Job Description
Client Experience Specialist
About the Role
We are seeking a passionate and client-focused Client Experience Specialist to join our team. In this role, you will be responsible for ensuring that every client interaction is smooth, positive, and impactful. You will work directly with clients to understand their needs, address concerns, and enhance their overall experience with our services. Your goal is to build lasting relationships and create memorable experiences that keep our clients satisfied and engaged.
If you’re driven by providing excellent customer service and are eager to make a meaningful impact, this is the role for you.
Key Responsibilities
Serve as the primary point of contact for clients, ensuring their needs are met and exceeded
Address client inquiries, issues, and feedback in a timely and professional manner
Provide proactive support to ensure clients are satisfied throughout their journey
Collaborate with internal teams to resolve client concerns and optimize their experience
Monitor client satisfaction and continuously look for ways to improve the experience
Maintain detailed client records and document interactions in CRM systems
Ensure a smooth onboarding process and provide follow-up support as needed
Work to meet or exceed client retention and satisfaction goals
Qualifications
2+ years of experience in customer service, client experience, or account management
Strong communication and problem-solving skills
Ability to build rapport and create a positive impact in client interactions
Highly organized, detail-oriented, and service-driven
Familiarity with CRM tools (e.g., Salesforce, HubSpot) preferred
Life & Health Insurance License is a plus (or willingness to obtain)
What We Offer
Salary: $85,000 – $120,000 per year
Bonus opportunities
High-quality client interactions and support
Flexible work environment with remote options
Career development and leadership growth opportunities
Supportive, team-oriented culture with ongoing training and coaching
If you’re passionate about delivering top-tier client experiences and want to make a difference in every client interaction, apply now and join a company that values your contributions.
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