Customer Success Manager

$70,000 - $100,000/Yr

The Forehand Group - Jacksonville, FL

Full-time - Entry Level

Jacksonville, FL

Sporting Goods, Hobby, Musical Instrument, Book, and Miscellaneous Retailers

About the position

The Customer Success Manager at The Forehand Agency is responsible for building strong relationships with customers, providing exceptional service, and guiding them through the insurance application process. This role focuses on helping families find the right coverage to protect their loved ones, ensuring a positive customer experience in a remote sales environment.

Responsibilities

• Proactively connect with prospective customers and establish rapport
• Educate clients on various insurance products and recommend tailored solutions
• Assist customers with policy applications and monitor the underwriting process
• Review and evaluate existing insurance coverage, identifying gaps or opportunities for additional protection
• Manage customer documentation with confidentiality and professionalism
• Stay current with industry trends and product knowledge to provide top-tier service
• Ensure all policies meet regulatory and company standards

Requirements

• High school diploma or equivalent
• Driver's license (required)
• 1+ years of sales experience (preferred)
• Strong interpersonal and communication skills

Nice-to-haves

• Bilingual in Spanish and English (preferred)