Insurance Client Service Coordinator

C1 Insurance Group; Town of Texas, Fort Worth (WI, TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental & Vision Insurance

Weekday office hours

Job summary

C1 Insurance Group is seeking a detail-oriented customer service professional in a fast-paced office environment in Wisconsin. You will manage customer requests from start to finish, including policy changes, billing updates, and reinstatements, while communicating clearly with clients.

Ideal candidates will have 1–3 years of customer service or order fulfillment experience, be tech-savvy, and comfortable with data entry, spreadsheets, and CRM platforms.

Qualifications

• 1-3 years of Customer Service and/or Order Fulfillment experience.
• Must be experienced with technology and able to navigate browsers and multiple systems.
• Excellent communication skills and willingness to hop on calls or respond to emails.
• Able to multi-task in a fast-paced environment and stay organized.

Responsibilities

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

Skills

Excellent communication

Multitasking

Time management

Data entry accuracy

Problem-solving

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!