Customer Success Coordinator

Why You Want to Work Here:

You will be joining a specialized insurance operation that moves away from the traditional, once-a-year renewal model to build deep, ongoing relationships with business leaders. We are looking for a high-touch service professional who is ready to build a career in a niche, growing agency. No prior insurance experience is required; we provide full training and will cover all costs for your pre-licensing education and exam as you earn your Property & Casualty license. This role offers a genuine advancement path into account management for someone with a service-first mindset who thrives in a fast-paced environment. You will work in a fully remote environment with a competitive compensation package and direct access to senior leadership

.
Responsibilitie

• s:Serve as a responsive, professional point of contact for a dedicated client bas
• e.Handle inbound inquiries via phone and email with urgency, accuracy, and warmt
• h.Proactively reach out to clients regarding coverage updates, document requests, and policy milestones throughout the yea
• r.Process certificates of insurance, endorsements, and other routine policy transactions with high attention to detai
• l.Maintain accurate client records and activity logs in our agency management syste
• m.Track open items and follow-up tasks to ensure nothing falls through the cracks for your client
• s.Support Account Managers in preparing renewal packages and coverage summarie
• s.Coordinate with carriers and underwriters to resolve service issues efficientl
• y.Participate in regular team standups and contribute to a collaborative service operatio
• n.Travel occasionally for team meetings and initial onboardin

g.
Requiremen

• ts:2+ years of customer service experience in a professional, high-touch environme
• nt.Exceptional written and verbal communication skills; you write clearly and speak confident
• ly.Demonstrated ability to manage multiple priorities and client relationships simultaneous
• ly.Experience with CRM or client management software and comfort learning new platforms quick
• ly.A service ethic that goes beyond transaction processing to anticipate client needs before they a
• sk.Previous experience in professional services, financial services, or industries serving business clients is a pl
• us.Familiarity with insurance terminology or exposure to agency operations is preferred but not requir