Client Service Specialist

Client Service Specialist

We are seeking a detail-oriented and client-focused Client Service Specialist to join our growing team! As a Client Service Specialist you will be the primary point of contact for clients, ensuring their needs are met with professionalism, efficiency, and a strong understanding of insurance products and services. The ideal candidate thrives in a fast-paced environment and is committed to delivering exceptional service and support to both clients and internal teams.

Duties and Responsibilities:

• Serve as the first point of contact for client inquiries via phone, email, or in person.
• Respond to inbound calls for new sales and post-sales service
• Follow up with warm leads and provide email /chat support.
• Perform administrative tasks, including proofreading, research, and mailing.
• Handle miscellaneous tasks related to insurance agency operations.
• Undertake other assigned projects to contribute to team success.
• Maintain and update client records in agency management systems.
• Contribute to continuous process improvements in client service delivery.

Qualifications:

• High school diploma or equivalent required.
• Minimum of 1 year of experience in a customer service role, preferably in the insurance industry.
• Insurance license: Active Life Accident & Health
• Strong knowledge of insurance products, policies, and terminology.
• Excellent communication, interpersonal, and problem-solving skills.
• Proficiency in Microsoft Office and agency management software (e.g., Applied Epic, AMS360) preferred.
• Ability to multitask, prioritize, and manage time effectively in a dynamic environment.
• High attention to detail and commitment to accuracy.
• Bilingual (Spanish & English) preferred.

Additional Information:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K