Insurance Client Success Representative

5 days ago


Dallas, Texas, United States The Phoenix Insurance Full time
Job DescriptionThe Phoenix Insurance is a leading independent property and casualty insurance agency that advises clients and partners with top-rated insurance carriers to find tailored solutions for complex risks. As a Client Success Representative, you will play a vital role in delivering exceptional customer service and ensuring seamless policy management.Key Responsibilities:
  • Provide top-notch customer service to clients, addressing their inquiries and concerns in a timely and professional manner.
  • Process changes to active policies, ensuring accuracy and compliance with established processes.
  • Enter client data into insurance quoting systems, maintaining data integrity and accuracy.
  • Collaborate with internal teams to resolve client issues and improve overall customer experience.
Requirements:
  • 3+ years of customer service experience in the property and casualty insurance industry, preferably in an independent agency.
  • Property and Casualty license.
  • Meticulous attention to detail and ability to carefully review insurance policies and contracts.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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