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Client Success Representative
Full-time · Dallas, TX (Hybrid)
The Phoenix Insurance is one of the largest specialty P&C agencies in the country. We're not here to just save clients 15%: we build lasting relationships around complex, high-value coverage needs, from collector and classic vehicles to other specialty assets, with the same care and strategy a trusted financial advisor brings to a portfolio. We're looking for a Client Success Representative who wants to provide the ultimate customer service experience to our clients.
What you'll do
- Be the first friendly voice clients hear when they need guidance support or solutions
- Helping clients understand their insurance coverage and uncover opportunities to improve protection
- Assisting with policy changes, billing questions, documentation, and other service needs
- Following through on client requests and keeping them informed throughout the process
- Building strong client relationships through exceptional service and communication
What you'll bring
- 2-3 years of Customer Service Experience in the Property & Casualty Insurance Industry, preferably in an independent agency
- Active Property and Casualty license
- Strong verbal and written communication skills
- Comfortable with CRM systems, Microsoft Office; EZLynx experience a plus
Pay
401(k) with company match, medical/dental/vision, PTO.
Specific pay is confirmed per role during the interview process.