Client Experience Specialist

RBI Insurance Agency
Toledo, OH

Job Description

Job Description

Enthusiastic and dedicated professional with primary focus on providing potential and existing customers with exceptional services that enhance our customer experience including identifying customer needs, respond to customer queries, and collaborate with internal departments.

Responsibilities include, but are not limited to: • Meet or exceed individual sales activity & production goals.
• Tracking customer experience across online and offline channels, devices and touchpoints. • Continue our consultative sales process & client experience initiatives throughout the entire client lifecycle. • Identifying customer needs and taking proactive steps to maintain positive experiences and outcomes. • Responding to customer queries in a timely and effective manner via phone, email, social media or chat applications. • Keeping informed of industry trends. Essential Functions: • Regularly required to reach with hands and arms, talk or hear, stand, walk and sit for long periods of
time. • Working conditions are normal for an office environment and include operating a motor vehicle in a safe manner while attending meetings and events as required. • Ability to communicate professionally at all levels and work independently as needed. • Able to read, comprehend information and ideas and convey information effectively. • Requires skills that encompass basic, social, complex problem-solving, and proficient with desktop computer applications including internet, presentations and word processing. • Pass pre-employment screening and background checks.

Requirements include: Associates degree or at least 2 years’ experience in a customer service support role. • Extensive experience in gathering and interpreting customer experience information. • Solid knowledge of online customer engagement platform channels. • Exceptional interpersonal skills and a client-centered approach. • Great organizational and time management abilities including a healthy work/life balance. • Superb communication, collaboration and forward looking perspective and attitude. • Adaptability and ability to embrace change as company processes, strategies and technologies evolve. • Advanced task management and organizational skills with primary focus on exceeding customer expectations.

Posted 2026-05-11

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