Insurance Client Success Specialist

Uragent4life; Englewood (NJ); On-site; USD 42,000 - 64,000; Full time

Job summary

Lori Ramil - State Farm Agent in Englewood, NJ is seeking a motivated team member to assist customers, build relationships, and support office operations. The role involves understanding client needs, product information, and active community outreach.

Ideal candidates have customer service experience, strong communication, and are eligible to obtain insurance licenses. A collaborative, friendly team and opportunities for advancement are emphasized in this flexible, growth-oriented environment.

Qualifications

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.

Responsibilities

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Skills

Communication skills

Organizational abilities

Fast-paced environment

Customer service experience

Insurance licensing

Job description

Lori Ramil - State Farm Agent in Englewood, NJ is seeking a motivated team member to assist customers, build relationships, and support office operations. The role involves understanding client needs, product information, and active community outreach.

Ideal candidates have customer service experience, strong communication, and are eligible to obtain insurance licenses. A collaborative, friendly team and opportunities for advancement are emphasized in this flexible, growth-oriented environment.