Customer Success Specialist

About Lathrop Insurance

Lathrop Insurance is a fourth-generation family agency committed to doing the right things for our employees and clients. We thrive in a dynamic, client-focused environment where solving challenges, providing exceptional service, and fostering growth are at the heart of what we do.

Guided by our core values—We Care, Solutions Driven, Teamwork, Do What You Say, and Always Be Growing—we are seeking a motivated and detail-oriented individual to join our team as a Customer Success Specialist.

Position Overview

The Front Desk Operations Specialist plays a vital role in providing exceptional service to clients and visitors while ensuring smooth administrative operations. This role requires professionalism, a strong sense of organization, and the ability to work effectively in a fast-paced environment.

Key Responsibilities

• Client Interaction: Greet clients and visitors with professionalism and warmth. Answer and respond to phone calls, managing and directing them effectively.
• Office Administration: Manage office logistics, including mail handling, deliveries, and maintaining supplies, while ensuring a professional and organized environment.
• Data Management and Renewal Support: Maintain and update client records in Applied EPIC (our Customer Relationship Software), supporting renewal processes with attention to detail and accuracy.
• Daily Operations: Manage and refine the daily dissemination of information, ensuring the office is organized, prepared, and operating efficiently.
• Team Support: Provide administrative assistance to team members, contributing to a cohesive and efficient workflow.

Qualifications

• Relevant client service experience in a professional setting.
• Proficiency in Microsoft Office; ability to quickly learn new systems (experience with Applied EPIC is a plus).
• Highly organized with strong attention to detail.
• Exceptional communication skills, both verbal and written.
• A customer-focused mindset with the ability to deescalate situations and problem-solve effectively.
• Availability to work full-time hours, Monday through Friday, 8:30 AM to 5 PM.

Preferred Skills

• A proactive and driven attitude, eager to learn and grow in a dynamic environment.
• Strong interpersonal skills, including the ability to assess situations and respond appropriately.
• Familiarity with P&C Insurance and Applied EPIC

Why Join Lathrop Insurance?

• Career Development: We invest in our employees’ growth with tailored training programs and development opportunities.
• Comprehensive Benefits: Our package includes medical, dental, and vision insurance, 401(k) match, paid time off, and more—designed to support your well-being and future.
• Supportive Culture: As a family-run agency, we pride ourselves on fostering a collaborative, innovative, and caring environment where team members feel valued.

Workplace Flexibility

While this position is primarily in-office, we value flexibility and are open to discussing occasional remote work arrangements.

Application Process

If you’re excited to join a team that values your skills, fosters growth, and celebrates success, we’d love to hear from you! Submit your resume and a cover letter detailing your qualifications. Applications will be reviewed on a rolling basis.

Learn more about us at www.lathropinsurance.com/about-us.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation Package:

• Quarterly bonus

Schedule:

• Monday to Friday

Experience:

• Customer service: 3 years (Required)

Ability to Commute:

• Cranston, RI 02920 (Required)

Ability to Relocate:

• Cranston, RI 02920: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000