Client Success Specialist - Insurance & Financial Services

State Farm Insuance; Beachwood (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

State Farm Insurance in Beachwood, OH, seeks a Client Specialist to join our on-site team. You will handle calls, respond to emails, schedule appointments, and follow up on referrals while providing quotes and explaining coverage options.

You will process applications and ensure accurate documentation, contributing to client retention through courteous, solutions-focused service. This full-time role supports growth within a trusted national brand.

Qualifications

• High school diploma or equivalent required; licenses (P&C, Life & Health) beneficial.
• Strong customer service mindset with ability to handle diverse client needs.
• Able to learn and explain insurance and financial products to clients.
• Proficient with CRM systems and basic data entry.
• Reliable and detail-oriented in a fast-paced environment.

Responsibilities

• Handle inbound and outbound calls; respond to emails.
• Schedule appointments and follow up on leads and referrals.
• Provide quotes and explain coverage options to clients.
• Process applications and ensure accurate documentation in agency systems.
• Support client retention with timely, courteous, solutions-focused service.

Skills

Interpersonal skills

Verbal & written communication

Customer service

Customer experience

Insurance product knowledge

CRM software

Data entry

Reliability & attention to detail

Organization

Education

High school diploma

Property & Casualty license

Life & Health license

Tools

CRM software

Office suite

Job description

State Farm Insurance in Beachwood, OH, seeks a Client Specialist to join our on-site team. You will handle calls, respond to emails, schedule appointments, and follow up on referrals while providing quotes and explaining coverage options.

You will process applications and ensure accurate documentation, contributing to client retention through courteous, solutions-focused service. This full-time role supports growth within a trusted national brand.