Client Success Representative

Position Title:Client Success RepresentativeDepartment:Success Staff
FLSA Status:Non-Exempt  Reports To:Success Staff Manager
Work Schedule:8:30 a.m. – 5:30 p.m. Monday – FridayLocation:Dallas, Hybrid

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

Apply