Client Experience Representative

American Amicable Group; Waco (TX); Hybrid; USD 36,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits

Group insurance

Pension plan

Stock purchase plan

Vacation days

Wellness/personal development days

Telemedicine

Employee assistance program

Ergonomic furniture program

Performance bonus

Discounts on company products

Job summary

American Amicable Group is seeking a Client Experience Representative to respond to inquiries, explain policy information, and update client accounts. You will research accounts, escalate when needed, and document interactions while maintaining knowledge of products and procedures.

The role requires 2+ years in customer service or insurance, strong communication skills, and proficiency with MS Word, Outlook, and Excel. A hybrid work environment and supportive benefits are offered.

Qualifications

• 2+ years of experience in customer service, insurance, or related field.
• Ability to communicate clearly about policy information and account updates.
• Familiarity with MS Word, Outlook, and Excel; quick to learn new systems.

Responsibilities

• Respond to client inquiries via phone, email, and written correspondence.
• Provide clear explanations of policy information, coverage details, and account updates.
• Research client accounts and documentation to resolve questions and issues.
• Determine when requests require escalation to management or specialized departments.
• Document all client interactions, including inquiries, concerns, and actions taken.
• Maintain strong knowledge of company products, policies, and internal resources.

Skills

Customer service

Insurance knowledge

Typing 30-35 WPM

English proficiency

Multitasking

Documentation

Tools

MS Word

Outlook

Excel

Job description

Build the future with us

Are you driven by the mission of delivering exceptional client experiences and helping people feel confident and supported at every step of their journey?

Job Description

Client Experience Representative

What You'll Accomplish With Us

• Respond to client inquiries via phone, email, and written correspondence
• Provide clear explanations of policy information, coverage details, and account updates
• Research client accounts and documentation to resolve questions and issues
• Determine when requests require escalation to management or specialized departments
• Document all client interactions, including inquiries, concerns, and actions taken
• Maintain strong knowledge of company products, policies, and internal resources
• Ensure appropriate follow-up to guarantee full resolution
• Participate in special projects and support team initiatives
• Conduct all business in compliance with company standards, regulations, and ethical guidelines

What Could Accelerate Your Success In This Role

• Is known for their strong customer service and communication skills
• Stands out for their ability to multitask and stay organized
• Demonstrates strong problem-solving skills and attention to detail
• Is recognized for their ability to think outside the box and adapt quickly
• Has 2+ years of experience in customer service, insurance, or a related field
• Has a working knowledge of MS Word, Outlook, Excel, and learns new systems quickly
• Types 30-35 WPM with minimal errors
• (If needed) Has an intermediate level of English proficiency, as the role involves communicating with clients and internal teams on a daily basis

Why you'll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces
• Competitive benefits:
• Flexible group insurance
• Competitive pension plan
• Stock purchase plan
• Vacation and wellness/personal development days
• Telemedicine
• Employee and family assistance program
• Ergonomic furniture program
• Performance bonus
• Discounts on company products
• And much more

Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Company

American-Amicable Life Insurance Company of Texas

Posting End Date

2026-09-25

About Us

American Amicable is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. Our headquarters is in Waco, TX. Tracing its roots back to 1910, the American-Amicable Life Insurance Company of Texas is a progressive special markets insurer. The Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation.

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group's stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!

Our Commitment to Diversity and Inclusion

At iA American, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us. Someone from our team will be happy to assist you.