The Rustman Agency ยท 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
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
At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.
Funding
Current Stage
Late StageCompany data provided by crunchbase