Demo

Onboarding Manager

Tito Lara Farmers Insurance
Houston, TX Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 5/4/2025

Onboarding Specialist

  • Learn about and understand the Farmers Insurance Agency Ownership opportunity and the qualities ideally needed in a successful candidate
  • Coordinate the recruiting process from background check through licensing through full time appointment.
  • Meet with Reserve, Associate and Protégé agents on a weekly basis to discuss their progress through each program.
  • Work with recruiter to develop a robust, active recruiting sourcing strategy designed to attract and identify appropriate “Farmers Fit” candidates
  • Help with the process and the recruitment and placement of agency staff
  • Develop and Implement tracking systems to monitor recruiting activities and track the progress of candidates
  • Help conduct agent interviews and agency career seminars
  • Identify, build, and maintain centers of influence/agent nominators
  • Recommend any recruiting, interviewing, testing and selection procedures
  • Onboard new agency owners and staff members. Work on how to efficiently perform all tasks in the office
  • Assist in the office leasing terms and licensing and appointment of all agency staff for new agent appointments
  • Implement monthly agent tracking /reporting systems for agency production and company/district level promotions-to be sent out monthly or bi-monthly.
  • Assist in the training/onboarding of new agent acquisitions for the official takeover of their new book of business by teaching them to solicit, market and sell insurance.
  • Provide a motivational learning environment and experience to agents in both face-to-face and field learning situations
  • Implement Farmers Agency Training curriculum to develop new and existing agents
  • Assign and track all Protégé training courses
  • Establish continuous improvement systems that allow knowledge transfer and behavioral development to flourish and respond to a changing marketplace
  • Measure agent performance against standards and established goals to ensure program effectiveness
  • Provide regular feedback to ABC’s and management about existing programs and development of new programs
  • Assist in the completion of the monthly district newsletter
  • Support the District Manager
  • Direct the coordination of all agendas and arrangements for Conferences, Agency Conferences and other meetings and clinics
  • Coordinate activities with District Manager and other staff
  • Investigate all formal/informal insurance complaints, and compiles necessary information prior to written correspondence
  • Assist in maintaining and ordering supplies
  • Performs other job duties as assigned.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

  • Flexible schedule
  • Paid time off

Schedule:

  • Monday to Friday

Ability to Commute:

  • Houston, TX 77079 (Required)

Ability to Relocate:

  • Houston, TX 77079: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $60,000

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