Client Service Specialist

Insurance Lady Agency, LLC; United States; On-site; USD 45,000 - 75,000; Full time

Job summary

Insurance Lady Agency, LLC is seeking a contractor to manage client relationships and policy renewals. You will identify cross-sell opportunities, resolve complex client issues, and collaborate with Sales, Underwriting, and Operations to ensure timely resolutions. The role requires strong communication and data-entry speed.

The position is offered as an independent contractor with enrollment and renewal commissions. Candidates must operate as an established business entity with a DBA and EIN.

Qualifications

• Active Health Insurance License in one of the following states: TX, OK, LA, MS, AR, AL, SC, NC, TN, GA (required upon hire).
• Must operate as an established business entity with a DBA and a valid EIN.

Responsibilities

• Maintain high levels of client satisfaction and trust through proactive communication and responsive service.
• Identify cross-selling, upselling, and expansion opportunities within existing client accounts.
• Address and resolve complex client, account, and policy issues efficiently and accurately.
• Support the full policy renewal lifecycle to maximize account retention.
• Collaborate with internal departments (Sales, Underwriting, Operations) to ensure timely resolution of client needs.
• Handle high volumes of inbound and outbound calls, emails, and service requests professionally.

Skills

Customer service

Account management

Communication

Problem solving

Data entry

Job description

Primary Responsibilities

• Maintain high levels of client satisfaction and trust through proactive communication and responsive service.
• Identify cross-selling, upselling, and expansion opportunities within existing client accounts.
• Address and resolve complex client, account, and policy issues efficiently and accurately.
• Support the full policy renewal lifecycle to maximize account retention.
• Collaborate with internal departments (Sales, Underwriting, Operations) to ensure timely resolution of client needs.
• Handle high volumes of inbound and outbound calls, emails, and service requests professionally.

Candidate Qualifications & Skills

• License Requirements
  • Active Health Insurance License(In one of the following states, Texas, Oklahoma, Louisiana, Mississippi, Arkansas, Alabama, South Carolina, North Carolina, Tennessee and Georgia, required upon hire).
• Core Competencies
  • Customer Service Experience:Strong background in client management, account support, or consultative sales.
  • Communication Skills:Exceptional verbal and written communication with demonstrated phone presence.
  • Problem-Solving & Analytical Ability:Solution-oriented mindset with the ability to analyze issues and execute timely resolutions.
  • Adaptability & Organization:Ability to prioritize tasks in a fast-paced environment and remain open to evolving processes.
  • Technical Proficiency:Fast, accurate data entry capabilities (minimum35 WPM).
• Technical & Remote Setup Requirements
  • Computer Setup:PC runningWindows 7(or higher) OR Mac runningmacOS 10.1(or higher).
  • Peripherals:Dual-monitor setup (secondary monitor required), hands-free headset, and working webcam.
  • Network & Connectivity
    • High-speed internet connection

This position is an independent contractor role (1099). To be considered, candidates must operate as an established business entity, which requires having an activeDBA(Doing Business As) and a validEIN(Employer Identification Number).

Enrollment and renewal commission available.