Customer Success Specialist

About the CompanyThe Strickland Group, powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple — to serve people and leave them better than we found them.We’re disrupting the traditional insurance space by combining cutting-edge technology, AI systems, and real human connection to change how families are protected.No cold calls. No chasing. You’ll work directly with qualified clients who have already requested help securing financial protection for their future.RESPONSIBILITIESMaster company systems and products to deliver a first-class client experienceFollow up with warm leads and prior client inquiriesMeet with clients virtually via Zoom or phone during the sales processManage direct communication between clients and the companyCollaborate with your agency team to ensure smooth, professional client experiencesMeet or exceed performance goals to earn promotions and leadership opportunitiesMaintain state licensing requirements and compliance standardsAttend weekly virtual meetings for training and team developmentBuild and nurture client relationships through company-provided or self-generated leadsEducate clients on how our products help build and protect generational wealthQUALIFICATIONSPreferred 3+ years of experience in sales, customer service, or a related field preferredComfortable with technology and modern communication toolsStrong time management and organization skillsExcellent communication skills — both on the phone and face-to-faceA servant leadership mindset focused on helping othersREQUIREMENTSAbility to work flexible hours — evenings and weekends as needed for clientsReliable cell phone, data, and Wi-Fi accessMust pass a background checkComplete carrier contracting requirementsActive Life & Health Insurance License (or willingness to obtain — we help you get licensed in 7–10 days)BENEFITSWork remotely with flexible training and schedulingPerformance-based bonuses and incentivesAnnual all-expense-paid trips for top producersDiscounted health and life insurance coverage optionsLeadership development and growth opportunities within the organizationDisclaimer: If you do not currently have a Life/Health Insurance License, The Strickland Group provides the resources and guidance to help you obtain it in as little as 7–10 days.