Insurance Client Service Coordinator
About The Position
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.
Requirements
- Experienced with technology, quick navigating browsers and various systems
- Able to multitask
- Multitasker who thrives in a fast-paced environment while staying organized
- 1-3 years of Customer Service and / or Order Fulfillment experience
- Excellent communication skills, ready to hop on a call or send an email at any time
- 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
- Stable, consistent and well-defined person looking for a permanent scope of responsibilities
Nice To Haves
- Natural desire to serve and support those around you
Responsibilities
- 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
Benefits
- Paid time off (PTO) and paid holidays
- Health, Dental & Vision Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
