Client Experience Representative

Iaawg; Waco (TX); Hybrid; USD 34,000 - 52,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonus

Discounts on company products

Job summary

American-Amicable Life Insurance Company of Texas is seeking a Client Experience Representative in Waco, TX. You will deliver clear information, timely assistance, and a seamless service experience to clients, supporting their journey with our insurance products.

Responsibilities include handling inquiries by phone, email, and written correspondence; explaining policy details and coverage; researching accounts to resolve questions; documenting interactions; and escalating complex issues to

Qualifications

• 2+ years of experience in customer service, insurance, or a related field.
• Proficient with MS Word, Outlook, and Excel; able to learn new systems quickly.
• Typing 30–35 WPM with minimal errors.
• Intermediate English proficiency to communicate with clients and internal teams daily.
• Ability to think outside the box and adapt quickly.

Responsibilities

• Respond to client inquiries via phone, email, and written correspondence.
• Explain policy information, coverage details, and account updates clearly.
• Research client accounts and documentation to resolve questions and issues.

Skills

Customer service

Communication

Multitasking

Problem-solving

Attention to detail

Adaptability

Tools

MS Word

Outlook

Excel

Job description

Job DescriptionClient Experience RepresentativeBuild the future with usAre you driven by the mission of delivering exceptional client experiences and helping people feel confident and supported at every step of their journey? As a Client Experience Representative, you will play a key role in ensuring clients receive clear information, timely assistance, and a seamless service experience.This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.What you’ll accomplish with usAs a Client Experience Representative, you’ll be at the core of our mission. Here are the main responsibilities:Respond to client inquiries via phone, email, and written correspondenceProvide clear explanations of policy information, coverage details, and account updatesResearch client accounts and documentation to resolve questions and issuesDetermine when requests require escalation to management or specialized departmentsDocument all client interactions, including inquiries, concerns, and actions takenMaintain strong knowledge of company products, policies, and internal resourcesEnsure appropriate follow‑up to guarantee full resolutionParticipate in special projects and support team initiativesConduct all business in compliance with company standards, regulations, and ethical guidelinesWhat could accelerate your success in this roleWe’re looking for someone who:Is known for their strong customer service and communication skillsStands out for their ability to multitask and stay organizedDemonstrates strong problem‑solving skills and attention to detailIs recognized for their ability to think outside the box and adapt quicklyHas 2+ years of experience in customer service, insurance, or a related fieldHas a working knowledge of MS Word, Outlook, Excel, and learns new systems quicklyTypes 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 basisWhy you’ll love working with usA work environment where learning and development merge with a collective pursuit of excellenceA healthy, safe, fair, and inclusive environment where potential can be freely expressed and developedThe opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspacesCompetitive benefits:Flexible group insuranceCompetitive pension planStock purchase planVacation and wellness/personal development daysTelemedicineEmployee and family assistance programErgonomic furniture programPerformance bonusDiscounts on company productsAnd much moreApply now and get ahead of your career — where your talent truly belongs!Still unsure about applying?At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply — your place might be with us, and we want to get to know youApplicants 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.CompanyAmerican-Amicable Life Insurance Company of TexasPosting End Date2026-09-14About usAmerican 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 InclusionAt 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.