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Client Success Representative
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
Location: 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
