Client Success Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist a portfolio of client accounts, acting as the primary client-facing representative.

• Oversee the complete issue resolution process for clients and their policyholders.

• Cultivate and sustain effective relationships with clients.

• Record all interactions with clients and customers in Salesforce.

• Work alongside internal teams to provide feedback on processes, scripting, and systems for enhancement.

⛳️ Requirements

• 1-3 years of experience in Customer Service or a related field.

• Bachelor's Degree or equivalent professional experience.

• Excellent written and verbal communication abilities.

• Proficient in Microsoft Office products, including Word, Excel, and PowerPoint.

• Familiarity with Salesforce.

🏝️ Benefits

• Health insurance.

• 401(k) matching program.

• Flexible work arrangements.

• Opportunities for professional development.