ZipRecruiter

Log In

1

Client Success Agent Jobs in Wisconsin (NOW HIRING)

next page

Showing results 1-20

All JobsClient Success Agent JobsClient Success Agent Jobs in Wisconsin

Client Success Agent information

What jobs pay 4000 a week without a degree?

A Client Success Agent typically earns less than $4,000 weekly, but high-earning roles in sales, real estate, or freelance consulting can reach or exceed that amount without requiring a degree. Success in these roles often depends on skills, experience, and performance, with some sales positions offering commission-based income that can surpass $4,000 per week.

What is a client success agent?

A client success agent is a professional responsible for ensuring clients are satisfied with a company's products or services. They typically handle onboarding, support, and relationship management, often using customer relationship management (CRM) tools to track interactions and issues. The role requires strong communication skills and a focus on customer retention and satisfaction.

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.

How can I make 2000 a week working from home?

A Client Success Agent can potentially earn $2,000 a week by working full-time, providing high-quality customer support, and developing specialized skills such as CRM management or technical troubleshooting. Increasing income may involve taking on additional shifts, earning performance bonuses, or gaining certifications that enhance value to employers. Consistent communication, efficiency, and experience are key factors in reaching higher earnings in remote client success roles.

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 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 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.

Will AI replace CSM?

AI cannot fully replace Client Success Agents, as their role involves building relationships, understanding client needs, and providing personalized support that requires emotional intelligence and critical thinking. AI tools can assist CSMs by automating routine tasks and analyzing data, but human oversight remains essential for complex interactions and strategic account management.
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

Insurance Agent - Racine, WI

Horace Mann Agent

Racine, WI • On-site

Other

Medical, Life, Retirement

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