Customer Service Specialist

The Strickland Group is a family-driven insurance agency combining technology, AI systems, and human connection to help families secure financial protection. The Customer Service Specialist will support clients through the sales process, manage communications, educate them on insurance products, and build lasting relationships while meeting performance and compliance standards.

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:

• Comfortable with technology and modern communication tools
• 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
• Active Life & Health Insurance License (or willingness to obtain — we help you get licensed in 7–10 days)
• 3+ years of experience in sales, customer service, or a related field