Client Success & Support Specialist

Western & Southern Financial Group; Lafayette (LA); On-site; USD 32,000 - 48,000; Full time

Job summary

Western & Southern Financial Group in Lafayette, LA is seeking a professional to provide timely, courteous service to clients, research policy data, and process payments with accuracy. The role includes supporting sales and recruiting efforts, maintaining materials, and collaborating with Agency and Sales teams to meet office goals.

Ideal candidates possess strong verbal and written communication, customer service experience, and ability to handle multiple tasks with attention to detail.

Qualifications

• Excellent verbal and written communication skills for clear business interactions.
• Demonstrated experience in customer service and resolving client issues.
• Ability to prepare correspondence, reports, and forms with proper etiquette.
• Calm, professional demeanor under pressure and strong attention to detail.

Responsibilities

• Provides courteous service to clients; researches and resolves inquiries via phone, email or walk-in visits.
• Identifies marketing and recruiting opportunities and submits sales leads within markets.
• Supports client retention by following up with payment options and policy conservation.
• Maintains accurate documentation in various systems and collaborates with multiple departments.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Attention to detail

Multi-tasking

Interpersonal skills

Education

Some college

Tools

MS Word

MS Excel

Database software

Job description

Western & Southern Financial Group in Lafayette, LA is seeking a professional to provide timely, courteous service to clients, research policy data, and process payments with accuracy. The role includes supporting sales and recruiting efforts, maintaining materials, and collaborating with Agency and Sales teams to meet office goals.

Ideal candidates possess strong verbal and written communication, customer service experience, and ability to handle multiple tasks with attention to detail.