Insurance Client Service Coordinator

C1 Insurance Group; Dallas (TX); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

PTO

Health, Dental & Vision Insurance

Office hours Monday-Friday

Job summary

C1 Insurance Group in Dallas is seeking a customer service-focused administrator to handle policy changes, billing updates, cancellations, and reinstatements from start to finish. You will be the main point of contact, researching information with CRM tools and communicating clearly with clients.

You should have 1-3 years of relevant experience, be highly organized, proficient with Microsoft Office and Google Workspace, and able to multitask in a fast-paced environment while maintaining

Qualifications

• 1–3 years of Customer Service or Order Fulfillment experience.
• Excellent communication via phone, email, and written correspondence.
• Proficient in Microsoft Office and Google Workspace; comfortable with data entry and spreadsheets.

Responsibilities

• Manage all aspects of customer requests from start to finish, handling policy changes, billing updates, cancellations or reinstatements
• Serve as the main point of contact, communicating with customers to resolve problems and concerns
• Navigate various technology, CRM tools and websites to research information and communicate with clients
• Support the C1 Insurance team in administrative tasks while maintaining confidentiality

Skills

Customer service

Multitasking

Communication

Data entry

CRM platforms

Microsoft Office

Google Workspace

Tools

Microsoft Office

Google Workspace

CRM tools

Job description

Who Are We?

C1 Insurance Group is a fast-growing, Dallas-based insurance agency with a strong focus on relationships, service, and team culture. We're not your typical insurance company, we bring energy, innovation, and a genuine desire to make things simple, personal, and easy for our clients. Our growth comes from referrals and the trust we've built by consistently delivering real value. Whether it's updating a policy, resolving an issue, or answering a question, we believe every client interaction is a chance to make a positive impact. If you're motivated by meaningful work, enjoy being part of a supportive team, and are looking for a long-term role where you can grow, you'll feel right at home here.

What's the Job?

• Manage all aspects of customer requests from start to finish, handling any policy changes, billing updates, cancellations or reinstatements
• Serve as the main point of contact, communicating with customers to resolve problems and concerns in a courteous, professional, and timely manner
• Navigate various technology, CRM tools and websites to research information and communicate with clients
• Support the C1 Insurance team in a variety of administrative tasks while always maintaining confidentiality

MUST BE EXPERIENCED WITH TECHNOLOGY, QUICK NAVIGATING BROWSERS AND VARIOUS SYSTEMS

MUST BE ABLE TO MULTITASK

• You are a multitasker who thrives in a fast-paced environment while staying organized
• You have a natural desire to serve and support those around you
• You have 1-3 years of Customer Service and / or Order Fulfillment experience
• You have excellent communication skills, ready to hop on a call or send an email at any time
• You are able to perform under pressure, exercise time management and meet deadlines
• Comfortable with desk-based work, including data entry, spreadsheets, and CRM platforms
• Communicates clearly and professionally via phone, email, and written correspondence
• Strong problem-solving and critical-thinking skills
• Takes initiative, communicates openly, and takes ownership of responsibilities
• Proficient in Microsoft Office and Google Workspace
• You are a stable, consistent and well-defined person looking for a permanent scope of responsibilities

• Paid time off (PTO) and paid holidays
• We offer Health, Dental & Vision Insurance
• Our office is open Monday - Friday, no weekends!