Client Success Representative

Our experienced team offers services for both residential and commercial properties.

With over 25 years of experience in the industry.

Position Title: Client Success Representative

Department: Success Staff

FLSA Status: Non-Exempt

Reports To: Success Staff Manager

Work Schedule: 8:30 a.m. – 5:30 p.m. Monday – Friday

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

• None

• 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.

• 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

• 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.

If you can crash it, burn it down or get sued because of it, we can insure it.