Director of Welcome

Oakview Insurance Services, Inc.; Welcome (MN); On-site; USD 26,000 - 30,000; Full time

Job summary

Oakview Insurance Services, Inc. invites applications for a full-time Director of Welcome. Based in Minnesota, this role focuses on exceptional client service, onboarding, and coordinating with the Operations team to greet clients and handle administrative tasks.

The position offers a pathway to licensed status within a year, strong team collaboration, and opportunities to contribute to training and process improvements. Compensation includes hourly pay and bonuses.

Qualifications

• Friendly and positive, with a genuine desire to help people.
• Proficient in Microsoft Excel, Word, and Outlook.
• Able to meet deadlines without supervision.
• Strong attention to detail and organization skills.
• Strong verbal and written communication skills, including proper spelling and grammar.
• Desire to help those in their community through volunteer work.

Responsibilities

• Greet clients in person and over the phone with a warm welcome.
• Process mortgagee changes received via mail or phone promptly and accurately.
• Handle non-premium-bearing policy endorsements.
• Manage incoming and outgoing mail, ensuring timely processing.
• Respond to client inquiries via text, phone, and walk-ins, prioritizing first-contact resolution.
• Assist clients with billing inquiries, nonrenewal issues, and inspection findings.
• Process billing notices through client phone calls as needed.
• Provide clients with minor documentation requests, including declarations pages, ID cards, and receipts.
• Review reinstatement and endorsement downloads for accuracy.
• Notify account managers of faxes, voicemails, emails, or texts that require attention.
• Log all transactions and correspondence with prospects, clients, carriers and third parties in our client management system.
• Collect and process inspection information from carriers.
• Perform additional duties as assigned to support operational efficiency.
• Contribute to the training/onboarding of team members as needed.

Skills

People skills

Teamwork

Communication

Attention to detail

Time management

Ethical behavior

Community minded

Tools

Microsoft Excel

Word

Outlook

Job description

Director of Welcome

At Oakview Insurance Services, Inc., we offer the opportunity to be part of something exceptional. We’re currently opening a full-time Director of Welcome position to join our award-winning team who headquarters in Yuba City, CA.

This is a unique opportunity to step into a role within the region’s fastest growing and most respected independent insurance agencies. This is not a job; this is a career. It’s a chance to grow with a company that values excellence, rewards initiative, and believes that great people are the cornerstone of everything we do.

We’re proud to deliver a better insurance experience rooted in integrity, education, and service. We are deeply invested in our community and committed to paying forward our success.

If you take pride in your work, strive for mastery, and are ready to elevate your career, Oakview is the place for you.

Mission Of The Director Of Welcome

To serve the customer base so extraordinarily that clients tell their friends and family about our agency. By using rapport building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently. This includes being the first line of defense on service items and only passing on the ones that require an experienced or licensed agent. This position must be open to becoming licensed within one year to help our service team with endorsements. If you are looking for an opportunity to be in long-term, we are the place to offer the best support and training to take you to the next level.

Principal Responsibilities

• Reports to Director of Operations
• Greet clients in person and over the phone with a warm welcome
• Process mortgagee changes received via mail or phone promptly and accurately.
• Handle non-premium-bearing policy endorsements.
• Manage incoming and outgoing mail, ensuring timely processing.
• Respond to client inquiries via text, phone, and walk-ins, prioritizing first-contact resolution.
• Assist clients with billing inquiries, nonrenewal issues, and inspection findings.
• Process billing notices through client phone calls as needed.
• Provide clients with minor documentation requests, including declarations pages, ID cards, and receipts.
• Review reinstatement and endorsement downloads for accuracy.
• Notify account managers of faxes, voicemails, emails, or texts that require attention.
• Log all transactions and correspondence with prospects, clients, carriers and third parties in our client management system.
• Collect and process inspection information from carriers.
• Perform additional duties as assigned to support operational efficiency.
• Contribute to the training/onboarding of team members as needed.

Who You Need To Be

• Friendly and positive, with a genuine desire to help people.
• Proficient in Microsoft Excel, Word, and Outlook
• You are ready to be a team player and thrive in a collaborative environment
• You are patient, kind, trustworthy, ethical, and honest
• You can analyze a situation, identify issues and solve them with minimum input from others.
• Able to meet deadlines without supervision.
• Technology should be your friend! We operate a paperless office and look for ways to offer employees and clients tech-friendly solutions
• Strong attention to detail and organization skills.
• Strong verbal and written communication skills, including proper spelling and grammar.
• Have a desire to help those in their community through volunteer work

Compensation

$19-$22.00/hour plus team bonuses. Other benefits include:

• PTO
• Paid holidays
• 401(K) match of pay

Experience Requirements

No previous insurance experience is required. Previous admin experience is a plus.