Employee Benefits Client Success Specialist

The MJ Companies; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage firm seeks an experienced professional to deliver consultation and service to Employee Benefits clients in Phoenix, AZ. You will manage client needs, provide customer support, and lead the marketing process for renewals. Ideal candidates should have over 5 years of client-facing experience, strong communication skills, and proficiency in Microsoft Office. A Bachelor's degree and Life & Health License are preferred. This role offers a chance to enhance client relationships and streamline benefits management.

Qualifications

• Preferred minimum of 5+ years of experience in customer service or marketing.
• In-depth knowledge of the insurance brokerage business.
• Excellent verbal and written communication skills.

Responsibilities

• Deliver expert consultation to Employee Benefits clientele.
• Provide day-to-day customer service to clients.
• Lead the renewal and marketing process.

Skills

Client-facing customer service

Analytical skills

Problem-solving

Communication skills

Organizational skills

Education

Bachelor's Degree

Life & Health License

Tools

Microsoft Office

Agency Management System

Document Management System

Job description

A leading insurance brokerage firm seeks an experienced professional to deliver consultation and service to Employee Benefits clients in Phoenix, AZ. You will manage client needs, provide customer support, and lead the marketing process for renewals. Ideal candidates should have over 5 years of client-facing experience, strong communication skills, and proficiency in Microsoft Office. A Bachelor's degree and Life & Health License are preferred. This role offers a chance to enhance client relationships and streamline benefits management.