Insurance Client Service Coordinator

Who Are We?

C1 Insurance Group is a fast-growing, Dallas-based insurance agency with a strong focus on relationships, service, and team culture. We're not your typical insurance company, we bring energy, innovation, and a genuine desire to make things simple, personal, and easy for our clients. Our growth comes from referrals and the trust we've built by consistently delivering real value. Whether it's updating a policy, resolving an issue, or answering a question, we believe every client interaction is a chance to make a positive impact.

If you're motivated by meaningful work, enjoy being part of a supportive team, and are looking for a long-term role where you can grow, you'll feel right at home here.

• Manage all aspects of customer requests from start to finish, handling any policy changes, billing updates, cancellations or reinstatements
• Serve as the main point of contact, communicating with customers to resolve problems and concerns in a courteous, professional, and timely manner
• Navigate various technology, CRM tools and websites to research information and communicate with clients
• Support the C1 Insurance team in a variety of administrative tasks while always maintaining confidentiality

MUST BE EXPERIENCED WITH TECHNOLOGY, QUICK NAVIGATING BROWSERS AND VARIOUS SYSTEMS

MUST BE ABLE TO MULTITASK

• You are a multitasker who thrives in a fast-paced environment while staying organized
• You have a natural desire to serve and support those around you
• You have 1-3 years of Customer Service and / or Order Fulfillment experience
• You have excellent communication skills, ready to hop on a call or send an email at any time
• You are able to perform under pressure, exercise time management and meet deadlines
• Comfortable with desk-based work, including data entry, spreadsheets, and CRM platforms
• Communicates clearly and professionally via phone, email, and written correspondence
• Strong problem-solving and critical-thinking skills
• Takes initiative, communicates openly, and takes ownership of responsibilities
• Proficient in Microsoft Office and Google Workspace
• You are a stable, consistent and well-defined person looking for a permanent scope of responsibilities

• Paid time off (PTO) and paid holidays
• We offer Health, Dental & Vision Insurance
• Our office is open Monday - Friday, no weekends!