Insurance Onboarding & Client Relations Specialist

Farmers Insurance - James Carpenter Agency; Port Neches (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Retirement Plan

Mon-Fri Schedule

Job summary

The James Carpenter Agency in Port Neches, TX is seeking an Onboarding Sales Specialist to serve as the first point of contact for new clients and to guide them through coverage options. This role emphasizes clear communication, relationship-building, and proactive protection recommendations.

You will maintain client records in our agency management system and collaborate with the agency owner to refine outreach strategies, all within a supportive, local environment.

Qualifications

• Active Texas General Lines Property & Casualty license.
• Active Texas Life & Health license.
• Previous experience in an insurance agency setting.
• Strong command of agency management systems and Microsoft Office.
• Clear and articulate communication style for building client rapport.

Responsibilities

• Guide new policyholders through the onboarding process, ensuring they fully understand their coverage options.
• Review existing client portfolios to identify gaps in protection and provide proactive coverage recommendations.
• Connect with prospective clients to explain the value of the Farmers brand and our agency’s commitment to service.
• Maintain accurate client records within our agency management software to ensure seamless service delivery.
• Collaborate with the agency owner to refine our sales processes and outreach strategies.
• Foster a welcoming atmosphere in our office by greeting clients with a helpful and supportive attitude.

Skills

Clear communication

Multitasking

Microsoft Office

Agency management systems

Tools

Agency management software

Microsoft Office suite

Job description

The James Carpenter Agency in Port Neches, TX is seeking an Onboarding Sales Specialist to serve as the first point of contact for new clients and to guide them through coverage options. This role emphasizes clear communication, relationship-building, and proactive protection recommendations.

You will maintain client records in our agency management system and collaborate with the agency owner to refine outreach strategies, all within a supportive, local environment.