Client Success Specialist
Location
United States
Posted
1 day ago
Salary
$57K - $70K / year
Seniority
Senior
Job Description
Job Requirements
- Establishing and nurturing the client experience through direct client interactions.
- Answer and route all client support questions via inbound email, phone, our CRM, SMS and chat feature.
- Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions.
Benefits
- Medical, dental, and vision insurance to ensure you're protected and staying happier and healthier.
- Get more ownership over your schedule while maintaining great relationships with your peers.
- With us, you have the freedom to manage your schedule and take time off when you need it – no questions asked.
- We celebrate diverse viewpoints and believe diversity nurtures innovation and creativity. We want everyone to feel included like a valued member of our Ubiquity family.
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Customer Success Expert, Title Insurance
Ardán®A family of companies that make real estate closings faster, simpler, and safer.
Customer Success Expert providing high-quality customer service at Westcor Land Title Insurance Company
Remote Client Success Advisor
AILWith more than 70 years of industry experience, AO Globe Life is a trusted provider of life insurance solutions for veterans, labor union members, credit unions, and working families. Our mission is centered on service, integrity, and impact—protecting families while building meaningful careers for our team members.
The role involves conducting scheduled virtual consultations with individuals and families to explain financial protection program options and guide them through enrollment. Responsibilities also include maintaining accurate digital records, managing follow-up communication, and building long-term client relationships.
Remote Member Engagement Coordinator
AILWith more than 70 years of industry experience, AO Globe Life is a trusted provider of life insurance solutions for veterans, labor union members, credit unions, and working families. Our mission is centered on service, integrity, and impact—protecting families while building meaningful careers for our team members.
The role involves connecting with individuals who requested information about benefit programs, understanding their needs, and providing clear, personalized guidance on available coverage options. Responsibilities also include supporting clients through enrollment, follow-up communication, assisting existing clients, and maintaining accurate digital documentation.
CSR Client Success Consultant
AILWith more than 70 years of industry experience, AO Globe Life is a trusted provider of life insurance solutions for veterans, labor union members, credit unions, and working families. Our mission is centered on service, integrity, and impact—protecting families while building meaningful careers for our team members.
The role involves engaging with members daily using warm leads to assess their financial situations and recommend appropriate life insurance and supplemental benefit solutions. Responsibilities also include guiding members through the application process, offering ongoing support, and maintaining regulatory compliance.

