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Client Concierge (Insurance Customer Service Trainee)
Job
Bison Ridge Insurance
Remote
$37,440 Salary, Full-Time
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Job Description
We are looking for the person who walks toward problems instead of away from them. Bison Ridge is a growing independent insurance agency in Coweta, Oklahoma. We protect over 400 families across the state with more than $1M in active premium. As an independent agency, we work with multiple carriers to find the best coverage and price for each client, not the most convenient product for one company. We are family owned and faith driven, and we treat every client like a neighbor, not a policy number. About the Role The Client Concierge is the first voice and first impression of Bison Ridge. You will handle incoming calls, gather information for quotes, support clients with service requests, and keep day-to-day communication running smoothly. You will work directly with the agency owner from day one. No corporate layers, no red tape, just real mentorship and hands-on training. No insurance experience is required. We will teach you the business. This is a part-time role to start, with a defined path to full-time as you grow into Coverage Specialist. Who This Is For The person who does well here is proactive in three specific ways: You get your work done without being chased or reminded You drive your own learning instead of waiting to be taught When you have spare capacity, you look for ways to help rather than waiting for someone to assign you something If that is already how you work, keep reading. If it is not, this role will be a hard fit and we would both rather know that now. Responsibilities Answer incoming calls, texts, and messages as the first point of contact for the agency Greet every client and prospect with a professional, friendly tone Collect the information needed to start insurance quotes Create and manage leads and service tasks in our CRM Handle basic client service requests like ID cards, proof of insurance letters, and simple policy changes Keep clients updated when their requests are in progress Work directly with the agency owner. Daily check-ins your first two weeks, weekly one-on-ones after that. We would rather you ask than guess. Anything outside your current skill level gets escalated, not assumed. Required Qualifications Must obtain an Oklahoma Property and Casualty insurance license within 45 days of start date (firm deadline). We reimburse exam and prep costs after you pass, plus pay a bonus for passing quickly. Strong communication skills across phone, text, and email Organized and detail oriented Comfortable learning new technology and software systems Reliable and self-motivated. This role includes remote days, and you need to be someone who does the work without being watched. Preferred Qualifications Customer service experience in any field Familiarity with CRM or office management software Bilingual English and Spanish What We Offer Direct mentorship from the agency owner Paid training while you learn Licensing support including exam prep and test fee reimbursement A real career path: Client Concierge to Coverage Specialist to licensed agent with commission potential Hybrid schedule: two days in office (Monday and Thursday), two days remote (Tuesday and Wednesday), Friday off