Goosehead Insurance

Insurance

• Deliver warm, professional support via email
• Identify and document key case details
• Maintain accurate records and follow through on client needs
• Collaborate with internal teams to ensure seamless client service

Insurance Support Associate

Customer Support

• Deliver front-line support through inbound intro calls and non-call channels
• Balance efficiency with a warm client experience while identifying opportunities for cross-sell and retention
• Manage policy changes, process updates and conduct quality checks on complex cases
• Resolve moderate-to-complex inquiries via email/chat
• Ensure compliance with state regulations and carrier SLAs
• Document cases with precision in Salesforce and carrier systems
• Mentor and train L1-L2 agents on workflow best practices
• Contribute to continuous improvement through feedback and SOP refinement

Senior Client Support Agent

Account Executive

• Build a book of business through prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk

Corporate Sales Account Executive

• Deliver warm, professional support via email.
• Identify and document key case details, resolving or redirecting issues efficiently.
• Maintain accurate records and follow through on client needs.
• Collaborate with internal teams to ensure seamless client service.
• Unwavering delivery of meeting or exceeding defined accuracy and turnaround benchmarks, ensuring casework is completed with precision and speed in alignment with service-level expectations.
• Placing the client first in all interactions – obsession with client experience.