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Client Experience Specialist

RBI Insurance Agency · Toledo, OH · Client Services

Compensation

$35k – $75k /yr

Employment type

Full-time

Work setting

On-site

Location

Toledo, OH

Schedule

Day shift

Posted

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Job overview

The Client Experience Specialist is an onsite role based in Toledo, OH. This position offers a salary range of $35,000–$75,000 per year, supporting the client services department at RBI Insurance Agency. This role exists to provide exceptional service to potential and existing customers. The specialist identifies customer needs, responds to queries, and collaborates with internal departments to enhance the overall client experience throughout the entire lifecycle.

What you'll do

  • Meet or exceed individual sales and production goals.
  • Track customer experience across channels.
  • Respond to queries via phone, email, and chat.
  • Identify customer needs and maintain positive outcomes.
  • Keep informed of industry trends.

What we're looking for

Skills & competencies
full-time
day shift
toledo oh
insurance
client experience
customer service
$35k-$75k
onsite
weekend work required
Work arrangement
  • Weekend coverage required

Why this role

Focuses on client lifecycle management; requires proficiency in desktop applications and customer engagement platforms.

About the employer

RBI Insurance Agency is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.

Additional details

Industry sector
52
Industry
Insurance Agencies and Brokerages
Occupation code
43-4051.00
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