Customer Service Specialist

As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.

• Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
• Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing.
• Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions.
• Maintain organized client records, process paperwork, and manage scheduling to support agency operations.
• Follow up with clients to ensure satisfaction and encourage policy renewals and referrals.

• High school diploma or equivalent; college degree preferred.
• Previous experience in customer service, insurance, or administrative roles is advantageous.
• Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software.
• Possession of a 4‑40 Customer Representative license is preferred or the willingness to obtain one.