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Client Success Agent Jobs in Schofield, WI (NOW HIRING)

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Commercial Real Estate Advisor

Wausau, WI · On-site

... sales, and client advisory work across multiple property types. This role is a strong fit for ... A residential real estate agent curious about transitioning into commercial * A recent or upcoming ...

All JobsClient Success Agent JobsClient Success Agent Jobs in Schofield, WI

Client Success Agent information

See Schofield, WI salary details

$11

$24

$47

How much do client success agent jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for client success agent in Schofield, WI is $24.14, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $25.14 per hour, depending on experience, location, and employer.

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.

Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Schofield, WI as of August 2026, with employment types broken down into 77% Full Time, 17% Part Time, and 6% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $50,215 per year, or $24.1 per hour.

Commercial Lines Customer Service - Agent

Alera Group

Stevens Point, WI • Hybrid

$43K - $58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

OVERVIEW
Commercial Lines Customer Service Agent – Property & Casualty

Hybrid: Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Commercial Lines Customer Service Agent to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams.
Why Alera Group

  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES
What You’ll Do / Your ImpactClient Partnership & Risk Strategy
  • Manage client communications related to renewals, policy changes, audits, billing, and general service inquiries
  • Respond promptly to client questions regarding coverage, billing, and claims
  • Build rapport with clients and contribute to longterm relationship retention
Operational Excellence
  • Service a portfolio of commercial accounts across multiple industries
  • Process endorsements, cancellations, certificates of insurance, and other policy changes
  • Prepare and review renewal submissions, applications, and proposals for new and existing business
  • Coordinate with underwriters and carriers to obtain quotes and coverage options
  • Maintain accurate documentation and data entry within agency management systems
  • Ensure adherence to insurance regulations, company standards, and client requirements
Strategic Contribution
  • Support producers and account managers in marketing new and renewal business with a focus on retention
  • Collaborate with internal teams and carriers to deliver seamless, highquality service
  • Continue building technical knowledge of commercial insurance products and exposures

QUALIFICATIONS
What You BringRequired
  • High school diploma or equivalent (associate or bachelor’s degree preferred)
  • Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
  • Strong written and verbal communication skills
  • Excellent organizational, timemanagement, and prioritization skills
  • High attention to detail and accuracy
Preferred
  • Two or more years of commercial lines servicing experience
  • Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella
  • Experience with agency management systems such as Applied Epic or AMS360
  • Professional designations such as CISR or CIC, or willingness to pursue
Core Competencies
  • Clientfirst mindset
  • Detail orientation and accuracy
  • Accountability and followthrough
  • Professional communication
  • Collaboration and teamwork
  • Continuous learning and development

ADDITIONAL INFORMATION

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths

  • Leadership development programs

  • Technical and compliance training

  • Industry certifications and continuing education support

  • Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications 

This position may require:

  • Active State Life & Health License

  • Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-KL1

#LI-In-Hybrid


Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
What You BringRequired
  • High school diploma or equivalent (associate or bachelor’s degree preferred)
  • Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
  • Strong written and verbal communication skills
  • Excellent organizational, timemanagement, and prioritization skills
  • High attention to detail and accuracy
Preferred
  • Two or more years of commercial lines servicing experience
  • Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella
  • Experience with agency management systems such as Applied Epic or AMS360
  • Professional designations such as CISR or CIC, or willingness to pursue
Core Competencies
  • Clientfirst mindset
  • Detail orientation and accuracy
  • Accountability and followthrough
  • Professional communication
  • Collaboration and teamwork
  • Continuous learning and development
Education:UNAVAILABLEEmployment Type: FULL_TIME

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