Customer Experience Specialist

About

Our client is a growing, service-focused insurance agency looking to add a Customer Experience Specialist to their team.

This role is focused on helping clients understand their coverage, solving problems, and delivering a high level of service through clear communication and follow-through.

What You’ll Do:

• Support clients with service requests, policy changes, and questions
• Communicate with clients via phone, email, and text
• Proactively reach out when needed to explain changes or provide support
• Ensure tasks are completed accurately and in a timely manner
• Help identify opportunities to better protect clients (additional coverage, reviews, etc.)

What Success Looks Like:

• Consistent, clear communication with clients
• High level of accuracy in processing requests
• Strong follow-through on open tasks
• Timely responses to client needs
• Willingness to proactively communicate when appropriate

Who This Role Fits Well:

• You take pride in doing things the right way
• You’re comfortable communicating with people and building trust
• You stay organized and follow through on tasks
• You’re dependable and take responsibility for your work
• You’re open to learning and growing in your role

Previous experience in a customer service, insurance or sales/phone-based role a plus, but not required.

Growth Opportunity:

This position offers the opportunity to grow within the agency, including potential advancement into a leadership role over time.