Client Success Specialist in Insurance
2 months ago
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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