Insurance Client Success Specialist

Pattern; Omaha (NE); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

401(k) with company match

Health Savings Account contributions

Flexible Spending Account

Short- and Long-Term Disability

Paid Time Off (PTO)

Sick Days

Employee Assistance Program

Company-paid Dental

Vision Insurance Options

Job summary

Pattern in Omaha, NE seeks a Client Success Specialist to support clients through disability and life insurance processes, from quoting to application execution and ongoing retention. You will partner with Sales Advisors to convert opportunities into lasting relationships.

In this fast-paced, in-office role, you will manage client communications, protect confidential information, and maintain Salesforce data while delivering an exceptional client experience and ensuring accuracy across the

Qualifications

• Client-focused professional with strong communication and organizational skills.
• Experience in insurance, financial services, or client-facing roles is a plus.
• Prioritize privacy and handling of sensitive client information with discretion.
• License in Life and Health Insurance preferred; company support available to obtain.

Responsibilities

• Prepare client meeting materials and analyze quote requests for sales advisor meetings.
• Handle sensitive client information with confidentiality and discretion.
• Prepare accurate and timely disability insurance quotes.
• Process applications for New DI, Life, Increases, and Adjustments.
• Coordinate active caseloads with clients, advisors, and carriers.
• Communicate with clients via calls, texts, and emails about applications and policies.
• Assist existing clients with updates to addresses, premiums, and beneficiaries.
• Support sales conversions and identify upsell opportunities.
• Maintain accurate Salesforce records throughout quoting and applications.

Skills

Client-first mindset

Excellent communication

Attention to detail

Organizational skills

Problem-solving

Integrity

Adaptability

Team collaboration

Education

Life and Health Insurance License (preferred)

Tools

Salesforce

Job description

Pattern in Omaha, NE seeks a Client Success Specialist to support clients through disability and life insurance processes, from quoting to application execution and ongoing retention. You will partner with Sales Advisors to convert opportunities into lasting relationships.

In this fast-paced, in-office role, you will manage client communications, protect confidential information, and maintain Salesforce data while delivering an exceptional client experience and ensuring accuracy across the