus but not mandatory.

Responsibilities

• Welcome new customers and assist them in getting started with their insurance policies.
• Communicate with clients via phone, email, and other channels to follow up on onboarding steps and documentation needs.
• Explain policy details, required documentation, and next steps in clear, customer-friendly language.
• Guide clients through paperwork, account setup, and address any policy-related inquiries they may have.
• Schedule appointments and coordinate with team members to deliver a seamless customer experience.
• Identify opportunities to support customers with additional insurance needs and refer them to the appropriate team member.
• Maintain accurate records of customer interactions, onboarding progress, and outstanding items requiring follow-up.
• Deliver friendly, professional service that builds trust and fosters long-term client relationships.

Skills

Communication

Customer service

Organizational skills

Multitasking

Phone etiquette

Willingness to learn

Education

Insurance license (P&C) or ability to obtain in TX

Tools

CRM software

Job description

The Customer Onboarding Specialist is an integral member of the Amanda Verde State Farm Agency team, focusing on ensuring that new customers have a seamless and supportive introduction to our insurance services. This position is designed for individuals who are passionate about customer service, relationship building, and providing accurate, helpful information to those navigating the insurance onboarding process. As a Customer Onboarding Specialist, you will be the first point of contact for new clients, guiding them through essential steps, answering their questions, and setting the foundation for positive, long-term client relationships. This full-time or part-time role is ideal for those looking to develop their professional skills in a collaborative insurance agency environment.

Located in Kaufman, TX, Amanda Verde State Farm Agency is committed to helping individuals, families, and businesses protect what matters most. As a Customer Onboarding Specialist, you will play a critical role in delivering our agency’s mission of personalized service and tailored insurance options. You’ll work closely with our dedicated team, coordinating efforts to ensure every new customer feels valued and informed from their very first interaction. The position offers opportunities to grow within the insurance industry while making a real difference in people’s lives.

In this dynamic and rewarding role, you’ll have the chance to interact with a diverse range of customers, providing guidance and support as they embark on their insurance journey. The Customer Onboarding Specialist position offers a supportive team environment, opportunities for professional development, and a chance to build strong foundational skills in customer service, communication, and sales. If you are detail-oriented, personable, and thrive on helping others, this could be the perfect next step in your career.

Customer Onboarding Specialist - Summary

As a Customer Onboarding Specialist, your primary responsibility is to welcome new clients to the Amanda Verde State Farm Agency, ensuring their onboarding experience is smooth, efficient, and positive. You will provide essential information about insurance policies, facilitate account setup, and serve as a reliable resource for any onboarding-related questions. The role requires strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. You will work collaboratively with other team members to identify additional customer needs and opportunities for further engagement, all while maintaining accurate documentation and records.

Duties & Responsibilities

• Welcome new customers and assist them in getting started with their insurance policies through Amanda Verde State Farm Agency.
• Communicate with clients via phone, email, and other channels to follow up on onboarding steps and documentation needs.
• Explain policy details, required documentation, and next steps in clear, customer-friendly language.
• Guide clients through paperwork, account setup, and address any policy-related inquiries they may have.
• Schedule appointments and coordinate with team members to deliver a seamless customer experience.
• Identify opportunities to support customers with additional insurance needs and refer them to the appropriate team member.
• Maintain accurate records of customer interactions, onboarding progress, and outstanding items requiring follow-up.
• Deliver friendly, professional service that builds trust and fosters long-term client relationships.
• Uphold agency standards for confidentiality, compliance, and customer care at all times.

Salary & Benefits

• Competitive hourly pay, commensurate with experience and qualifications.
• Commission opportunities alongside base pay.
• Paid time off (PTO) and vacation benefits.
• Flexible part-time schedule, ideal for those seeking to build experience in the insurance industry.

Qualifications & Requirements

• Strong communication and customer service skills.
• Professional, friendly demeanor and a genuine interest in helping others.
• Organizational skills with keen attention to detail and reliable follow-through.
• Comfortable with using the phone, managing multiple tasks, and working in a fast-paced environment.
• Basic computer proficiency and a willingness to learn agency systems and software.
• Active Property and Casualty insurance license or the ability to obtain the required license in Texas.
• Previous experience in customer service, administrative support, sales, or insurance is helpful but not required.
• Spanish language skills are a plus but not mandatory.

Ideal Candidate Snapshot

• Dependable, personable, and motivated by helping people feel confident about their insurance decisions.
• Enjoys building relationships and working collaboratively within a team environment.
• Quick to learn and adapt to new systems and procedures.
• Values accuracy, professionalism, and strives to exceed customer expectations.

Other Relevant Information

• Amanda Verde State Farm Agency is dedicated to providing a welcoming and supportive work environment where team members can develop valuable skills and grow their careers in insurance.
• Our agency is proud to serve the Kaufman, TX community, offering a positive and close-knit atmosphere for both staff and clients.
• This position is an excellent starting point for those interested in pursuing further opportunities within the insurance and financial services industry.
• We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status.