Customer Success Specialist

Description Robert Half is looking for a Customer Success Specialist to support policyholders with responsive, detail-oriented service in Lexington-Fayette, Kentucky. This contract opportunity is ideal for someone who enjoys helping customers, managing a steady call volume, and creating positive experiences during routine service requests and sensitive claim-related conversations. The role offers a permanent schedule across a rotating four-day workweek, with the potential to move into a permanent position that includes licensing support and long-term benefits. This position requires a Property and Casualty insurance license Prior to starting the job. The company will reimburse you for out-of-pocket expenses.

Responsibilities:

• Handle a consistent stream of inbound customer calls related to property and casualty insurance policies, typically averaging around 30 interactions per day.
• Review account documentation and policy notes to provide accurate information, clarify prior activity, and address customer questions effectively.
• Gather initial details for claim-related calls and ensure a smooth handoff to the claims team while maintaining a calm and reassuring customer experience.
• Identify opportunities for additional products or services during customer conversations and route potential leads to the appropriate sales team.
• Enter and update client information in internal systems with a high level of accuracy and attention to detail.
• Deliver thoughtful, solution-oriented support that strengthens customer relationships and reflects strong service standards.
• Navigate CRM and related computer applications to document interactions, track follow-up needs, and maintain organized customer records. Requirements
• Previous experience in customer service, customer support, or a similar client-facing position.
• Ability to manage frequent inbound calls while remaining composed, attentive, and detail-oriented.
• Strong communication skills with the ability to guide customer conversations clearly and courteously.
• Experience using CRM platforms and general computer programs for documentation and record management.
• Accurate data entry skills and the ability to review account notes carefully during live customer interactions.
• Comfortable assisting customers with insurance-related questions, service needs, and claim intake procedures.
• Demonstrated ability to recognize sales opportunities and relay them appropriately to internal partners.

TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .