New Client Onboarding Specialist - Haslett, MI
1 month ago

Job summary
The Client Onboarding Specialist delivers a white-glove onboarding experience for high-net-worth individuals and families ensuring a seamless confident and deeply personalized transition into the agency.Responsibilities
- Serve as the primary onboarding contact for new high-net-worth personal lines clients
- Coordinate all onboarding activities including policy setup documentation carrier requirements and internal handoffs
Job description
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