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Client Success Associate
Client Success AssociateComfort Insurance and Finances • Miami, FL, US
Client Success Associate

Client Success Associate

Comfort Insurance and Finances • Miami, FL, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Salary : $15 - $16 per hour

Are you passionate about helping others, providing exceptional service, and growing your career in the insurance industry? Join a supportive, team-oriented agency where your contributions matter, your growth is encouraged, and your work directly supports clients and sales professionals. Were not just offering a jobwere offering a career with opportunity and stability.

About the Role

As a Client Success Associate, you will play a key role in supporting the Sales Department by assisting clients and working closely with sales agents to ensure a smooth, accurate, and positive insurance experience. Youll help process policies, explain coverage, and maintain detailed client records while serving as a reliable point of contact for client questions and service needs.

This role is ideal for individuals who are customer-focused, detail-oriented, and motivated to grow within a fast-paced, service-driven environment.

A Day in This Role

  • Assist new and existing clients with general insurance information and service inquiries
  • Work directly with sales agents to support policy processing and client needs
  • Process quotes, applications, and policy changes accurately and efficiently
  • Deliver policies and assist with follow-up and coverage reviews
  • Provide prompt, friendly, and professional customer service by phone and email
  • Respond to questions regarding coverage, eligibility, billing, and claims support
  • Maintain accurate client records and follow agency guidelines and processes
  • Participate in training and ongoing professional development

License Information

  • Active 4-40 Customer Service Representative license Required.

    • What Were Looking For

  • 12 years of customer service and / or sales experience
  • Fluent in English and Spanish (required)
  • Professional, dependable, and customer-focused
  • Strong communication, organization, and time management skills
  • Detail-oriented and comfortable handling a high volume of calls
  • Able to work independently while collaborating with a team
  • Open to feedback, coaching, and continuous learning
  • High school diploma or GED required

    • Pay & Benefits

  • Compensation of $15 - $16 per hour with eligibility for bonus incentives
  • Paid training and full licensing reimbursement
  • Dental, vision, and life insurance
  • 401(k) with company match
  • Paid time off and paid holidays
  • Supportive, respectful, and team-oriented work environment

    • Job Details

  • Location : 3399 NW 72nd Ave #212, Miami, FL 33122
  • Department : Sales
  • Employment Type : Full-Time
  • Core Work Hours : Monday through Friday, 9 AM 5 PM
  • Experience Level : Entry-Level

    • Ready to Apply?

    If you enjoy helping people, thrive in a collaborative environment, and are ready to grow your career in insurance, we encourage you to apply today!

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