Insurance Client Service Coordinator

C1 Insurance Group
  • Dallas, TX
    15 days ago

    Job Description

    Who Are We?

    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.

    What's the Job?

    • 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

    Requirements

    MUST BE EXPERIENCED WITH TECHNOLOGY, QUICK NAVIGATING BROWSERS AND VARIOUS SYSTEMS

    MUST BE ABLE TO MULTITASK

    • You are a multitasker who thrives in a fast-paced environment while staying organized
    • You have a natural desire to serve and support those around you
    • You have 1-3 years of Customer Service and / or Order Fulfillment experience
    • You have excellent communication skills, ready to hop on a call or send an email at any time
    • You are 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
    • You are a stable, consistent and well-defined person looking for a permanent scope of responsibilities

    Benefits

    • Paid time off (PTO) and paid holidays
    • We offer Health, Dental & Vision Insurance
    • Our office is open Monday - Friday, no weekends!

    Numbers & Facts

    LocationDallas, TX

    Skills

    • Administrative Skillsunmatched
    • Billingunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Data Entryunmatched
    • Insuranceunmatched
    • Microsoft Officeunmatched
    • Multitaskingunmatched
    • Order/Customer Fulfillmentunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Resolve Customer Issuesunmatched
    • Spreadsheetsunmatched
    • Time Managementunmatched
    • Web Browsersunmatched

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