Client Success Associate

Comfort Insurance and Finances•Miami, FL

1d•$15 - $16•Onsite

About The Position

As a Client Success Associate, you will play a key role in supporting the Sales Department by assisting clients and working closely with sales agents to ensure a smooth, accurate, and positive insurance experience. You’ll help process policies, explain coverage, and maintain detailed client records while serving as a reliable point of contact for client questions and service needs. This role is ideal for individuals who are customer-focused, detail-oriented, and motivated to grow within a fast-paced, service-driven environment.

Requirements

1–2 years of customer service and/or sales experience
Fluent in English and Spanish (required)
Professional, dependable, and customer-focused
Strong communication, organization, and time management skills
Detail-oriented and comfortable handling a high volume of calls
Able to work independently while collaborating with a team
Open to feedback, coaching, and continuous learning
High school diploma or GED required
Active 4-40 Customer Service Representative license Required.

Responsibilities

Assist new and existing clients with general insurance information and service inquiries
Work directly with sales agents to support policy processing and client needs
Process quotes, applications, and policy changes accurately and efficiently
Deliver policies and assist with follow-up and coverage reviews
Provide prompt, friendly, and professional customer service by phone and email
Respond to questions regarding coverage, eligibility, billing, and claims support
Maintain accurate client records and follow agency guidelines and processes
Participate in training and ongoing professional development