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.