Client Success Specialist in Insurance

2 months ago


Dallas, Texas, United States The Phoenix Insurance Full time
Job Overview

Salary: $45,000

Note: Candidates are required to complete the Culture Index Survey as part of the hiring process. Please copy & paste the link into your browser.

The Phoenix Insurance is a distinguished Independent Property & Casualty Insurance Agency that provides expert advice to clients while collaborating with top-tier insurance providers to address intricate risks. As one of the foremost Specialty Insurance Agencies in the United States, we pride ourselves on our integrity and exceptional problem-solving capabilities.

We operate in a dynamic, high-volume insurance environment and are seeking a Client Success Specialist who emphasizes precision, analytical skills, and thorough follow-up. This role demands a straightforward individual who enjoys technical tasks and can effectively communicate with diverse clientele. This is a long-term career opportunity with potential for advancement within the organization.

Key Responsibilities:

  • Handle a significant volume of incoming calls on a daily basis.
  • Implement modifications to existing policies.
  • Provide exemplary and efficient customer service.
  • Input client information into insurance quoting systems, ensuring data integrity.

Preferred Qualifications:

  • Minimum of 3 years of Customer Service experience in the Property & Casualty Insurance sector, ideally within an independent agency.
  • Possession of a Property and Casualty license.
  • Detail-oriented with the ability to meticulously review insurance documents and contracts for accuracy and compliance.
  • Client-focused with the capability to address inquiries, resolve issues, and offer insightful solutions.
  • Process-oriented, able to adhere to established workflows while contributing to process enhancements when necessary.
  • Strong communication skills.
  • Well-organized with a commitment to follow through on tasks.
  • Proficient in Microsoft Outlook, Excel, and Word; skilled in Adobe Reader/Acrobat; adaptable to new web-based software programs; familiarity with EZLynx is advantageous.

Employee Benefits:

  • Health Insurance
  • 401(k) Plan
  • 401(k) Matching
  • Dental Coverage
  • Employee Assistance Program
  • Paid Time Off
  • Parental Leave
  • Vision Coverage
  • Disability Insurance


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