... your success. Responsibilities * Build and maintain relationships with educators and school ... Identify client needs and recommend insurance and financial solutions * Generate new business ...
... your success. Responsibilities * Build and maintain relationships with educators and school ... Identify client needs and recommend insurance and financial solutions * Generate new business ...
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Insurance Agent - Racine, WI
Racine, WI · On-site
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Insurance Agent - Racine, WI
Racine, WI · On-site
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Identify client needs and recommend insurance and financial solutions * Generate new business ... success.
Identify client needs and recommend insurance and financial solutions * Generate new business ... success.
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #vizi# #LI-MN1
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #vizi# #LI-MN1
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Account Representative - State Farm Agent Team Member
Milwaukee, WI · On-site
$45K - $55K/yr
ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Brian Brecklin ... success. You grow our agency through meaningful client relations and acting as a liaison between ...
Quick apply
Account Representative - State Farm Agent Team Member
Milwaukee, WI · On-site
$45K - $55K/yr
ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Brian Brecklin ... success. You grow our agency through meaningful client relations and acting as a liaison between ...
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months. * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Insurance Agent - Monroe, WI
Monroe, WI · On-site
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Insurance Agent - Monroe, WI
Monroe, WI · On-site
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
As Account Representative - State Farm Agent Team Member for Daryl Jolma - State Farm Agent, you ... success. You grow our agency through meaningful client relations and acting as a liaison between ...
Quick apply
As Account Representative - State Farm Agent Team Member for Daryl Jolma - State Farm Agent, you ... success. You grow our agency through meaningful client relations and acting as a liaison between ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Insurance Agent - Hudson, WI
Hudson, WI · On-site
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Insurance Agent - Hudson, WI
Hudson, WI · On-site
Earning incentives tied to your activity and success during the first 48 months * Quarterly ... Dedicated Service Representative to handle client service work, allowing you to focus on building ...
Insurance Agent - Racine, WI
Racine, WI · On-site
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Insurance Agent - Racine, WI
Racine, WI · On-site
Identify client needs and recommend insurance and financial solutions * Generate new business ... success. #LI-MN1 #LI-WR1 #VIZI#
Client Success Agent information
What are the key skills and qualifications needed to thrive as a Client Success Agent, and why are they important?
To thrive as a Client Success Agent, you need strong communication, problem-solving, and relationship management skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and proficiency with support ticketing systems are commonly required. Exceptional empathy, patience, and a proactive approach help build trust and rapport with clients. These capabilities are crucial for ensuring client satisfaction, retention, and long-term business growth.
What are some common challenges faced by Client Success Agents and how can they be addressed?
Client Success Agents often encounter challenges such as managing multiple client accounts with varying needs, handling difficult conversations when clients are dissatisfied, and balancing proactive support with reactive problem-solving. Success in this role often relies on strong organizational skills, effective communication, and the ability to prioritize tasks under pressure. Building solid relationships with clients and collaborating closely with sales, support, and product teams helps address client issues efficiently and ensures a positive client experience.
What does a Client Success Agent do?
A Client Success Agent is responsible for ensuring that customers have a positive experience with a company's products or services. They act as a main point of contact for clients, helping to address questions, resolve issues, and provide ongoing support. Their goal is to build strong relationships, encourage customer loyalty, and help clients achieve their desired outcomes. Client Success Agents may also provide training, gather feedback, and collaborate with internal teams to improve services.
What is the difference between Client Success Agent vs Customer Support Specialist?
| Aspect | Client Success Agent | Customer Support Specialist |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; experience in customer relations | Often high school diploma or equivalent; technical knowledge may be preferred |
| Work Environment | Proactive engagement, building long-term client relationships | Reactive support, resolving immediate customer issues |
| Employer & Industry Usage | Used in SaaS, tech, and service industries focusing on retention | Common across retail, telecom, and tech sectors for troubleshooting |
The main difference is that Client Success Agents focus on proactive relationship management and client retention, while Customer Support Specialists primarily handle reactive issue resolution. Both roles require strong communication skills but serve different stages of the customer journey.
What are popular job titles related to Client Success Agent jobs in Wisconsin? For Client Success Agent jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Success Agent jobs in Wisconsin look for? The top searched job categories for Client Success Agent jobs in Wisconsin are:
- Client Success Associate
- Independent Contractor Remote Community Manager
- Founding Customer Success Manager
- Remote Senior Customer Success Manager
- Success
- Project Success Manager
- Work From Home Customer Success Manager Remote
- Client Success Expert
- Overnight Virtual Customer Success Manager
- Work From Home Customer Success Associate
What cities in Wisconsin are hiring for Client Success Agent jobs? Cities in Wisconsin with the most Client Success Agent job openings:
Other
Medical, Life, Retirement
Posted 4 days ago
Job description
IntroductionWe’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.
Overview
Horace Mann is seeking a motivated insurance professional to join our team serving the educator market. This opportunity is designed for individuals looking to build or grow their own business while being supported by a strong brand, established resources, and a niche educator market.
Based on experience and background, this opportunity has an existing book of business and may be aligned as either an Exclusive Agent (EA) or an Enhanced Exclusive Agent. Both opportunities require a Property & Casualty and Life & Health license.
Role Options
- Exclusive Agent (EA):
Focused on continuing to build from an existing book of business while expanding market access within the educator community through school events, networking, and referrals, with renewal income earned as new business is written. - Enhanced Exclusive Agent:
Assumes and expands an existing book of educator clients with in-force policies and immediate renewal income, while continuing to grow relationships and deepen market presence. Must also have, at minimum, the SIE prior to start; Series 6 and/or Series 63 required or to be obtained after hire, as applicable.
What We Offer
- 1099 compensation with uncapped earning potential with renewals
- Industry-leading incentive compensation during the first 48 months while you grow your book (Exclusive Agent)
- Book of business with immediate renewal income (Enhanced Agent)
- Exclusive territory within a niche educator market
- Dedicated service support so you can focus on growth
- Ongoing training, technology, and business development resources
- Flexibility to manage your own schedule and business
Why Horace Mann?
- Exclusive access to the educator market
- Opportunity to build a meaningful, long-term business
- Strong earning potential with stability and growth
- Ability to make a real impact supporting educators’ financial futures
Whether you’re looking to build from a small book, assume an established one, or grow into a future leadership role, Horace Mann offers a path designed to support your success.
Responsibilities
- Build and maintain relationships with educators and school employees
- Identify client needs and recommend insurance and financial solutions
- Generate new business through referrals, school partnerships, and networking
- Retain and renew policies while delivering exceptional service
- Cross-sell auto, home, life, and retirement products
- Participate in community and educator-focused events
Requirements
- Active Life & Health and Property & Casualty licenses (Exclusive & Enhanced Agent)
- Ability to obtain FINRA licenses (SIE, Series 6 & 63, if applicable) (Enhanced)
- Insurance or financial services experience preferred
- Strong relationship-building and communication skills
- Entrepreneurial mindset and self-motivation