Director of Welcome & Client Experience

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

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.