Client Success & Growth Specialist

Tracy Clayton-Farmers Insurance Agency; Santa Clarita (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Career Growth Opportunities

Retirement Plan

Hands on Training

Mon-Fri Schedule

Paid Time Off (PTO)

Job summary

The Juris Agency in Santa Clarita is seeking a motivated Customer Service Representative / Marketer to support customer service and business growth. You will help retain customers, identify opportunities, generate referrals, and connect with prospective clients.

Ideal candidates are patient, personable, self-motivated, proactive, and highly organized, with a passion for delivering a positive customer experience. Training is provided; no insurance sales experience is required.

Qualifications

• Exceptional customer service and helping others.
• Patience under pressure with a professional demeanor.
• Strong verbal and written communication skills.
• Active listening to understand customer needs.
• Problem-solving and critical-thinking abilities.
• Self-motivated and able to work independently.
• Highly organized with attention to detail.
• Proactive and forward-thinking to anticipate needs.
• Comfortable making outbound calls with sales-oriented conversations.

Responsibilities

• Provide exceptional customer service and create a positive experience during every customer interaction.
• Build and maintain strong, professional relationships with existing customers.
• Respond to customer questions and concerns with patience, empathy, and professionalism.
• Follow up with customers to ensure needs are addressed and resolved.
• Thank customers for their business and look for opportunities to strengthen relationships.
• Assist with customer appreciation efforts and outreach campaigns.
• Coordinate annual customer reviews with account executives.
• Assist with appointment scheduling, confirmations, and follow-up.
• Identify opportunities to introduce customers to additional products and services.
• Proactively reach out to existing and prospective customers.
• Maintain renewal/expiration dates for future follow-ups.
• Schedule customer and prospect appointments for the agency team.
• Conduct outbound calls using scripts and campaigns.
• Assist with marketing communications, including postcards and letters.
• Maintain accurate customer and policy information in agency systems.
• Keep profiles, notes, appointments, and contact records current and organized.
• Monitor activities, alerts, and marketing tasks.
• Document interactions and follow-up activities accurately.
• Meet production and customer service goals set by management.
• Stay current on products, services, procedures, and agency initiatives.
• Continuously develop professional skills.
• Identify opportunities to improve processes and customer experience.

Skills

Customer service

Communication

Problem solving

Organization

Self-motivation

Multitasking

Outbound calls

Tools

CRM software

Agency software

Job description

The Juris Agency in Santa Clarita is seeking a motivated Customer Service Representative / Marketer to support customer service and business growth. You will help retain customers, identify opportunities, generate referrals, and connect with prospective clients.

Ideal candidates are patient, personable, self-motivated, proactive, and highly organized, with a passion for delivering a positive customer experience. Training is provided; no insurance sales experience is required.