Client Success Representative

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.

Customer Success Representative Job Responsibilities:

• Answers a high volume of phone calls daily.

• Processes changes to active policies.

• Provides efficient and effective 5-star customer service.

• Enters client data into insurance quoting systems, keeping data accurate.

• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.

Ideal candidates will possess the following:

• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.

• Property and Casualty license

• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.

• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions

• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.

• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.

• Excellent communication skills

• Well-organized with good follow-through to completion

• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.