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Commission Client Onboarding Jobs in Indiana (NOW HIRING)

CFS

Business Development / Account Manager

Fort Wayne, IN

$60K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Commission CFS is seeking a driven, client-facing Business Development / Account Manager in Fort ... Hybrid schedule after initial training and on-boarding CFS Core Values Integrity • Teamwork • ...

CFS

Sales - Business Development - Account Manager

Mishawaka, IN · Hybrid

$65K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Comprehensive onboarding, ongoing training, and personalized career development. * Real Growth ... What You'll Do * Build new client relationships within your territory * Sell CFS staffing ...

Rose Pest Solutions

Outside Sales Representative

Indianapolis, IN · On-site

$5.0K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... onboarding/training period) * After 150 days: Base Salary of $39,600 + Commission * Total earning potential: $48,100- $200,000+ Responsibilities What You'll Do * Prospect and build long-term client ...

Rose Pest Solutions

Outside Sales Representative

Indianapolis, IN · On-site

$5.0K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... onboarding/training period) * After 150 days: Base Salary of $39,600 + Commission * Total earning potential: $48,100- $200,000+ Responsibilities What You'll Do * Prospect and build long-term client ...

Sycamore Springs

RN - Behavioral Health

Lafayette, IN · On-site

$1.9K/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Details Client Name Sycamore Springs Job Type Travel Offering Nursing Profession RN Specialty ... Onboarding Made Easy: We handle physicals, titers, and more so you can focus on care * Clinical ...

Trinity Health

RN - MedSurg

Bloomington, IN · On-site

$1.7K/wk

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Details Client Name Monroe Hospital Job Type Travel Offering Nursing Profession RN Specialty MedSur ... Onboarding Made Easy: We handle physicals, titers, and more so you can focus on care * Clinical ...

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Showing results 21-40

All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Indiana

Commission Client Onboarding information

What are common challenges faced during the commission client onboarding process, and how can they be addressed?

A common challenge in commission client onboarding is coordinating between multiple teams—such as compliance, sales, and operations—to ensure all client documentation is accurate and complete. Delays can occur if required information is missing or if regulatory requirements change. Successful onboarding professionals proactively communicate with clients and internal stakeholders, stay updated on compliance changes, and use checklists or workflow tools to track progress. Building strong relationships with internal teams also helps to quickly resolve issues as they arise.

What are the key skills and qualifications needed to thrive as a commission client onboarding specialist, and why are they important?

To thrive as a Commission Client Onboarding Specialist, you need strong knowledge of financial products, regulatory compliance, and client relationship management, often supported by a degree in finance or business. Familiarity with onboarding platforms, CRM systems, and KYC/AML compliance tools is typically required. Exceptional attention to detail, problem-solving skills, and effective communication help facilitate smooth client experiences and collaboration with internal teams. These skills are crucial to ensure accurate account setup, regulatory adherence, and client satisfaction in a highly regulated environment.

How to become a commission client onboarding specialist?

To become a commission client onboarding specialist, candidates typically need strong communication and organizational skills, experience with customer relationship management (CRM) tools, and knowledge of sales or onboarding processes. Relevant certifications or training in sales, customer service, or project management can enhance prospects. Prior experience in client-facing roles is often preferred.

What is the difference between Commission Client Onboarding vs Customer Success Specialist?

AspectCommission Client OnboardingCustomer Success Specialist
CredentialsRelevant certifications in sales, onboarding, or client managementCertifications in customer service, account management, or related fields
Work EnvironmentTypically in sales, finance, or client onboarding teams within various industriesUsually in customer service, account management, or client support teams
Employer & Industry UsageUsed in sales-driven industries like finance, SaaS, or consultingCommon in tech, SaaS, and service industries focusing on client retention
Search & Comparison IntentPeople comparing onboarding roles focused on sales commissionsPeople looking into client retention and post-sale support roles

Commission Client Onboarding focuses on guiding new clients through the onboarding process with an emphasis on sales commissions, while Customer Success Specialists prioritize ongoing client satisfaction and retention. Both roles involve client interaction but differ in their primary goals and metrics.

What is commission client onboarding?

Commission Client Onboarding refers to the process of integrating new clients into a company's commission-based services or platforms. This role typically involves verifying client information, setting up accounts, ensuring compliance with regulatory requirements, and facilitating the initial stages of the client relationship. The onboarding specialist acts as a liaison between the client and internal teams to ensure a smooth transition and a positive first impression. Effective client onboarding is essential for building trust and long-term business relationships. It often requires strong communication skills, attention to detail, and a solid understanding of the company's commission structures and compliance policies.
What are the most commonly searched types of Client Onboarding jobs in Indiana? The most popular types of Client Onboarding jobs in Indiana are:
What cities in Indiana are hiring for Commission Client Onboarding jobs? Cities in Indiana with the most Commission Client Onboarding job openings:
Commission Client Onboarding jobs near you

Business Insurance Senior Client Service Representative, Construction

Mercer France

South Bend, IN • On-site

$41K - $76K/yr

Other

Medical, Retirement

Re-posted 7 days ago

Job description

Senior Client Service Representative

Our not-so-secret sauce.

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Client Service Representative at Horton, a Marsh business.

Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh.

What You Do

Senior Client Service Representative

  • Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.
  • Prepare client documents for delivery via email, US Mail or hand delivery.
  • Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
  • Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible.
  • Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
  • Access and navigate carrier websites to obtain account information and policy documents. May request, follow up, and review endorsements or obtain quotes as necessary.
  • Manage certificate holder lists. Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.
  • Verify coverage for third parties.
  • Set and manage diaries to ensure all account activity is progressing effectively.
  • Perform other duties as requested
Your Education and Experience

Required

  • Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
  • Must be proficient in Excel and Word.
  • Must be organized, detail oriented, timely and efficient
  • Strong work ethic, responsible, reliable, service oriented
  • Possession of or ability to obtain state P&C insurance license
  • Strong math skills with an understanding of basic accounting principles

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Apply