Client Services

Job Description

Job Description

Salary: 41000

This Is Not Just Another Insurance Job.

Do you want your work to actually matter?

Do you believe individuals and families deserve protection from medical debt and financial devastation not confusion, pressure, or sales tactics?

At Next Step Insurance, we dont just sell policies.
We educate. We advocate. We build real relationships.

We work directly with individuals and families in our community looking them in the eye and helping them protect what matters most: their health, their finances, and their future.

If that resonates with you, keep reading.

Quick Snapshot

• Clientfacing, relationshipbased role
• Work directly with individuals & families (no highpressure sales)
• Training and support provided
• Missiondriven, peoplefirst agency
• Opportunities for career growth and increased responsibility
• Full benefits + strong work/life balance

The Opportunity

Were hiring -Individual & Family Client Services to work directly with the public and alongside our licensed agents.

This role is a great fit for someone who:

• Loves building genuine relationships
• Thrives in a peoplefirst environment
• Wants longterm career growth
• Is ready to take ownership of their work
• Is tired of being just another CSR or just another agent

Whether you come from customer service, bartending, insurance, reception, or another peoplefocused role, what matters most is your heart to serve and your willingness to grow.

Who Thrives Here

Youll do well here if you are:

• A natural relationshipbuilder
• Organized and proactive
• Comfortable working directly with the public
• Motivated by growth and responsibility
• Energized by helping people make important decisions

Benefits

• Full benefits + strong work/life balance
  
• Unlimited vacation after one year
• 4day work weeks (JuneAugust after one year)

Why Next Step Insurance?

We are a missiondriven company rooted in integrity, education, and longterm relationships.

We believe:

• Insurance should protect not confuse
• Clients deserve clarity and advocacy
• Team members deserve growth
• Work should feel meaningful

Your ideas matter here.
Your voice matters here.
Your growth matters here.

If Youre Feeling

• Stuck in a customer service role with no clear future
• Underutilized in your current position
• Ready for more responsibility and real impact
• Called to help people protect their futures

This could be your next step.

Apply Today

Lets protect futures one relationship at a time.