Customer Success Manager

$70,000 - $100,000/Yr

The Forehand Group - Dallas, TX

Full-time - Entry Level

Dallas, TX

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

About the position

The Customer Success Manager at The Forehand Agency is a remote role focused on building strong customer relationships and providing exceptional service throughout the insurance application process. This position is ideal for individuals who possess excellent communication skills and a passion for helping others, as it involves guiding clients in selecting the right insurance 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)