Client Success Representative (Hybrid)

Responsibilities

• Serve as the primary contact for clients, managing high inbound call volume and identifying coverage improvement opportunities.
• Support licensed producers with policy changes, account remarketing, and renewals.
• Deliver exceptional service, uncover cross-sell and upsell opportunities.
• Accurately enter and manage client data in quoting and CRM systems.
• Analyze policies for accuracy, compliance, and client needs.
• Contribute to workflow improvements to enhance efficiency and client experience.

Qualifications & Skills

• 0-2 years customer service experience in Property & Casualty insurance, preferably in an independent agency.
• Active Property & Casualty license or commitment to obtain within 60 days.
• Detail-oriented, analytical, and client-focused with strong communication skills.
• Process-driven, disciplined, and able to follow workflows while suggesting improvements.
• Proficient in Microsoft Office and adaptable to new software; familiarity with EZLynx is a plus.
• Strong organizational skills, follow-through, and results orientation.
• Physical ability to operate computers and office equipment for extended periods.