Customer Success Specialist at Lathrop Insurance in Cranston, Rhode Island

Posted in Other about 3 hours ago.

Type: full-time





Job Description:

Customer Success Specialist

Location: Cranston, RI | Position Type: Full-Time

About Lathrop Insurance

Lathrop Insurance is a fourth-generation family agency committed to doing the right things for our employees and clients. We thrive in a dynamic, client-focused environment where solving challenges, providing exceptional service, and fostering growth are at the heart of what we do.

Guided by our core values-We Care, Solutions Driven, Teamwork, Do What You Say, and Always Be Growing-we are seeking a motivated and detail-oriented individual to join our team as a Front Desk Operations Specialist.

Position Overview

The Front Desk Operations Specialist plays a vital role in providing exceptional service to clients and visitors while ensuring smooth administrative operations. This role requires professionalism, a strong sense of organization, and the ability to work effectively in a fast-paced environment.

Key Responsibilities
  • Client Interaction: Greet clients and visitors with professionalism and warmth. Answer and respond to phone calls, managing and directing them effectively.
  • Office Administration: Manage office logistics, including mail handling, deliveries, and maintaining supplies, while ensuring a professional and organized environment.
  • Data Management and Renewal Support: Maintain and update client records in EPIC, supporting renewal processes with attention to detail and accuracy.
  • Daily Operations: Perform and refine the "morning checklist" to ensure office readiness and efficiency.
  • Team Support: Provide administrative assistance to team members, contributing to a cohesive and efficient workflow.

Qualifications
  • Relevant client service experience in a professional setting.
  • Proficiency in Microsoft Office; ability to quickly learn new systems (experience with Applied EPIC is a plus).
  • Highly organized with strong attention to detail.
  • Exceptional communication skills, both verbal and written.
  • A customer-focused mindset with the ability to deescalate situations and problem-solve effectively.
  • Availability to work full-time hours, Monday through Friday, 8:30 AM to 5 PM.

Preferred Skills
  • A proactive and driven attitude, eager to learn and grow in a dynamic environment.
  • Strong interpersonal skills, including the ability to assess situations and respond appropriately.

Why Join Lathrop Insurance?
  • Career Development: We invest in our employees' growth with tailored training programs and development opportunities.
  • Comprehensive Benefits: Our package includes medical, dental, and vision insurance, 401(k) match, paid time off, and more-designed to support your well-being and future.
  • Supportive Culture: As a family-run agency, we pride ourselves on fostering a collaborative, innovative, and caring environment where team members feel valued.

Workplace Flexibility

While this position is primarily in-office, we value flexibility and are open to discussing occasional remote work arrangements.

Application Process

If you're excited to join a team that values your skills, fosters growth, and celebrates success, we'd love to hear from you! Submit your resume and a cover letter detailing your qualifications. Applications will be reviewed on a rolling basis.

Learn more about us at www.lathropinsurance.com/about-us.
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