Customer Success Specialist

Overview

We are seeking a dedicated Customer Service Representative to join our team and provide exceptional support to our policyholders and distribution partners. The ideal candidate will be the first point of contact for all service issues and will be adept at managing multiple tasks with a focus on delivering quality service. This role offers ample room for advancement and the opportunity to make a positive impact.

• Provide exceptional customer service to policyholders and distribution partners as the first point of contact for service issues.
• Manage multiple tasks with a focus on delivering quality service in a fast-paced environment.

• High school diploma or equivalent; some college coursework in business or a related field preferred.
• Minimum of two years in customer service.
• Strong communication skills, proficiency in office software, and the ability to work effectively in a fast-paced environment.
• Familiarity with insurance policies and procedures is highly desirable.
• Experience working with broker agents or having a broker license is a plus.
• Problem-solving skills, professional demeanor under pressure, and the ability to attract like-minded team members.

• 3-5 years of customer success experience.
• Knowledge of best practices in customer service and retention.
• Proficient with applicable software applications.
• Strong written and verbal communication.
• Strong aptitude for technical software products - Background in insurance or commercial P&C.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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