Customer Success Specialist

Pattern

Omaha (NE)

On-site

USD 30,000 - 40,000

Full time

10 days ago

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Benefits offered by this job

401(k) with company match

Health Savings Account contributions

Flexible Spending Account

Short- and Long-Term Disability

Paid Time Off (PTO)

Sick Days

Employee Assistance Program

Company-paid Dental

Vision Insurance Options

Job summary

Pattern in Omaha, NE seeks a Client Success Specialist to support clients through disability and life insurance processes, from quoting to application execution and ongoing retention. You will partner with Sales Advisors to convert opportunities into lasting relationships.

In this fast-paced, in-office role, you will manage client communications, protect confidential information, and maintain Salesforce data while delivering an exceptional client experience and ensuring accuracy across the

Qualifications

Client-focused professional with strong communication and organizational skills.
Experience in insurance, financial services, or client-facing roles is a plus.
Prioritize privacy and handling of sensitive client information with discretion.
License in Life and Health Insurance preferred; company support available to obtain.

Responsibilities

Prepare client meeting materials and analyze quote requests for sales advisor meetings.
Handle sensitive client information with confidentiality and discretion.
Prepare accurate and timely disability insurance quotes.
Process applications for New DI, Life, Increases, and Adjustments.
Coordinate active caseloads with clients, advisors, and carriers.
Communicate with clients via calls, texts, and emails about applications and policies.
Assist existing clients with updates to addresses, premiums, and beneficiaries.
Support sales conversions and identify upsell opportunities.
Maintain accurate Salesforce records throughout quoting and applications.

Skills

Client-first mindset

Excellent communication

Attention to detail

Organizational skills

Problem-solving

Integrity

Adaptability

Team collaboration

Education

Life and Health Insurance License (preferred)

Tools

Salesforce

Job description

Full-Time| 9:00am-6:00pm Monday - Thursday and 8:00am-5:00pm Friday

Overtime opportunities are available during peak sales periods, including some Saturdays.

Full-Time| 9:00am-6:00pm Monday - Thursday and 8:00am-5:00pm Friday

Overtime opportunities are available during peak sales periods, including some Saturdays.

Location: In-office Omaha, NE

What We are Looking For

We are looking for a detail-oriented and client-focused Client Success Specialist to join our growing team. In this role, you will support clients throughout the entire disability and life insurance process, from quoting to application execution, and long-term client retention.

This is a dynamic, fast-paced position that plays a key role in delivering an exceptional client experience and supporting our Sales Advisors in converting opportunities into lasting client relationships.

What You’ll Do

Prepare Client Meeting Materials: Prepare information for client meetings with the Sales Advisor. This can include analyzing quote requests and proofreading meeting documents to ensure accuracy and readiness for sales advisor presentations.
Handle Sensitive Client Information: Maintain the confidentiality and security of sensitive client information, including personal, medical, and financial records. Exercise sound judgment, attention to detail, and discretion when accessing, handling, and protecting confidential information.
Prepare Insurance Quotes: Create accurate and timely DI quotes.
Process Applications: Help the client fill out the applicant and submit clean, complete applications for New DI, Life, Increases, and Adjustments while ensuring accuracy in all documentation.
Coordinate Cases: Manage a caseload of active applications by maintaining proactive communication with clients, advisors, and carriers.
Communicate with Clients: Provide prompt, professional, and thoughtful communication with clients through inbound and outbound phone calls, texts, and emails. Address questions related to applications, underwriting, and policies. Build meaningful relationships with doctors while helping drive referrals.
Service In-Force Policies: Assist existing clients with updates such as address changes, premium adjustments, and beneficiary updates via phone call and email.
Support Sales & Conversions: Partner with advisors to help convert leads into submitted applications and identify upsell or cross-sell opportunities.
Maintain Salesforce Accuracy: Keep Salesforce records up to date and accurate throughout the quoting and application process.

What Success Looks Like

Timely and accurate quote generation
High percentage of clean, complete application submissions
Strong conversion rates from quote to submitted/in-force applications
Responsive and professional client communication
Salesforce data integrity
Building relationships and advocating for doctors through thoughtful referral conversations.

What We’re Looking For

A client-first mindset and passion for helping others
Excellent verbal and written communication skills
Exceptional attention to detail and organizational skills
Ability to work independently and as part of a collaborative team
Strong problem-solving ability and initiative to take ownership
Integrity and professionalism in every client and team interaction
Adaptability to evolve with processes, systems, client needs, and innovative technology.
Preferred Qualification: Prior experience in insurance, financial services, or a client-facing role is a plus.
Preferred Qualification: Life and Health Insurance License. (Pattern will help you acquire this if you don’t have it). Associates will be given a 45-day window to pass the licensing exam.

Why Join Us?

Compensation and Benefits:

This is an in-office position located in Omaha, Nebraska. This position is not remote or hybrid at this time.

Salary Range:

$22.00-$28.83

We Offer: