Onboarding Specialist

Posted 2 days ago

ferretti searchCornelius (NC)

Insurance Sales Agents Insurance Agencies and Brokerages

SENIORITY

Senior

SALARY

$50,000

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About the role

Join a growing financial services organization as an Onboarding Specialist. This role is ideal for someone who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.

Compensation: $50,000 + bonus

Schedule: Hybrid – North Charlotte

Key Responsibilities: Manage advisor onboarding, contracting, and licensing processes from start to finish Communicate with advisors via phone and email, providing status updates and support Work directly with insurance carriers to secure approvals and resolve issues Review contracts and documentation for accuracy and completeness Maintain detailed records and case notes in the CRM system Assist with ongoing account maintenance, including license renewals, carrier additions, policy updates, training requirements, and profile changes Serve as a resource for onboarding-related questions from internal and external stakeholders

Qualifications: Strong written and verbal communication skills Excellent attention to detail and organizational skills Natural curiosity and ability to investigate issues independently Comfortable in a process-driven, desk-based environment Customer service, administrative, operations, or account support experience is a plus No insurance or financial services experience required No degree required; recent graduates encouraged to apply

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.