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Dahl Consulting
https://www.dahlconsulting.com/wp-content/uploads/2020/09/JB-Square-200x200-1.png
http://www.dahlconsulting.com
http://www.dahlconsulting.com
USD
18.00
HOUR
true
Agent Onboarding Specialist
Posted: 11/18/2025
2025-11-18
2026-01-09
Employment Type:
Contract
Category: Business Professional
Job Number: 28711
Pay Rate: 18.00
Job Description
Title: Agent Onboarding Specialist
Location: Remote
Job Type: Contract (6 months)
Compensation: $18.00 per hour (W2)
Industry: Insurance & Financial Services
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About the Role
We are seeking an Agent Onboarding Specialist to support a leading company in the property and casualty insurance industry. This role focuses on ensuring smooth onboarding for new agents by reviewing submissions for accuracy and completeness, managing data entry, and maintaining agency records. You will play a critical part in delivering a seamless experience for agents joining the network.
Job Description
As an Agent Onboarding Specialist, you will:
Qualifications
Required:
Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Location: Remote
Job Type: Contract (6 months)
Compensation: $18.00 per hour (W2)
Industry: Insurance & Financial Services
---
About the Role
We are seeking an Agent Onboarding Specialist to support a leading company in the property and casualty insurance industry. This role focuses on ensuring smooth onboarding for new agents by reviewing submissions for accuracy and completeness, managing data entry, and maintaining agency records. You will play a critical part in delivering a seamless experience for agents joining the network.
Job Description
As an Agent Onboarding Specialist, you will:
- Review new agent onboarding submissions for completeness using a provided checklist and process guidelines.
- Access and manage submissions through a vendor platform and verify all required elements.
- Set up new agents in the agency management system after successful verification.
- Communicate with agents via email to resolve incomplete submissions, clearly outlining missing information or documents.
- Enter data from agent submissions into the agency management system and create new agency records.
- Download and organize documents within the system.
- Assist with ongoing maintenance and cleanup of agent files, ensuring updated documentation is properly stored.
Qualifications
Required:
- Strong attention to detail and ability to identify missing or incomplete information.
- Proficiency with technology and experience using multiple software platforms.
- Excellent written communication skills for professional email correspondence.
- Ability to follow structured processes and manage multiple tasks efficiently.
- Experience in insurance, financial services, or a similar regulated industry.
- Familiarity with agency management systems or onboarding platforms.
- Previous experience in data entry or administrative support roles.
Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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