Client Success Trainee jobs in United States
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The Rustman Agency · 5 months ago

Client Success Trainee

The Rustman Agency is seeking a motivated and people-focused Client Success Trainee to join their growing team. In this entry-level position, you will receive hands-on training and mentorship to help build a foundation for a long-term career in client support and relationship management.

Insurance

Responsibilities

Learn how to onboard new clients and ensure a positive experience from day one
Support clients with product or service questions and help resolve concerns
Communicate with clients via phone, email, and video meetings
Identify client needs and coordinate internally to deliver the right solutions
Track all client interactions and activity using company systems
Participate in ongoing training and development with the client success team

Qualification

Communication skillsInterpersonal skillsTime managementAttention to detailCustomer service experienceTechnology proficiencyCoachableSelf-motivated

Required

Strong communication and interpersonal skills
Professional, friendly, and eager to provide excellent service
Organized with strong time management and follow-through
Comfortable with technology and willing to learn new systems
Self-motivated and coachable with a strong attention to detail

Preferred

Customer service or office experience is helpful but not required

Benefits

Comprehensive training and mentorship from experienced team members
Clear growth path into a Client Success Manager or Account Manager role
Flexible work environment with remote options
Supportive team culture focused on development and collaboration
Opportunities for bonuses and advancement based on performance

Company

The Rustman Agency

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At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.

Funding

Current Stage
Late Stage
Company data provided by crunchbase