Customer Success Manager

$70,000 - $100,000/Yr

The Forehand Group - Chicago, IL

Full-time - Entry Level

Chicago, IL

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 customer relationships and providing exceptional service to clients. This role involves guiding customers through the application process for insurance products, ensuring they receive tailored solutions that meet their needs. The position is remote and focuses on helping families find the right coverage to protect their loved ones.

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
• Bilingual in Spanish and English (preferred)