Client Onboarding Manager

Farmers Insurance Careers

22h•$76,275 - $144,875•Hybrid

About The Position

This role leads the client onboarding experience, ensuring a seamless transition from implementation through adoption. It serves as a liaison across internal teams and clients to deliver tailored solutions, establish operational readiness, and enable long-term success. The position drives execution excellence, fosters engagement, and ensures processes, systems, and reporting are aligned to support ongoing performance.

Requirements

Minimum four years of experience required in insurance, distribution, project management, or related field.
High School Diploma or equivalent required.
Excellent collaboration and team building skills.
Effective interpersonal skills.
Demonstrated time management and priority setting skills.
Ability to represent the company with external constituents.
Possesses strong technical aptitude.
Proficient in Microsoft Office products, PowerBI reporting, and AI tools.
Proactively approaches responsibilities.

Nice To Haves

Bachelors degree preferred in business or related technical field.
Book consolidation experience preferred but not required.

Responsibilities

Lead onboarding execution and delivery, including planning, coordinating, facilitating client interactions, and managing timelines, milestones, and communications to ensure successful and timely implementation.
Own the end-to-end onboarding experience, serving as the primary contact and ensuring a seamless implementation that drives client satisfaction and long-term success.
Partner cross-functionally to design and execute tailored onboarding implementation plans that address client needs and ensure organizational readiness.
Drive reporting readiness by establishing data connections, defining requirements, and implementing reporting solutions to support performance visibility and business insights.
Drive quality, compliance, and continuous improvement by maintaining accurate records, monitoring performance, and identifying process enhancements.
Enable client success and adoption by educating client teams, supporting engagement, and facilitating a smooth transition to ongoing relationship management.
Perform other duties as assigned.