Customer Service Specialist

The Strickland Group is a family-driven agency within one of the largest insurance organizations in the country, aiming to disrupt the traditional insurance space with technology and human connection. They are seeking a Customer Service Specialist to deliver exceptional client experiences, manage communications, and build relationships with clients who have requested assistance in securing financial protection.

Responsibilities:

• Master company systems and products to deliver a first-class client experience
• Follow up with warm leads and prior client inquiries
• Meet with clients virtually via Zoom or phone during the sales process
• Manage direct communication between clients and the company
• Collaborate with your agency team to ensure smooth, professional client experiences
• Meet or exceed performance goals to earn promotions and leadership opportunities
• Maintain state licensing requirements and compliance standards
• Attend weekly virtual meetings for training and team development
• Build and nurture client relationships through company-provided or self-generated leads
• Educate clients on how our products help build and protect generational wealth

Requirements:

• Ability to work flexible hours — evenings and weekends as needed for clients
• Reliable cell phone, data, and Wi-Fi access
• Must pass a background check
• Complete carrier contracting requirements
• Active Life & Health Insurance License (or willingness to obtain — we help you get licensed in 7–10 days)
• Strong time management and organization skills
• Excellent communication skills — both on the phone and face-to-face
• A servant leadership mindset focused on helping others
• 3+ years of experience in sales, customer service, or a related field
• Comfortable with technology and modern communication tools