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Remote Client Success Associate

Remote Client Success Associate

Mommy Jobs Online
September 8, 2023
Telecommute, Salt Lake City, Utah
Job Type
Job ID
Mommy Jobs Online
Professional / Business
$15.00-$30.00 per hour  
High school
Education Requirements
High school


Remote Client Success Associate

Mommy Jobs Online ( is now in a need for
a Remote Client Success Associate to work in the US. only.

JOB TYPE: Full-time; MUST be a U.S. citizen.

 Act as the main point of contact for our clients for all service requests,
questions and problems that need solving as it pertains to their
account and policies. They will build long-lasting relationships with
our clients founded on trust and the ability to deliver accurate
solutions and assistance when needed through phone, text, and
 Cultivate trusting relationships and cross sell additional lines of
 Serves as a consultative resource between our carrier and agent
partners with respect to price, coverage, and terms of potential
insurance contracts.
 Responsible for the processing of endorsements, certificates of
insurance, billing related issues, and claim-related issues.
 Identify, qualify, and develop personal insurance opportunities with
new and existing clients in person, by phone, and through written
 Maintain appropriate and thorough documentation of conversations,
recommendations, and other corresponding matters with clients and
 Foster and maintain excellent relationships with clients and prospects
through regular follow-up, accurate and timely resolutions to needs,
and general account support.
 Respond to incoming inquiries (phone, online, walk-in) and gather all
necessary information.
 Contact clients in a timely manner after they have filed a claim with
intent to comfort and provide any direction or advice needed.
 Actively prospect, round accounts and solicit increases in existing
client coverage.

 When needed, provide assistance to quoting team by processing
quotes, and bind insurance coverage; follow-up as necessary with
inspection, photos, and other documentation.
 Support and prepare clients for renewal retention and re-shop
carriers when needed.
 Anticipate, respond to and follow-up on all existing client needs.
 Monitor, review, and report on key metrics to ensure service targets
are achieved.
 Maintain a high level of industry knowledge in order to better provide
the professional advice and sound recommendations to protect the
 Submit new business when needed in accordance with agency and
carrier standards.
 Have a good knowledge of the Agency and Agency’s carriers
underwriting criteria.
 Follow all agency and Department of Insurance rules and regulations
 Identify revenue opportunities for the clients and the company.
 Properly manage client’s expectations of solutions to their needs and
follow through on commitments.

 High school diploma or equivalent.
 Proven working experience as an Account Manager or relevant
 Familiarity with all types of insurance plans (automobile, fire, life,
property, medical, worker’s comp, general liability, etc.).
 Prior Account Manager experience is preferred.
 Ability to use a computer and be able to learn and navigate a
Customer Relationship Management System (CRM), Agency
Management System (AMS) and other technology to perform the job
at a high level.
 Work knowledge of Microsoft 365 (Word, Excel, email, etc.) and
similar products.
 Additionally, any offer of employment would be contingent on a clean
background check.
 Proven ability to work with and achieve service goals.
 Demonstrated ability to communicate, multitask, and problem solve

 Experience in delivering client-focused solutions and creating long-
lasting relationships.


Computer, Internet, and a home office set-up.
Sitting for extended periods of time, use of computer for extended periods
of time.

PAYMENT: $15.00-$25.00 per hour


Apply at and click on Join Now and select
the Customer Service Remote Job Bank Registry to get connected to our
remote customer service job positions.

Please reference agent ID code MJOLEleniW when you register online.
Mommy Jobs Online is accepting pre-screening interviews, so please call
(405) 418-6160 and ask for Kimberly.


communication, organizational and office skills

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