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Client Success Agent Jobs in Wisconsin (NOW HIRING)

First Citizens State Bank

Insurance Agent

Elkhorn, WI · On-site

Insurance Agent Position Summary: Banco Insurance Services is seeking an experienced and customer ... Demonstrated success in building and maintaining a client portfolio. * Strong sales, communication ...

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Client Success Agent information

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 are the key skills and qualifications needed to thrive as a client success agent?

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 is the difference between Client Success Agent vs Customer Support Specialist?

AspectClient Success AgentCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften high school diploma or equivalent; technical knowledge may be preferred
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on retentionCommon 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:

What cities in Wisconsin are hiring for Client Success Agent jobs?

Cities in Wisconsin with the most Client Success Agent job openings:

Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Wisconsin as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Insurance Agent - Racine, WI

Horace Mann Agent

Racine, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 9 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

Apply