Customer Success Specialist

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.


Responsibilities and Qualifications:
- 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.

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. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
- 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


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.