Client Specialist - Client Support & Sales Job at Adriana's Insurance, Irvine, CA

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  • Adriana's Insurance
  • Irvine, CA

Job Description

Are you passionate about building meaningful client relationships, providing exceptional service, and helping clients maximize their experience? We are seeking a  Client Experience Specialist  to serve as a dedicated liaison between our company and our clients, ensuring they feel valued, supported, and engaged throughout their journey with us.

What You’ll Do:

  • Client Engagement & Relationship Building: Serve as the primary point of contact for clients after they have enrolled in our programs, ensuring they feel supported and valued.
  • Class Participation & Insights: Attend sessions to take detailed notes, gather client feedback, and suggest improvements for future programs or workshops.
  • Follow-Up & Retention: Regularly check in with clients to provide guidance, answer questions, and ensure they are benefiting from their program.
  • Upselling & Cross-Selling: Identify opportunities to offer additional services, helping clients advance more quickly or explore new areas of interest.
  • Personalized VIP Experience: Ensure every client interaction feels customized, professional, and engaging, reinforcing their importance to our company.
  • Industry Awareness: Stay informed on company offerings, competitor products, and industry trends to provide clients with the best solutions.

What You’ll Gain:

  • Career Growth: Hands-on experience in  client relationship management, sales, and business communication , with opportunities for advancement.
  • Sales & Business Development: Strengthen your skills in  upselling, cross-selling, and consultative sales to help clients get the most out of their experience.
  • Professional Communication: Develop high-level  business vocabulary, active listening, and engagement techniques to build lasting client relationships.
  • Trust & Connection: Master the ability to  connect with clients, build trust, and engage them in a way that ensures long-term loyalty.

What We’re Looking For:

  • Experience in  customer service, account management, or client relations preferred.
  • Strong  attention to detail and ability to capture key insights from client interactions.
  • Excellent  business communication skills , both verbal and written.
  • Ability to  engage clients in a warm and professional manner , making them feel like VIPs.
  • Strong  sales instincts , with experience in  upselling and cross-selling .
  • Must be bilingual (English & Spanish).

If you excel at building client relationships, enjoy providing top-tier customer experiences, and are looking for a role where you can truly make an impact, we invite you to apply today!

This is a full-time, at-will position with a schedule of Monday through Friday from 10 AM to 7 PM. Occasionally, some Saturdays may be needed based on business needs.

Job Tags

Full time, Saturday, Monday to Friday,

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