Our client is a growing, service-focused insurance agency looking to add a Customer Experience Specialist to their team.
This role is focused on helping clients understand their coverage, solving problems, and delivering a high level of service through clear communication and follow-through.
What You’ll Do:
- Support clients with service requests, policy changes, and questions
- Communicate with clients via phone, email, and text
- Proactively reach out when needed to explain changes or provide support
- Ensure tasks are completed accurately and in a timely manner
- Help identify opportunities to better protect clients (additional coverage, reviews, etc.)
What Success Looks Like:
- Consistent, clear communication with clients
- High level of accuracy in processing requests
- Strong follow-through on open tasks
- Timely responses to client needs
- Willingness to proactively communicate when appropriate
Who This Role Fits Well:
- You take pride in doing things the right way
- You’re comfortable communicating with people and building trust
- You stay organized and follow through on tasks
- You’re dependable and take responsibility for your work
- You’re open to learning and growing in your role
Previous experience in a customer service, insurance or sales/phone-based role a plus, but not required.
Growth Opportunity:
This position offers the opportunity to grow within the agency, including potential advancement into a leadership role over time.