Client Success Representative (Hybrid)

We are a high-performing, fast-paced independent insurance agency seeking a Client Success Representative with the ambition to build a long-term career in Property & Casualty insurance sales. This role is designed as an entry point into a producer career path, where you will develop the technical foundation, client relationship skills, and industry knowledge necessary to transition into a revenue-generating sales position. This position is ideal for individuals who are competitive, driven, and motivated by growth and earning potential, yet understand that mastery begins with developing a deep understanding of client needs and policy structures. We provide comprehensive training and support for insurance licensing, along with a clear trajectory into sales for individuals who demonstrate initiative, accountability, and strong client engagement skills. Client Success Representative Job Responsibilities: Serve as the first point of contact for clients, managing a high volume of inbound calls while identifying opportunities to enhance coverage and client value Support licensed producers by processing policy changes and preparing accounts for remarketing and renewal conversations Deliver exceptional client service while proactively uncovering potential cross-sell and upsell opportunities Accurately enter and manage client data within quoting and CRM system Analyze policies and coverage details to ensure accuracy, compliance, and alignment with client needs Follow structured workflows while contributing ideas to improve efficiency and client experience Ideal candidates will possess the following: 0-2 years of Customer Service Experience in the Property & Casualty Insurance Industry, preferably in an independent agency. Active Property & Casualty license, or the aptitude and commitment to obtain licensure within the first 60 days of employment Demonstrates a strong interest in transitioning into a sales role, with a long-term career focus in the insurance industry Highly detail-oriented, with the ability to analyze and review policies and contracts to ensure accuracy, compliance, and alignment with client needs Client-centric mindset with the ability to confidently address concerns, provide guidance, and identify opportunities to enhance coverage and value Process-driven and disciplined in following established workflows, while also contributing thoughtful improvements to operational efficiency Excellent verbal and written communication skills, with the ability to build rapport and credibility with a diverse client base Well-organized with strong follow-through and a results-oriented approach to task completion Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web based, computer software programs. Familiarity with EZLynx a plus. Physical Demands Regularly operates a computer and other office productivity machinery, such as a headset, and printer. Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations. Specific vision abilities required by this job include close vision requirements due to computer work. Must be able to remain in a stationary position for prolonged periods of time. Employment Type: Full Time Years Experience: 1 - 3 years Bonus/Commission: No