Customer Success Specialist

Full-Time| 9:00am-6:00pm Monday - Thursday and 8:00am-5:00pm Friday

Overtime opportunities are available during peak sales periods, including some Saturdays.

Location: In-office Omaha, NE

We are looking for a detail-oriented and client-focused Client Success Specialist to join our growing team. In this role, you will support clients throughout the entire disability and life insurance process, from quoting to application execution, and long-term client retention.

This is a dynamic, fast-paced position that plays a key role in delivering an exceptional client experience and supporting our Sales Advisors in converting opportunities into lasting client relationships.

• Prepare Client Meeting Materials: Prepare information for client meetings with the Sales Advisor. This can include analyzing quote requests and proofreading meeting documents to ensure accuracy and readiness for sales advisor presentations.
• Handle Sensitive Client Information: Maintain the confidentiality and security of sensitive client information, including personal, medical, and financial records. Exercise sound judgment, attention to detail, and discretion when accessing, handling, and protecting confidential information.
• Prepare Insurance Quotes: Create accurate and timely DI quotes.
• Process Applications: Help the client fill out the applicant and submit clean, complete applications for New DI, Life, Increases, and Adjustments while ensuring accuracy in all documentation.
• Coordinate Cases: Manage a caseload of active applications by maintaining proactive communication with clients, advisors, and carriers.
• Communicate with Clients: Provide prompt, professional, and thoughtful communication with clients through inbound and outbound phone calls, texts, and emails. Address questions related to applications, underwriting, and policies. Build meaningful relationships with doctors while helping drive referrals.
• Service In-Force Policies: Assist existing clients with updates such as address changes, premium adjustments, and beneficiary updates via phone call and email. .
• Support Sales & Conversions: Partner with advisors to help convert leads into submitted applications and identify upsell or cross-sell opportunities.
• Maintain Salesforce Accuracy: Keep Salesforce records up to date and accurate throughout the quoting and application process.

• Timely and accurate quote generation
• High percentage of clean, complete application submissions
• Strong conversion rates from quote to submitted/in-force applications
• Responsive and professional client communication
• Salesforce data integrity
• Building relationships and advocating for doctors through thoughtful referral conversations.

• A client-first mindset and passion for helping others
• Excellent verbal and written communication skills
• Exceptional attention to detail and organizational skills
• Ability to work independently and as part of a collaborative team
• Strong problem-solving ability and initiative to take ownership
• Integrity and professionalism in every client and team interaction
• Adaptability to evolve with processes, systems, client needs, and innovative technology.
• Preferred Qualification: Prior experience in insurance, financial services, or a client-facing role is a plus.
• Preferred Qualification: Life and Health Insurance License. (Pattern will help you acquire this if you don’t have it). Associates will be given a 45-day window to pass the licensing exam.

Compensation and Benefits:

This is an in-office position located in Omaha, Nebraska. This position is not remote or hybrid at this time.

Salary Range: $22.00-$28.83

We Offer:

• 401(k) with generous company match
• Health Savings Account contributions for qualifying insurance plans
• Flexible Spending Account
• Short- and Long-Term Disability benefits
• Paid Time Off (PTO) and volunteer days
• Sick Days 
• Employee Assistance Program
• Company-paid Dental
• Vision Insurance Options



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