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Job Summary:

The Client Success Representative plays a key role in ensuring client satisfaction by providing prompt and accurate service to potential and existing clients.

Supervisory Responsibilities:

• None

Key Responsibilities:

• Handle a high volume of daily phone calls and emails with professionalism and efficiency.
• Process changes to active insurance policies while ensuring accuracy.
• Provide 5-star customer service by addressing client concerns, answering questions, and offering tailored solutions.
• Input client data into insurance quoting systems and maintain up-to-date records.
• Review insurance policies and contracts meticulously to ensure compliance and accuracy.
• Follow established workflows and contribute to process improvements.

Required Skills & Qualifications

• 3+ years of customer service experience in the Property & Casualty Insurance industry, preferably in an independent agency.
• Strong attention to detail and ability to review policies with precision.
• Ability to adapt and learn new web-based software programs.
• Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.
• Excellent communication skills and customer focus.
• Organized and process-oriented with strong follow-through.
• Active Property & Casualty license
• High school diploma or GED

Physical Demands

• Regularly operates a computer and other office productivity machinery, such as a headset, and printer.
• Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Must be able to remain in a stationary position for prolonged periods of time.
  
  

Benefits

• 401(k) with company match
• Continuing education program
• Dental insurance
• Disability & Life insurance
• Employee assistance program
• Health insurance
• Identity theft protection
• Legal insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Telehealth and Teletherapy
• Vision insurance
• Volunteer time off
  

Address: 6600 LBJ FWY Ste 220 Dallas, TX 75240

Phone: (214) 253-0570

Fax:  (214) 253-0578

Email: quotes@thephoenixinsurance.com