Customer Care Specialist

Are You Looking for a Job or a Career?

If you want a position with unlimited opportunities for development and income growth, this is the perfect fit for you!

Join one of the top agencies in the Pacific Northwest! Were expanding our team and seeking motivated, enthusiastic individuals who thrive in a people-focused business. Our fun, fast-paced team environment is ready to welcome new talent as we grow our reach beyond expectations.

At our agency, we are dedicated to helping clients find the best coverage tailored to their needs all while delivering the all-star service they deserve.

If you're ready to build your career and increase your income in a customer-centric, dynamic environment, APPLY TODAY!

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

HSA

Team Building Activities

Leadership Opportunities

Competitive compensation

Retirement Plan

Attractive Workplace

Weekends Off

Entrepreneurial Experience/Development

Mentorship

• Respond promptly and professionally to customer inquiries via phone, email, and text.
• Engage in needs-based conversations to understand and address customer concerns.
• Educate customers on products, services, and solutions tailored to their needs.
• Handle multiple tasks simultaneously in a fast-paced environment while managing time and priorities efficiently.
• Demonstrate the ability to be confrontational when necessary to retain customers and resolve conflicts.
• Develop new Financial Services opportunities and secure follow-up appointments
• Collaborate effectively within a team and with company service, billing and underwriting departments to ensure high-quality customer experiences.
• Document each customer contact in company CRM efficiently and accurately, along with any necessary follow-up associated
• Immediately greet all customers, in an upbeat and professional manner, whether customers walk into the office, call or text
• Help customer with billing questions
• Treat each customer contact as a cross and up-sell opportunity including financial products
• Be outstanding at relationship building and asking questions
• Foster strong relationships and conflict resolution with our customers to maintain a high level of client retention and product loyalty
• Responds to all inquiries, and sales requests within 24 hours
• Participate in regular team meetings and brainstorming sessions.
• Conduct customer renewal or Escalated service meetings and steps to closing resolution

• Demonstrates a positive, can-do attitude and a strong commitment to driving personal and professional growth.
• A self-starter who acts with urgency in all business activities and proactively anticipates service issues before they arise in order to optimize business operations and efficiency
• Eager to learn, highly coachable, and dedicated to continuous growth as a student of the business.
• Possesses a natural curiosity and enthusiasm for uncovering customer needs, asking questions, educating clients, and recommending tailored, needs-based solutions.
• Expert in effectively addressing and resolving complex service escalations, including billing discrepancies, claims inquiries, and policy updates.
• Thrives in a fast-paced, dynamic team environment, contributing positively to team goals.
• Exceptional multi-tasking, time management, and organizational abilities to handle competing priorities with ease.
• Outstanding verbal and written communication skills, ensuring clear and professional interactions, next steps to resolution and completion.
• Skilled at navigating challenging conversations constructively to retain customers and foster loyalty.
• Strong stress management capabilities, maintaining composure and focus under pressure.
• Career Aspirations toward complex customer insurance and financial consultation