Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You’ll also help resolve billing issues, change policies, and make policy recommendations. If you have previous in a customer service role and have a friendly, client-first attitude, please apply today! Responsibilities: • Act as the primary point of contact for clients, ensuring their needs are met and their expectations are exceeded throughout their journey. • Proactively engage with clients via phone, email, and online platforms to provide support, answer inquiries, and address concerns promptly and effectively. • Build and nurture strong relationships with clients, becoming a trusted advisor and understanding their financial goals and objectives. • Conduct comprehensive needs assessments to identify opportunities for upselling or cross-selling additional products and services. • Collaborate closely with internal teams to ensure seamless client onboarding, account management, and issue resolution. • Maintain accurate and detailed client records, activities, and interactions in CRM systems. • Stay up to date with industry trends, product knowledge, and market developments to provide informed recommendations and solutions. • Participate in training and professional development programs to enhance skills and knowledge. Qualifications: • High school diploma or equivalent; a Bachelor's degree in Business, Finance, or a related field is preferred. • Proven experience in a client engagement, customer success, or sales support role, preferably within the financial services industry. • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients. • Strong problem-solving and conflict resolution abilities, with a focus on delivering effective solutions. • Detail-oriented with excellent organizational skills, ensuring accuracy and efficiency in managing client relationships and tasks. • Self-motivated and customer-focused, with a genuine passion for providing exceptional service. • Proficiency in using CRM software and other relevant tools for client management. • Ability to work independently and remotely, demonstrating strong time management and multitasking skills. • Availability to work flexible hours, including evenings and weekends, as needed. Compensation: $80,000+ at plan commission

• Act as the primary point of contact for clients, ensuring their needs are met and their expectations are exceeded throughout their journey. • Proactively engage with clients via phone, email, and online platforms to provide support, answer inquiries, and address concerns promptly and effectively. • Build and nurture strong relationships with clients, becoming a trusted advisor and understanding their financial goals and objectives. • Conduct comprehensive needs assessments to identify opportunities for upselling or cross-selling additional products and services. • Collaborate closely with internal teams to ensure seamless client onboarding, account management, and issue resolution. • Maintain accurate and detailed client records, activities, and interactions in CRM systems. • Stay up to date with industry trends, product knowledge, and market developments to provide informed recommendations and solutions. • Participate in training and professional development programs to enhance skills and knowledge.