Insurance Client Service Coordinator

C1 Insurance Group; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO

Paid holidays

Health, Dental & Vision Insurance

Job summary

C1 Insurance Group, a Dallas-based insurance agency, is seeking a customer service professional to manage policy changes, billing updates, cancellations, and reinstatements. You will be the main contact for clients, resolving inquiries with courtesy and speed, while using CRM tools and MS Office daily.

The ideal candidate has 1–3 years of customer service or order fulfillment experience, strong communication skills, and the ability to multitask in a fast-paced office environment.

Qualifications

• 1–3 years of customer service or order fulfillment experience.
• Strong tech skills and ability to navigate browsers and multiple systems.
• Excellent communication and time management; reliable and proactive.

Responsibilities

• Manage all customer requests from start to finish (policy changes, billing updates, cancellations).
• Serve as main point of contact, resolving issues in a courteous, timely manner.
• Navigate CRM tools and websites to research information and communicate with clients.
• Assist the team with administrative tasks while maintaining confidentiality.

Skills

Customer service

Multitasking

Communication

Problem solving

Time management

Data entry

CRM platforms

Microsoft Office

Google Workspace

Tools

CRM platforms

Microsoft Office

Google Workspace

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!