Client Experience Specialist

Job Description

Job Description

BEIA (Business Express Insurance Agency) is a rapidly growing commercial insurance agency serving customers across 20+ states with industry-leading 5-star customer service ratings. We specialize in small business insurance with our trademark approach: "Insurance, the Express Way." We're seeking a client-focused Client Experience Specialist who thrives in a fast-paced, technology-forward environment and is passionate about building lasting relationships with small business owners.

Responsibilities:

• Serve as primary point of contact for assigned book of business, managing client inquiries via phone, email, and text
• Process policy changes and endorsements efficiently and accurately
• Manage policy renewals and conduct proactive coverage reviews to identify gaps
• Cross-sell additional coverages based on thorough understanding of client operations and risk exposure
• Follow up on outstanding quotes and bind new coverage
• Maintain accurate client records and documentation in agency systems
• Provide knowledgeable guidance on commercial insurance products including Workers Compensation, General Liability, Business Auto, Property, and specialty coverages
• Build strong relationships that turn clients into enthusiastic promoters of our agency

Qualifications:

• 1-3 years of customer service or client-facing experience
• Insurance experience preferred (or strong willingness to learn)
• Current insurance license or ability to obtain within 90 days of hire
• Exceptional communication skills - articulate, professional, and personable
• Excellent phone etiquette with ability to explain complex insurance concepts clearly
• Strong organizational skills with ability to manage multiple priorities simultaneously
• Proficient with technology systems and quick to learn new platforms
• Self-motivated with ability to work independently
• Bilingual (English/Spanish) strongly preferred

What We Offer:

• Competitive base salary with performance-based bonus structure
• Comprehensive 14-day training program with ongoing professional development
• Paid sick days and holidays
• Monday-Friday schedule - no weekends
• Growth opportunities within a rapidly expanding agency
• Modern technology stack and streamlined processes
• Collaborative team environment

About BEIA:

Business Express Insurance Agency specializes in commercial insurance for small businesses, with particular expertise in construction, transportation, and hospitality sectors. We pride ourselves on same-day quotes, cutting-edge technology, and exceptional service that has earned us 5-star ratings from our clients. Our markets are constantly expanding, and our lead volume continues to grow. Join our motivated team and be part of our success story.

To Apply:

Please email your resume. We're seeking to fill this position immediately and will contact qualified candidates to schedule interviews.

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