Customer Onboarding Specialist

Chandler, Arizona
Not Specified
Oct 16, 2020
Dec 15, 2020
Job Type
Not Specified
Career Level
Not Specified

Launch Your Career at Liberty Mutual Insurance - A Fortune 100 Company

Liberty Mutual Insurance is looking for an enthusiastic person with a background in Insurance Sales and/or Customer Service.

In the Customer Onboarding Specialist role you will:

  • Heavy outbound calling to Welcome New Customers to Liberty Mutual and other leads received through multiple sources.
  • Identify prospective customers using established lead methodologies for new business.
  • Identify and offer the cross-sell opportunity with other lines of business opportunities, then transferring to a licensed agent.
  • Review and discuss insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.)
  • Process other insurance transactions such as billing, name corrections, taking payments and offering EFT to provide customer service and support efforts to acquire/retain profitable business.
  • Perform other related support duties as requested depending on projects offered.


  • Dependability, attention to details, and ability to follow/interpret procedures
  • Experience in customer service and/or sales preferred.
  • Demonstrated persuasion and negotiation skills to offer other lines of business.
  • Strong interpersonal skills to build rapport with prospective and existing customers.
  • Highly effective time management to succeed in a semi-autonomous, fast-paced environment.
  • Knowledge of operational procedures and software applications (such as Microsoft Office Word, Excel, PowerPoint, etc.).
  • Highly effective organizational, interpersonal, and communication skills required to help resolve routine problems, answer general questions, and know when to escalate more complex issues.
  • High school diploma (or equivalent) and 1-2 years of customer service/sales and/or administrative experience.


We value your hard work, integrity and commitment to positive change. In return for your service, its our privilege to offer you benefits and rewards that support your life and well-being. To learn more about our benefit offerings please visit:


At Liberty Mutual, we give motivated, accomplished professionals the opportunity to help us redefine what insurance means; to work for a global leader with a deep sense of humanity and a focus on improving and protecting everyday lives. We create an inspired, collaborative environment, where people can take ownership of their work; push breakthrough ideas; and feel confident that their contributions will be valued and their growth championed.

Were dedicated to doing the right thing for our employees, because we know that their fulfillment and success leads us to great places. Life. Happiness. Innovation. Impact. Advancement. Whatever their pursuit, talented people find their path at Liberty Mutual.

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