Client Success Associate

Are you passionate about helping others, providing exceptional service, and growing your career in the insurance industry? Join a supportive, team-oriented agency where your contributions matter, your growth is encouraged, and your work directly supports clients and sales professionals. We’re not just offering a job—we’re offering a career with opportunity and stability.

As a Client Success Associate, you will play a key role in supporting the Sales Department by assisting clients and working closely with sales agents to ensure a smooth, accurate, and positive insurance experience. You’ll help process policies, explain coverage, and maintain detailed client records while serving as a reliable point of contact for client questions and service needs.

This role is ideal for individuals who are customer-focused, detail-oriented, and motivated to grow within a fast-paced, service-driven environment.

• Assist new and existing clients with general insurance information and service inquiries
• Work directly with sales agents to support policy processing and client needs
• Process quotes, applications, and policy changes accurately and efficiently
• Deliver policies and assist with follow-up and coverage reviews
• Provide prompt, friendly, and professional customer service by phone and email
• Respond to questions regarding coverage, eligibility, billing, and claims support
• Maintain accurate client records and follow agency guidelines and processes
• Participate in training and ongoing professional development

• Active 4-40 Customer Service Representative license Required.

• 1–2 years of customer service and/or sales experience
• Fluent in English and Spanish (required)
• Professional, dependable, and customer-focused
• Strong communication, organization, and time management skills
• Detail-oriented and comfortable handling a high volume of calls
• Able to work independently while collaborating with a team
• Open to feedback, coaching, and continuous learning
• High school diploma or GED required

• Compensation of $15 - $16 per hour with eligibility for bonus incentives
• Paid training and full licensing reimbursement
• Dental, vision, and life insurance
• 401(k) with company match
• Paid time off and paid holidays
• Supportive, respectful, and team-oriented work environment

• Location:
  
  3399 NW 72nd Ave #212, Miami, FL 33122
• Department:
  Sales
• Employment Type:
  
  Full-Time
• Core
  
  Work Hours:
  
  Monday through Friday, 9 AM – 5 PM
• Experience Level: Entry-Level

If you enjoy helping people, thrive in a collaborative environment, and are ready to grow your career in insurance, we encourage you to apply today!